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Client Experience Intern (Bookings + CRM)

Sorbae Frozen Treats
Email

Project Scope

Support Sorbae’s growth by managing the bookings pipeline in Wix CRM, improving follow up consistency, and contributing to targeted outreach (approximately 70% CRM/client experience + 30% B2B-style account prospecting). Provide weekly KPI snapshots and insights to help improve conversion and process quality.

Primary Duties 

  • Manage inbound leads in Wix CRM: log inquiries, maintain accurate records, move leads through stages, and keep a “next action” follow-up queue.
  • Collect minimum quote details (date, time, location, guest count, cart/truck preference) and prepare internal notes to support quoting.
  • Support targeted outbound introductions and relationship-based outreach to corporate and partnership-style opportunities; track activity and results.
  • Deliver weekly KPI snapshots (organic vs targeted leads added; contacted; follow-ups sent; proposals active; contracts/invoices issued) plus observations and improvement ideas.

Note: The intern will not send pricing, quotes, contracts, or invoices independently. All quotes and invoices are reviewed and approved by supervisor prior to being sent.

Qualifications

  • Junior or Senior in UMass Dartmouth Charlton College of Business 
  • Able to work ~10 hours/week for 12–15 weeks 
  • Reliable computer/Wi-Fi
  • Comfortable learning new tools (Wix CRM, Google Sheets)


Competencies

Strong written communication, organization and follow through, attention to detail, professionalism handling customer information, ability to work independently with regular feedback, and comfort with spreadsheets.

Learning Opportunities 

  • CRM pipeline management (Wix) + sales ops fundamentals (lead stages, follow-up systems, documentation)
  • Relationship based client communication, lead qualification, and escalation judgment
  • KPI tracking and funnel analysis in Google Sheets (weekly reporting, identifying bottlenecks)
  • Small business growth operations in food/events, including professional standards and customer experience

Supervisor Details

Supervisor: Monica Ferracioli, Founder/Owner, Sorbae Frozen Treats
Email: monica@sorbaefrozentreats.com
Phone: 508-985-3329