Wipfli Logo

Wipfli

CRM Tech Consulting Internship-Summer 2026

Posted Yesterday
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in Milwaukee, WI
Internship
Remote or Hybrid
Hiring Remotely in Milwaukee, WI
Internship
This internship involves rotating through CRM platforms, assisting in software implementation, and supporting business analysis and project management efforts.
The summary above was generated by AI
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Job Summary
This internship offers a rotational experience across two leading CRM platforms, Salesforce and Microsoft Dynamics 365 (D365) within Wipfli's Growth & Collaboration space. Interns will gain hands-on exposure to CRM implementation, and client engagement while developing foundational consulting skills.
Responsibilities
  • Participate in the analysis, design, selection, and implementation of CRM software systems
  • Collaborate with consultants to develop CRM strategy roadmaps for clients
  • Assist in business analysis and project management across a variety of industries
  • Support configuration, testing, and deployment of CRM solutions
  • Shadow and contribute to client meetings, demos, and feedback sessions
  • Engage in collaborative projects, including sandbox environments and demo builds
  • Learn and apply Lean principles and structured problem-solving techniques
  • Participate in internship capstone projects and feedback loops to enhance program impact

Qualifications:
  • Pursuing an undergraduate degree in Information Systems, Engineering, Business or other related field of study
  • Above average class performance as demonstrated by college GPA; Preferred 3.0 GPA or higher
  • Superior written and verbal communication skills
  • Strong propensity for innovative thinking balanced with the disciplined rigor for following proven methodologies
  • Demonstrated leadership and team-building abilities
  • Ability to build and foster professional business relationships
  • Desire to help companies maximize value by leveraging technology and process improvement
  • Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)

Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!
#LI-Hybrid
#LI-DK1
Additional Details:
This role requires a hybrid work arrangement. At Wipfli, hyrbid work is defined as associates regularly working 2-3 days a week in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance.
Not fully prepared to apply for an internship or not sure where to start? Please join our Talent Community to explore how you can stay connected to Wipfli.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay rate for this role is $30.00/hour. The actual hourly rate at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Top Skills

Microsoft Dynamics 365
Salesforce

Similar Jobs at Wipfli

11 Hours Ago
Remote or Hybrid
Senior level
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage financial analysis, evaluate deal structures, prepare reports, and serve as client contact, overseeing project quality and team collaboration.
Top Skills: ExcelFinancial DatabasesGaapIfrs
11 Hours Ago
Remote or Hybrid
Senior level
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage financial analyses, evaluate deal structures, and provide insights for clients while supervising junior members and ensuring quality deliverables.
Top Skills: ExcelFinancial Databases
Mid level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Oversee client teams in the healthcare sector, manage financial reporting, provide consulting services, and lead staff development.
Top Skills: Bill.ComIntaactMicrosoft Office SuiteNetSuiteQuickbooks Online

What you need to know about the Mumbai Tech Scene

From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account