Operations Specialist managing day - to - day operations processes for UK business at Moneyfarm. Supporting KYC, AML checks, customer reporting, and internal stakeholders' queries.
About the role
- Internship role focused on data cleanup and analysis during summer in a low-code app development firm. Requires proficiency in Excel and collaboration with sales and operations teams.
Responsibilities
- Perform data cleanup and deduplication tasks, primarily within the Account and Opportunity objects.
- Use Excel to manipulate, analyze, and reconcile data from both Salesforce instances.
- Identify and document data discrepancies, inconsistencies, and gaps.
- Assist with organizing and maintaining project tracking sheets and status logs.
- Support other ad hoc tasks related to the Salesforce integration and data hygiene efforts.
- Work cross-functionally with stakeholders from Operations, Sales, and Technology teams.
Requirements
- Current undergraduate student (rising junior or senior preferred) or recent graduate.
- Strong proficiency in Microsoft Excel (e.g., VLOOKUP, filtering, conditional formatting, pivot tables).
- Excellent attention to detail and accuracy.
- Self-starter who can stay focused on repetitive or task-heavy work.
- Interest in business systems, data integrity, or CRM platforms (Salesforce experience a plus but not required).
- Effective written and verbal communication skills.
- Availability for full-time (40 hours) during the summer with ability to work part-time into the fall.
- Prior experience with Salesforce or other CRM tools is a bonus.
- Familiarity with data hygiene concepts (e.g., duplicates, normalization, data validation).
- Analytical mindset and strong problem-solving abilities.
Benefits
- Equal Employment Opportunity Statement
- Pay Transparency Non-Discrimination Provision
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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