CRM Tech Consulting Internship - Summer 2027

Wipfli Advisory LLCWauwatosa, WI
Hybrid

About The Position

This internship offers a rotational experience across our leading CRM platforms, Salesforce, Microsoft Dynamics 365 (D365) and Creatio within Wipfli’s Growth & Collaboration space. Interns will gain hands-on exposure to CRM implementation, and client engagement while developing foundational consulting skills.

Requirements

  • Pursuing an undergraduate degree in Information Systems, Engineering, Business or other related field of study
  • Above average class performance as demonstrated by college GPA; Preferred 3.0 GPA or higher
  • Superior written and verbal communication skills
  • Strong propensity for innovative thinking balanced with the disciplined rigor for following proven methodologies
  • Demonstrated leadership and team-building abilities
  • Ability to build and foster professional business relationships
  • Desire to help companies maximize value by leveraging technology and process improvement
  • Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)

Responsibilities

  • Participate in the analysis, design, selection, and implementation of CRM software systems
  • Collaborate with consultants to develop CRM strategy roadmaps for clients
  • Assist in business analysis and project management across a variety of industries
  • Support configuration, testing, and deployment of CRM solutions
  • Shadow and contribute to client meetings, demos, and feedback sessions
  • Engage in collaborative projects, including sandbox environments and demo builds
  • Learn and apply Lean principles and structured problem-solving techniques
  • Participate in internship capstone projects and feedback loops to enhance program impact

Benefits

  • paid sick leave
  • access to free, confidential counseling through our Employee Assistance Program
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