About FinanshelsFinanshels.com is a next-generation accounting firm dedicated to empowering entrepreneurs and small business owners with the financial tools they need to succeed. Specializing in bookkeeping, tax preparation, and CFO services, we simplify financial management for startups and SMEs through a technology-first approach.Why Join Us?At Finanshels, we are redefining financial services for startups and small businesses. As a Sales Intern, youll have the opportunity to gain hands-on experience in sales operations & CRM management, while contributing to the companys mission of empowering entrepreneurs. This role is perfect for someone eager to learn, grow, and make an impact in a dynamic, fast-paced environment.As a Sales Intern, you will support the sales team by managing CRM systems, creating contracts, scheduling tasks, and assisting in lead follow-ups providing timely reminders to the relevant team members. Reporting to the Sales Manager, you will play an integral role in ensuring the smooth execution of sales processes & daily tasks.What Youll DoCRM ManagementLead Management: Update and maintain lead details in Zoho CRM, ensuring accurate and up-to-date records.Task Scheduling: Organize and schedule tasks for the sales team, ensuring timely follow-ups and efficient workflow.Performance Tracking: Assist in tracking lead status and providing updates to the sales team on progress.Contract Creation & DocumentationDraft Contracts: Create and manage client contracts using Zoho, ensuring accuracy and compliance with company standards.File Organization: Maintain organized records of contracts, emails, and other client-related documents.Lead NurturingEmail Communication: Draft and send emails to prospective clients, ensuring clear and professional communication.Follow-Up: Assist in following up with leads, scheduling calls or meetings as needed, and ensuring timely responses.Client Support: Respond to basic client inquiries and escalate complex issues to the appropriate team members.Team CollaborationSupport Sales Team: Work closely with the sales team to ensure seamless execution of processes and tasks.Feedback Sharing: Provide insights and observations from CRM interactions to help improve sales strategies.Process Improvement: Identify inefficiencies in workflows and suggest improvements to enhance productivity.RequirementsWhat Were Looking ForExperience & EducationCurrently pursuing or recently completed a degree in Business, Marketing, or a related field.Basic understanding of sales and CRM systems (familiarity with Zoho CRM is a plus).Skills That ShineStrong organizational and multitasking skills with keen attention to detail.Excellent written and verbal communication skills.Proficiency in MS Office tools (Excel, Word, Outlook) and a willingness to learn new technologies.Mindset That MatchesEager to learn and adapt in a fast-paced environment.Proactive, resourceful, and enthusiastic about contributing to team success.A commitment to professionalism, reliability, and continuous improvement.BenefitsWhats In It for You?Real-World Experience: Gain hands-on experience in CRM management, contract creation, and lead nurturing.Mentorship & Learning: Work closely with experienced sales professionals and gain valuable industry insights.Growth Opportunities: Be part of a dynamic team with potential for long-term career advancement.Impactful Work: Contribute to empowering startups and SMEs by supporting their financial success.