Cactus Wellhead - Intern - Salesforce

Cactus Wellhead•Piney Point Village, TX

3d•Onsite

About The Position

The intern will support the Salesforce Field Service project by using existing Service Department JAMs and approved customer stamp information to help build Work Order templates and customer stamp records in Salesforce prior to go-live. This role will assist with maintaining template libraries, entering approved information into Salesforce, and supporting branch review for accuracy.

Requirements

Strong attention to detail and ability to enter information accurately.
Intermediate Microsoft Word, Excel, Teams, and Outlook skills.
Ability to organize documents, templates, spreadsheets, and project files.
Ability to communicate clearly and professionally with project team members and branch personnel.
Ability to track open items, review feedback, and missing information.
Ability to learn new systems and business processes.

Nice To Haves

Current college student or recent graduate preferred.
Interest in business systems, operations, project management, information systems, or related field preferred.

Responsibilities

Practice safe work habits and comply with all quality, safety, health, and environmental policies, procedures, programs, and regulations relevant to the position.
Assist with building and maintaining a JAM library using existing Service Department Job Assessment Meeting templates provided by the Salesforce Field Service project team.
Use approved information from existing JAM PDF documents to build Work Order templates in the appropriate Salesforce fields for branch use prior to go-live.
Maintain a Work Order template library to track template status, job type, branch, customer, revision, and review status.
Assist with building and maintaining the customer stamp database and creating customer stamp records in Salesforce using approved customer stamp information prior to go-live.
Support branch review of Work Order templates and customer stamp records to help confirm accuracy and completeness.
Track outstanding questions, missing information, needed updates, and branch review feedback related to JAMs, Work Order templates, and customer stamps.
Assist with reviewing Work Order templates and customer stamp records for completeness, consistency, duplicates, and accuracy before go-live.
Assist with reviewing project work instructions and related documentation to help confirm steps are clear and aligned with the intended Service Department process.
Support User Acceptance Testing (UAT) and go-live readiness activities as needed.
Organize project files, spreadsheets, meeting notes, action items, and other project documentation as assigned.
Perform other project support duties and special assignments as directed by management.