About FINTRX
FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the Registered Investment Advisor and global Family Office and ecosystem. Today, FINTRX serves thousands of customers globally, which include top asset managers, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.
About the Role
We are seeking a highly motivated and analytical Sales Strategy and Operations Intern to join our dynamic sales team. In this role, you will have the opportunity to gain hands-on experience in sales operations, strategy development, and process optimization. You will work closely with our Enterprise Sales Team, Chief Revenue Officer, Sales Managers, and cross-functional teams to support the implementation of sales initiatives and drive operational excellence. This is a unique opportunity for someone to be part of a fast growing startup, surrounded by motivated, hungry and professional individuals looking to bring a modern solution to the financial markets.
Responsibilities:
- Assist in the development and execution of sales strategies, including market analysis, target identification, and go-to-market plans
- Support the design and implementation of sales processes, workflows, and procedures to enhance efficiency and productivity
- Collect, analyze, and interpret sales data to identify trends, opportunities, and areas for improvement
- Collaborate with cross-functional teams (e.g., Sales, Customer Success, Marketing) to align sales efforts and support overall business objectives
- Participate in the evaluation and implementation of sales tools and technologies to streamline operations
- Assist in the preparation of sales reports, presentations, and other materials for internal and external stakeholders
- Support ad-hoc projects and initiatives as assigned by the sales leadership team
Requirements
- Current enrollment or Imminent graduation in a bachelor's or master's degree program with a focus on business, finance, marketing, economics, or a related field
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced, dynamic environment
- Proactive approach and willingness to learn
- Excellent communication and interpersonal abilities
- Proficiency in Excel Required
- Familiarity with CRM systems (Hubspot) a Plus
- Previous Internship Experience in Financial Services Preferred
Internship Program Specifications
- 10-Week Program (June 1, 2026 - August 3, 2026)
- Hybrid Work environment
- Company and Intern Events Throughout Summer
In addition to our competitive compensation package, we offer a highly motivated, growing and supportive environment with the opportunity to work alongside many other highly talented professionals. We strive to continually build on our evolving culture - which is built on; innovation, drive, and top tier product creation on behalf of our global client base.
FINTRX does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.
*Candidate must be able to work EST business hours to be considered
Top Skills
What We Do
FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers. In November of 2021, FINTRX closed its Series A round of funding, raising $9M. https://www.fintrx.com/
