Offer summary

Qualifications:

Currently enrolled in a college program related to business, data analysis, or a similar field., Proficiency in Excel and familiarity with Salesforce (CRM) is required., Understanding of data hygiene and enterprise sales processes is preferred., Strong analytical and project management skills are essential..

Key responsabilities:

Audit and streamline Opportunity and Account object fields in Salesforce to enhance usability and reporting accuracy.

Develop a framework to identify and manage at-risk deals in the sales pipeline.

Create dashboards and reports to visualize at-risk opportunities and recommend recovery strategies.

Collaborate with stakeholders to gather insights and propose optimized layouts and processes.

Job description

Overview:

Pacvue is seeking a summer hire to support the Revenue Operations by identifying areas of improvement across Sales Pipeline and different data models in Salesforce (CRM). The summer hire will work closely with Sales, Business Systems, and Revenue Operations. The pillars of focus will be Data & Pipeline hygiene.

Project Scope:

1. Opportunity & Account Object Field/Layout Clean-up

Objective: Audit and streamline the fields and layout on Opportunity and Account objects to improve usability, data entry, and reporting accuracy.

Scope:

Inventory all current fields on Opportunity and Account objects.

Identify:

Redundant or unused fields.

Fields with poor data hygiene or low fill rates.

Inconsistent naming or formatting.

Interview stakeholders (Sales, CS, RevOps) to understand what fields are actually useful.

Propose a revised layout optimized for rep workflows.

Work with Salesforce Admins (or equivalent) to mock up new layouts in a sandbox.

Create a clean-up and change management plan

2. Opportunity Risk & Recovery

Objective: Develop a framework to proactively flag at-risk deals in the pipeline and recommend strategies to unblock or recover them.

Scope:

Define what makes an Opportunity “at risk” (e.g., no activity in X days, stuck in stage, no decision-maker, closing soon with low engagement).

Build a scoring or flagging system using CRM data.

Analyze historical lost opps to validate red flag criteria.

Create a dashboard or report of current at-risk opps.

Interview sales reps to understand common blockers.

Develop a recovery playbook that maps risks to specific mitigation plays (e.g., exec involvement, value re-articulation, new stakeholder contact).

Your skills:

Excel

Deliverables/Milestones:

Serve Business Systems/Revenue Operations a detailed analysis of data points to keep, remove, enhance
Create a repeatable process on improving and unblocking pipeline

Learning Objectives:

Salesforce (CRM) experience, Understanding of Enterprise Sales Process, Data Hygiene / Models, Project Management

This is an hourly contract role intended for college students as a summer internship. The role will start in May and pays $20 per hour, 35 hours per week for approximately 2 months

Pacvue is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.

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