CRM Sales Engineer Intern

CRM Sales Engineer Intern – Role Summary
Role Purpose
The Junior Sales Engineer helps the sales team by connecting technical knowledge with client needs. This role is focused on learning how to explain products or services clearly and effectively during the sales process

Key Responsibilities

• Support Sales Demos: Help prepare and deliver product demonstrations under guidance.
• Understanding Client Needs: Assist in gathering and analyzing customer requirements to match them with the right solutions.
• Proposal Support: Contribute to technical sections of proposals or RFP responses.
• Product Learning: Continuously learn about the company’s services, technologies, and use cases.
• CRM Usage: Use tools like FunnelWhirl to update client data, track leads, and log activity.
• Shadowing & Training: Regularly shadow senior Sales Engineers or Business Developers to observe and learn.

Skills Developed

• Technical Communication: Learn how to simplify and present technical concepts to non-technical stakeholders.
• Customer Engagement: Build confidence in interacting with clients, understanding their problems, and offering solutions.
• Proposal Writing: Gain experience contributing to formal proposals and technical documentation.
• Sales Process Understanding: Understand how deals move from lead to close and the Sales Engineer’s role at each step.

4. Tools & Technology

• FunnelWhirl CRM: For tracking leads, logging activities, and managing opportunities.
• Presentation Tools: May include PowerPoint, Google Slides, or live product demo platforms.
• Documentation Tools: Word, Google Docs, Notion, etc., for contributing to proposals or solution outlines.

5. Learning Goals

• Learn how to present a product or service in a compelling way.
• Understand how technical knowledge supports the sales cycle.
• Build confidence to eventually lead small demos or technical conversations.