Sales Operations & Strategy Associate Intern

EQ Bank | Equitable Bank

. Support recurring Sales Operations activities, reporting cycles and business reviews .

Posted 9/21/2026internshipToronto • CanadaEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Proficient in Sales Operations support, with strong analytical and problem-solving capabilities. Demonstrates expertise in data management, reporting, and collaboration with cross-functional teams to drive operational efficiency.

Highest-signal resume keywords

Microsoft Excel ProficiencyPower BI ExperienceCRM Platform KnowledgeStrong Analytical SkillsEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisReport PreparationMarket ResearchProcess DocumentationData Quality ReviewTrend IdentificationAI Application in BusinessQuality Check on ReportsOperational Resource ManagementTime Management

Soft Skills

Problem-SolvingOrganizational SkillsAttention to DetailCollaborationInitiative

Tools & Technologies

Microsoft PowerPointMicrosoft WordData-Visualization ToolsAI Tools for ResearchAutomation Tools

Industry Keywords

Sales OperationsBusiness ReviewsCross-Functional CollaborationInformation SecurityContinuous Improvement

About the role

Key responsibilities & impact

Support recurring Sales Operations activities, reporting cycles and business reviews
Maintain trackers, working files, process documentation and operational resources
Collect and consolidate updates from Sales teams and cross-functional partners
Track deliverables, owners, deadlines, risks and outstanding decisions
Assist with CRM data quality reviews, account information and related reporting activities
Support Sales events, expense tracking and other operational activities
Use Excel, Power BI, CRM platforms and approved tools to prepare reports and identify trends
Review and organize data to support Sales planning and decision-making
Conduct market, competitor and business research
Summarize findings and translate information into insights and recommendations
Support presentations, meeting materials and leadership updates
Perform quality checks on reports and materials
Identify opportunities to simplify Sales Operations processes using approved AI, automation and digital tools
Use approved AI tools for research, analysis, summarization, documentation and reporting
Review and validate AI-generated outputs
Follow privacy, confidentiality, information security and responsible-use requirements
Document repeatable processes and AI-enabled workflows
Support testing, adoption and continuous improvement of tools and processes
Collaborate with Sales, Finance, Marketing, Credit, Operations and other business partners
Gather information and follow up on inputs and deliverables
Communicate progress, issues and outstanding actions
Contribute to additional Sales Operations and Strategy initiatives as assigned

Requirements

What you’ll need

Currently enrolled in a university or college program in business, finance, analytics, marketing, technology or a related field
Strong analytical, research and problem-solving skills
Proficiency in Microsoft Excel, PowerPoint and Word
Experience with Power BI, CRM platforms, databases or data-visualization tools is an asset
Interest in applying AI and automation to practical business problems
Ability to critically review AI-generated and data-based outputs for accuracy and completeness
Strong written and verbal communication skills
Strong organizational and time-management skills, with the ability to manage multiple priorities
Strong attention to detail and commitment to producing accurate work
Ability to work independently while seeking guidance when appropriate
Ability to collaborate effectively with team members and cross-functional partners
Demonstrated curiosity, initiative and willingness to learn
Submit transcript and resume in one document
All candidates considered for hire must successfully complete a criminal background check and credit check

Benefits

Comp & perks

Competitive discretionary bonus
Market leading RRSP match program
Medical, dental, vision, life, and disability benefits
Employee Share Purchase Plan
Maternity/Parental top-up while you care for your little one
Generous vacation policy and personal days
Virtual events to connect with your fellow colleagues
Professional development and comprehensive Career Development program
Fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
Barrier-free recruitment process and work environment
Accommodations at any stage of the recruitment process
Hybrid work arrangement