IT CRM Intern
Plano, Texas, United States
Inogen, Inc.
We are seeking a tech-savvy intern to join our team with a focus on automating and enhancing customer experiences through CRM platforms like Salesforce. This role combines AI integration, process automation, and virtual agent development using modern tools such as Copilot and Salesforce Einstein. The intern will gain practical experience in improving lead management, customer engagement, and sales operations using CRM-driven AI and automation.
What Will You Learn
- How to design and automate CRM processes like lead assignment, opportunity tracking, and customer follow-ups
- How to use Salesforce Flow Builder, Process Builder, and Einstein GPT to create scalable workflows
- How to integrate CRM systems with virtual agents and backend logic to improve support experiences
- How AI and data classification improve sales productivity and customer personalization
Responsibilities
Specific tasks, duties, essential functions of the job:
- Customize Salesforce objects, flows, and automation rules
- Automate tasks like lead assignment, email outreach, and opportunity tracking
- Design and deploy intelligent flows using Salesforce Einstein
- Integrate bots and flows into Salesforce for automated task completion
- Support testing, iteration, and improvement of customer workflows
Qualifications
Experience and Education:
- Enrolled in a bachelor’s or master’s degree in Information Systems, Computer Science, Business Analytics, or related field
- Knowledge of PowerShell, Python, or Flow Designer expressions for automation use cases
- Good understanding of REST APIs and how to consume or test API calls (e.g., using Postman or within ServiceNow integration modules)
- Exposure to JSON data structures, web concepts like HTML/CSS, or platform-specific markup (e.g., GlideRecord) is a plus
- Knowledge of programming languages such as Java, Python
- Experience writing code to automate manual work using programming languages or automation through macros (e.g., VB)
- Academic or project exposure to Salesforce or similar CRM tools
- Familiarity with flow design, logic-based automation, or chatbot platforms is a plus
- Understanding of relational data and CRM concepts (e.g., Leads, Accounts) is preferred
- Eager to learn how AI and automation can improve business engagement workflows
Tags: APIs Business Analytics Chatbots Classification Computer Science Copilot GPT Java JSON Python Salesforce Testing
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