Sales & Marketing Operations Intern

APEX Fintech ServicesNew York City, NY
16h$25Hybrid

About The Position

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila. If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. AFS has received a number of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards 2021 Most Innovative Companies - presented by Fast Company 2021 Best API & Best Trading Technology - presented by Global Fintech Awards ABOUT THIS ROLE Apex Fintech Solutions is seeking a driven and detail-oriented Sales and Marketing Operations Intern to join our growing team. This role will focus on supporting the marketing team with key initiatives, including campaign execution, lead generation, marketing automation, and tracking performance metrics. Additionally, you will collaborate with the sales team to assist with CRM management, RFI tools, and sales enablement efforts to ensure alignment between sales and marketing goals. This internship offers a unique opportunity to gain hands-on experience in marketing operations while also understanding sales processes within the fintech industry. You’ll develop skills in marketing technology, data analysis, and sales alignment strategies while working in a fast-paced, innovative environment. If you are passionate about marketing, have a knack for analytics, and are excited about contributing to a dynamic sales and marketing ecosystem, we’d love to hear from you! To be considered, you must be able to commit to a 10-week hybrid internship and work 40 hours per week during our summer program .

Requirements

  • Currently pursuing or recently completed a degree in Marketing , Business Management , Operations, or a related field.
  • Senior standing, May 202 7 graduate
  • Self-motivated and organized, with a demonstrated ability to manage multiple tasks and deadlines in a fast-paced environment .
  • Familiarity with marketing operations tools .
  • Comfortable working independently and collaboratively in a team-oriented environment.
  • Detail-oriented with strong problem-solving skills and the ability to address potential challenges.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
  • General interest in Fintech.

Nice To Haves

  • Experience with HubSpot, Loopio , Salesforce and Marketo Measure is a bonus!
  • Prior internships or projects in fintech, sales operations, marketing, or analytics are a bonus but not mandatory.

Responsibilities

  • Campaign Support: Collaborate with the marketing team to execute marketing campaigns, including lead generation efforts, email campaigns, and event coordination, while tracking their performance.
  • Process Optimization: Support the evaluation and refinement of sales and marketing processes to improve efficiency, enhance scalability, and align with company objectives .
  • Market Research: Conduct competitive analysis and market research to support sales strategies and identify new growth opportunities within the fintech space.
  • Cross-functional Collaboration: Work closely with sales, marketing, and product teams to align goals, maintain consistent messaging, and ensure smooth communication between departments .
  • Sales Enablement Support : Assist with the preparation, organization, and management of RFI (Request for Information ) responses, ensuring timely and accurate submissions to prospective clients.

Benefits

  • We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match.
  • We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits.
  • At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
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