Data Operations Intern, Filene (WI, TX or CO)

Role Responsibilities

CRM Data Quality & Maintenance

• Support ongoing Salesforce CRM data cleanup and maintenance, including updating CEO and executive contact changes, organizational mergers, and correcting missing or incomplete account and contact information.
• Identify and resolve duplicate, outdated, or inconsistent records to improve CRM data quality and usability.
• Assist with data hygiene initiatives, including standardizing fields, validating records, and ensuring consistent formatting across accounts, contacts, and related records.

Data Structure & Repository

• Help prepare Salesforce data for an upcoming data repository project by identifying data gaps, organizing fields, and supporting documentation of data structures and standards.
• Conduct CRM field audits to evaluate current field usage and identify redundant or outdated fields.
• In collaboration with the Technology team, recommend opportunities to streamline and improve the CRM data model.

Reporting & Dashboard Optimization

• Support cleanup and optimization of Salesforce reports, list views, and dashboards by identifying unused or redundant items and helping simplify reporting structures.
• Create and refine list views and reports to help internal teams access accurate and relevant CRM data.
• Assist in maintaining and improving Salesforce dashboards to ensure they provide clear and actionable insights.

Process Improvement & Automation

• Explore opportunities to automate data processes and improve CRM workflows, helping reduce manual maintenance and improve efficiency.
• Research and evaluate ways to leverage emerging AI tools for CRM data management, such as data enrichment, duplicate detection, and process automation.

Organization & Documentation

• Document data governance practices, reporting standards, and automation opportunities to support the long-term health and efficiency of Filene’s CRM system.
• Support the technology team in maintaining clear documentation of CRM data structures, processes, and best practices.

The statements above are not intended to be all-inclusive and other duties will be assigned as needed.

Role Requirements

• Candidate must be working toward a four-year degree or possess equivalent work experience in Information Systems, Business Analytics, Data Analytics, Computer Science, Management Information Systems, Business Administration, Statistics, or related field. Note: This is not an exhaustive list. We welcome applicants from any major with an interest in data, technology, or analytics.
• Strong technical skills, including familiarity with spreadsheets; Interest in data analysis, reporting, or business systems; Curiosity about AI tools and automation in business processes.
• Prior experience with Salesforce or other CRM platforms preferred.
• Familiarity with Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.
• Strong analytical, critical thinking, problem-solving, and decision-making skills.
• Ability to clearly organize and structure information.
• Strong written documentation and oral communication skills.
• Ability to actively manage projects and priorities simultaneously.
• Willingness to take initiative and work independently, while also contributing to a dynamic team.
• Intellectually curious about credit unions and their members. Enjoy working in a “think tank” environment where ideation, continually embracing change, being restless with the status quo and seeking reinvention is part of the culture. A passion for purpose and precision – including the details.

EEO Policy Statement

The Filene Research Institute (Filene) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. Filene complies with applicable state and local laws governing non-discrimination in employment. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Filene expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Filene employees to perform their expected job duties is absolutely not tolerated.