Customer Operations Intern

Customer Operations Intern - Summer 2025

Austin, TX

WHO WE ARE

Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA), Customer Success, and ERP solutions—delivered on Salesforce’s leading cloud platform—provide services businesses with the intelligence and agility to deliver high-quality services, elevate customer experiences and accelerate growth. Headquartered in Austin Texas, with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.

BENEFITS OF JOINING OUR TEAM

●        Through mentorship and  training within the software industry that includes working closely with an assigned Customer Operations Leader as a Mentor 

●        Dynamic and diverse culture within a strong team environment

THE ROLE

As a Certinia  intern, you will be fully emerged within our Customer Operations (CO) team and responsible for a number of key areas, including:

●        Gain a good understanding of our Certinia CO mission, business model and day-to-day operations. Help in identifying opportunities to improve and streamline processes.

●        Evaluate current CO processes and formulate a strategy plan for improvement opportunities.

●        Start and lead a CO process improvement workstream with the support of a cross-functional team

●        Create a tracker/dashboard to manage the results of process improvements

●        Extract and analyze data needed to evaluate current processes to determine potential improvements

●        Work with CO Operations team to streamline continued process improvement efforts

The role will involve working with one or more internal teams, learning about how they work, and making contributions to their goals and objectives.

You will have a mentor to support, stretch and guide you during your internship.

WHAT YOU WILL DO IN THIS ROLE

Responsibilities will include some or all of the following:

●        Run a gap analysis with the outputs being documentation of: current state, R/Y/G of processes, and suggestions on strategic projects or programs to shore up the re-defined processes.

●        Working closely with the manager or assigned staff member, and completing all allocated tasks.

●        Conducting desktop research, or gathering information through surveys or by speaking to internal clients and staff.

●        Updating documents and CO records.

●        Identifying potential weaknesses and offering improvement suggestions.

●        Keeping a log of everything learned and delivering presentations to staff and other stakeholders.

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE

●        It is important that you have a passion for producing the highest quality work that ultimately makes Certinia successful

●        Interpersonal and communication skills, both written and verbal

●        Ability to work independently and as part of a team

●        Resourcefulness in getting over problems and establishing clarity

●        You will be an undergraduate on a Business related degree track

●        Strong interest in technology and sales

●        Attention to detail

●        Self-motiva