Summer 2025 Intern - CRM and Marketing Operations

Join the People Helping People

PSCU/Co-op Solutions is now Velera! PSCU and Co-op Solutions became a single entity on January 2, 2024, and our new company name was announced on May 7, 2024. Our new brand represents our combined company’s shared mission and unique ability to drive velocity and positive momentum for credit union success in a new era of financial services.

The Opportunity

The CRM Operations Intern will Report to the Manager, CRM and Marketing Operations, the CRM Intern is responsible for user administration, as well as advancement and maintenance of Velera’s CRM application (Salesforce) in support of the company’s sales practices and programs. This role will be a contributing member of the CRM team that focuses on the end-to-end operations, processes, systems and users associated with lead generation, opportunity management, compensation management and knowledge sharing through the administration of Velera’s CRM application (Salesforce). The role will interact and collaborate with multi-functional teams to gather their needs to enhance the system, as well as to manage system enhancement requests. The position will support sales efficiency and productivity and monitor process compliance within those functions by means of consulting with stakeholders and implementing best practice processes.

Day in the Life

• Support CRM application administration of Salesforce

• Maintains Salesforce security, including roles, profiles, sharing rules, workflows and groups across multiple defined Velera companies and user groups in alignment with Velera access management policies.

• Supports stakeholders by building custom reports, dashboards and workflows that help the organization focus on key performance drivers.

• Collaborates with technical peers on migration of data in and out of Salesforce.

• Evaluates new releases of Salesforce to determine functionality requirements and provides detailed information on how changes will apply to all affected departments/users.

• Coordinates with manager regarding change management process to roll out new features, enhancements and fixes.

• Works with data owners to extract and manipulate data for quality control, assurance and process improvement, as well as reporting requirements.

• Under the support and guidance of the CRM Admin and CRM Architect, builds data fields, screens, templates and user-defined functionality, as required to support Sales and Client Growth initiatives, as well as to support marketing campaign activities.

• Performs troubleshooting and resolution functions for systems to support company-wide user-base.

• Drives communication efforts across key stakeholders and leaders.

• Other duties as assigned.

Qualifications

• 2 years college (4 semesters)

• Beginner knowledge (1-3 years) of CRM systems (Salesforce preferred) experience

• Experience organizing data in Excel.

• Proven ability to troubleshoot issues leveraging available resources.

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners.   Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

$20.00

to

$20.00

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

• Competitive wages

• Medical with telemedicine

• Dental and Vision

• Basic and Optional Life Insurance

• Paid Time Off (PTO)

• Maternity, Parental, Family Care

• Community Volunteer Time Off

• 12 Paid Holidays

• Company Paid Disability Insurance

• 401k (with employer match)

• Health Savings Accounts (HSA) with company provided contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

• Mental Health and Well-being: Employee Assistance Program (EAP)

• Tuition Reimbursement

• Wellness program

• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster and the "EEO is the Law" Poster Supplement. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here (English and Spanish). For information regarding your Right To Work, please click here (English and Spanish poster).

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.