This internship involves rotating through CRM platforms, assisting in software implementation, and supporting business analysis and project management efforts.
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Job Summary
This internship offers a rotational experience across two leading CRM platforms, Salesforce and Microsoft Dynamics 365 (D365) within Wipfli's Growth & Collaboration space. Interns will gain hands-on exposure to CRM implementation, and client engagement while developing foundational consulting skills.
Responsibilities
Qualifications:
Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!
#LI-Hybrid
#LI-DK1
Additional Details:
This role requires a hybrid work arrangement. At Wipfli, hyrbid work is defined as associates regularly working 2-3 days a week in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance.
Not fully prepared to apply for an internship or not sure where to start? Please join our Talent Community to explore how you can stay connected to Wipfli.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay rate for this role is $30.00/hour. The actual hourly rate at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Job Summary
This internship offers a rotational experience across two leading CRM platforms, Salesforce and Microsoft Dynamics 365 (D365) within Wipfli's Growth & Collaboration space. Interns will gain hands-on exposure to CRM implementation, and client engagement while developing foundational consulting skills.
Responsibilities
- Participate in the analysis, design, selection, and implementation of CRM software systems
- Collaborate with consultants to develop CRM strategy roadmaps for clients
- Assist in business analysis and project management across a variety of industries
- Support configuration, testing, and deployment of CRM solutions
- Shadow and contribute to client meetings, demos, and feedback sessions
- Engage in collaborative projects, including sandbox environments and demo builds
- Learn and apply Lean principles and structured problem-solving techniques
- Participate in internship capstone projects and feedback loops to enhance program impact
Qualifications:
- Pursuing an undergraduate degree in Information Systems, Engineering, Business or other related field of study
- Above average class performance as demonstrated by college GPA; Preferred 3.0 GPA or higher
- Superior written and verbal communication skills
- Strong propensity for innovative thinking balanced with the disciplined rigor for following proven methodologies
- Demonstrated leadership and team-building abilities
- Ability to build and foster professional business relationships
- Desire to help companies maximize value by leveraging technology and process improvement
- Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)
Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!
#LI-Hybrid
#LI-DK1
Additional Details:
This role requires a hybrid work arrangement. At Wipfli, hyrbid work is defined as associates regularly working 2-3 days a week in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance.
Not fully prepared to apply for an internship or not sure where to start? Please join our Talent Community to explore how you can stay connected to Wipfli.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay rate for this role is $30.00/hour. The actual hourly rate at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Top Skills
Microsoft Dynamics 365
Salesforce
Similar Jobs at Wipfli
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead client advisory engagements, oversee accounting teams, drive change management, and provide strategic financial insights while mentoring staff.
Top Skills:
Bill.ComIntaactNetSuiteQuickbooks Online
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Senior Engineer - Boomi Architect leads enterprise integration projects, designing solutions using Boomi iPaaS, and mentoring junior engineers while ensuring scalability and quality standards.
Top Skills:
APIsAzure Integration ServicesBoomiCeligoEnterprise IntegrationIntegration SolutionsMulesoftWorkato
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Oversee client teams in the healthcare sector, manage financial reporting, provide consulting services, and lead staff development.
Top Skills:
Bill.ComIntaactMicrosoft Office SuiteNetSuiteQuickbooks Online
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

