Intern – Primax Sales Operations

Primax

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About The Position

Are you ready to take your career to the next level? Join us at Primax (a Velera Company)! The Opportunity The Intern – Primax Sales Operations is a detail-oriented and motivated individual who will support the sales team in driving operational excellence and lead generation. In this role, you will assist with identifying and qualifying potential leads, maintaining accurate CRM data, and coordinating resources to ensure seamless sales processes. Additional responsibilities include preparing sales materials, tracking key performance metrics, and collaborating with cross-functional teams to optimize operations. This internship offers hands-on exposure to B2B sales processes, mentorship from experienced professionals, and the opportunity to develop valuable skills in lead generation, data analysis, and sales operations—skills that will serve as a strong foundation for your future career. Our Program When selecting a company for your career are you someone that values bettering communities and the people that live in those communities? Are you looking for an organization that is leading in its industry and continues to grow and innovate based on client needs and industry trends? Does the idea of outstanding team culture and a career that fits your life and goals exciting? Velera’s Summer Internship Program provides you – a student enrolled in an accredited university - with the chance to develop and hone your skills in business. We offer the opportunity to build for your future by learning firsthand the Financial and more specifically Credit Union industry through professional inter-organizational experience, coupled with focused learning opportunities in your chosen career path or developmental interest. You’ll also gain insight into our rich history, our unique culture, and our committed social conscience. Over the course of this 11-week program, June 1 – August 14, 2026, it is VELERA's goal to provide our interns not only with a real job experience that better prepares future graduates for their chosen profession, but to provide them the knowledge and experience vital to navigate a business environment. In our program, interns will engage with a group of their peers in acquiring a knowledge foundation in Credit Unions, the financial industry, Six Sigma, preparing for a job search, presentation skills, and more. You will also be given opportunities to network directly with industry leaders at Velera. Amplify Your Strengths with Primax If you want to help shape an industry, challenge yourself and invest in your future, you’ve come to the right place. Primax is a highly accessible environment where you’re empowered to think on your feet, work from your heart and discover the very best version of your professional and personal self. Your Voice Matters and Your Contributions are Rewarded You’ll be glad to know that you don’t have to wait for your turn for the best opportunities to present themselves at Primax. Our atmosphere is designed for those who have a curious mindset and aren’t afraid to challenge the status quo. We invite you to bring your voice to our diverse team and take advantage of the wide variety of resources available to you. Powered by supportive leadership and innovative technology, we have exceptional learning, training and leadership development programs, as well as online courses to help you claim the brighter, more meaningful future you’ve always imagined. We Help Financial Institutions Unleash Progress Primax has a proud history as an empowering resource for financial institutions, enabling them to optimize operations and realize sustained success. How have we done that? It starts by investing heavily in leading-edge technological innovations. It continues by building a track record of quality service and having the courage to lead. Now, as we continue to grow and help our financial institutions prepare for the future, we’re well-positioned to build on our exhilarating momentum. Committed to service excellence and focused on innovation, Primax’s payment processing, risk management, data and analytics, loyalty programs, digital banking, marketing, strategic consulting and mobile platforms help deliver possibilities and seamless experiences. Comprehensive, 24/7/365 member support is provided by contact centers located throughout the United States. • Service Excellence – Delivering the Best We provide financial institutions with state-of-the-heart service. • Security – Protecting Vital Interests We stop threats before they can cause damage. • Digital Solutions – Presenting the Future We make it possible for customers to conveniently experience the best in financial institution services. • Strategic Growth – Opening New Opportunities As a trusted partner with all the right tools, we help financial institutions achieve their goals.

Requirements

• Enrolled in an accredited undergraduate degree program – upperclassmen and graduate students preferred.
• Outstanding verbal and written communication skills, with the ability to coordinate thoughts, communicate, completely, and concisely.
• Strong, organizational, and detail skills, with the ability to consistently perform as business requests.
• Strong critical thinking, problem-solving, and cross-functional collaboration skills.
• Ability to adjust easily when directions and priorities change on short notice.
• Proficiency in MS Office Suite® with a heavy emphasis on Excel.
• Proficiency in software that applies to your major and function-specific internship.
• Passion for learning the Credit Union Industry.
• Believe in Velera’s culture and values.
• Ideal candidates have passion for their community as well as a commitment to diversity, equity, and inclusion.

Responsibilities

• Assist with lead generation by researching and qualifying potential prospects.
• Maintain and update CRM systems with accurate and timely information.
• Prepare and organize sales presentations and materials for client meetings.
• Coordinate scheduling between prospects and sales representatives.
• Track and analyze key sales metrics and pipeline activity to support data-driven decisions.
• Collaborate with cross-functional teams (Sales, Marketing, Operations) to improve processes and enhance customer experience.
• Support administrative tasks that keep sales operations running efficiently.
• Leverage CRM tools to manage and update prospect data; familiarity with systems like Salesforce or HubSpot is a plus.
• Perform other duties as assigned.

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

What This Job Offers

• Career Level: Intern