Data Operations Intern (Hybrid)

TruStage • Madison, WI

3d • $18 - $28 • Hybrid

About The Position

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Title: Data Operations Intern Job Location: Hybrid (at least two days/week in-office), for those based in Denver, CO; Dallas, TX; or Madison, WI. Willing to consider fully remote for the right candidate. Start Date: Ideally April/May 2026. Part-time hours (15-20 hours/week) during the academic year, with full-time hours available during the summer months. Role is planned through August 2026, with the opportunity for extension. Early Development Program (EDP) An internship path focused on delivering a meaningful experience designed to enhance students’ skillsets. With access to hands-on experience, mentorship, development sessions/workshops, and more, this pathway cultivates future talent who are exploring their career interests. Most appropriate for freshmen and sophomores. Organization Description Filene Research Institute strengthens organizations through innovative research and incubation to improve consumer well-being. As an independent cooperative finance think tank, Filene’s membership network connects a community of leaders and bright minds to change lives through innovation, truth, and cooperation. In addition to delivering cutting-edge, actionable academic research, Filene also provides incubators to test and scale solutions, events to spark organizations into action and advisory services to help accelerate and implement innovation. For more information, visit filene.org and @fileneresearch. We live by the famous words of our namesake, credit union and retail pioneer Edward A. Filene: "Progress is the constant replacing of the best there is with something still better." Together, Filene and our thousands of supporters seek progress for credit unions by turning questions into research, research into ideas, and ideas into action. Filene is a 501(c)(3) not-for-profit organization. Job Purpose: The Data Operations Intern will support Filene’s Technology team in maintaining and improving the quality, structure, and usability of data within the organization’s CRM system (Salesforce). This role focuses on strengthening CRM data accuracy, supporting reporting and dashboard improvements, and helping prepare Salesforce data for future data infrastructure initiatives. The Data Operations Interns will assist with data hygiene efforts, identify opportunities to streamline reporting and data structures, and contribute to documentation that supports strong data governance practices. Through this work, the intern will gain hands-on experience with CRM systems, data management, and the role that high-quality data plays in supporting organizational decision-making.

Requirements

• Working towards a relevant degree or equivalent work experience
• Strong analytical, critical thinking, problem-solving, and decision-making skills
• Demonstrated interpersonal and customer service skills
• Excellent communications skills
• Intellectual curiosity and the desire to learn

Nice To Haves

• 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 a 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 are part of the culture.
• A passion for purpose and precision – including the details.

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 the 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 may be assigned as needed.

Benefits

• Eligible employees may also enroll in medical coverage, employee assistance program, and the 401k plan.
• Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.
• We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Number of Employees: 501-1,000 employees