Sales Research Virtual Internship

Closed
FundMore
Ottawa, Ontario, Canada
Chief Operating Officer
1
Project
Academic experience
80 hours of work total
Learner
Canada
Intermediate level

Project scope

Categories
Market research Operations Product or service launch Marketing strategy
Skills
project implementation machine learning underwriting sales milestones (project management) research automation loans artificial intelligence
Details

ABOUT COMPANY

FundMore.ai is an automated underwriting system that uses machine learning to streamline the Pre-Funding process for loans. Our platform lets you leverage customizable automation, enhance the borrower experience through analytics, reduce risk using AI, and improve your cycle times for new accounts. Fundmore.ai provides immersive training and work-integrated learning to students to get job-ready.

PROJECT SCOPE

2 individual positions available

The project will be executed in phases and students will be able to complete it asynchronously while meeting project milestones. This is a great project for someone looking to get experience in a fast-paced tech start-up environment with our sales department.

Phase 1: Training Phase (about 5 hours)

Students will be provided with all the background information and training in terms of the project outline and deliverables over the course of their time with us. Areas focused aligns with our project and will focus on Tech sales including areas like potential client research, potential partner research, potential competitors, updating databases, and how to contact them.

Phase 2: Project Execution Phase (about 70 hours)

We want you to investigate our potential clients, potential partners, potential competitors, and make the first point of contact. You will be in contact with the CEO and COO for any information and we will provide all current data for review.

Focus may include, but is not limited to:

  • Competitor research and analysis
  • Potential client research, database updates, and initial contact
  • Potential business partners and analysis

The final project deliverables will be reports detailing clients, partners, and competitors with your contact notes.

The report should include:

Detailed report on your process journey of potential partners, clients, and competitors. If and what contact was made with potential partners, clients and competitors. This includes identifying the unique attributes of the potential partners, clients, and competitors.

Through this campaign, we hope to increase our potential partners, clients, and knowledge of our competitors. The submission would be submitted in an arrangement discussed and agreed upon with the students and COO.

Phase 3: Integration of project data with current platforms, practices, and team (about 5 hours)

For the wrap-up of the project, the CEO, COO, and their executive assistant will closely with the students in the best integration of project data to continue for the information to continue to be utilized successfully in our platforms and practices by the team.

Deliverables
No deliverables exist for this project.
Mentorship

Client service - Ability to communicate efficiently and professionally with clients.

Teamwork - Skills needed to interact with other people.

Communication - Skills needed to exchange thoughts and information with other people.

Digital skills - Skills needed to understand and use digital systems, tools, and applications, and to process digital information.

Leadership - skills, including communication, relationship building, and the ability to delegate, and traits such as honesty.

About the company

Company
Ottawa, Ontario, Canada
11 - 50 employees
Real estate, Banking & finance

FundMore.ai is an automated underwriting system that uses machine learning to streamline the Pre-Funding process for loans. Our platform lets you leverage customizable automation, enhance the borrower experience through analytics, reduce risk using AI, and improve your cycle times for new accounts