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Velera

Intern – Primax Sales Operations

Reposted 9 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in North Carolina, USA
Internship
Remote
Hiring Remotely in North Carolina, USA
Internship
The Intern - Primax Sales Operations will support the sales team in operational excellence and lead generation, assist with CRM data management, prepare sales materials, and analyze sales metrics.
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Join the People Helping People

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

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.

Day in the Life

  • 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.

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.

Velera Intern Program Entry Qualifications

  • 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.

  

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners.   Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life 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

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.

Top Skills

Crm Systems
Excel
Hubspot
Ms Office Suite
Salesforce

Velera San Ramon, California, USA Office

3001 Bishop Dr, Suite 110, San Ramon, California, United States, 94583

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