R&T Deposit Solutions→
Sales Intern at R&T Deposit Solutions in New York, NY
InternshipHybridFull-timeNew York, NY$42k–$46k/yr
Skills
salesexcelgoogle sheetscrm platformsdata analysiseager to learn
Job Description
Summary: R&T Deposit Solutions is a financial technology company based in New York City, recognized for its leadership in the administration of insured deposit programs. The Sales Intern will support the Sales organization through prospect research, sales operations, and enablement activities, providing hands-on exposure to B2B financial services sales and revenue operations.
Responsibilities:
- Conduct prospect and market research on banks, credit unions, and financial institutions
- Assist with account segmentation and territory analysis to support sales prioritization
- Help maintain and update CRM data (e.g., Salesforce) including accounts, contacts, and activities
- Support sales enablement efforts, including:
- + Preparing sales decks, one-pagers, and battlecards
- + Organizing competitive intelligence and market insights
- Analyze basic sales metrics and pipeline data to identify trends and opportunities
- Assist with outreach preparation (call lists, email personalization, event follow-ups)
- Collaborate with Sales, Marketing, and Client Services teams on cross-functional initiatives
- Support special projects related to process improvement, tools, or reporting
Required Qualifications:
- Currently enrolled in an undergraduate program (Business, Finance, Economics, Marketing, Analytics, or related field preferred)
- Strong interest in sales, finance, fintech, or business operations
- Analytical mindset with comfort working in Excel or Google Sheets
- Strong written and verbal communication skills
- Highly organized, detail-oriented, and eager to learn
- Ability to work independently and manage multiple tasks
Preferred Qualifications:
- Familiarity with CRM platforms (Salesforce preferred)
- Experience with data analysis, dashboards, or business reporting
- Prior internship or campus leadership experience
Required Skills: Sales
Important Skills: Excel, Google Sheets, CRM platforms, Data analysis
Nice-to-Have Skills: Eager to learn
Benefits: Hands-on experience within the FinTech industry, Mentorship and guidance from experienced professionals, Networking opportunities with industry leaders and professionals, Opportunity to work at a fast-growing, private equity-backed company
Benefits
Hands-on experience within the FinTech industry
Mentorship and guidance from experienced professionals
Networking opportunities with industry leaders and professionals
Opportunity to work at a fast-growing, private equity-backed company