CRM Tech Consulting Internship-Summer 2026

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: 

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. 

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience. 

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.  If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility 

Responsibilities

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 

Knowledge, Skills And Abilities

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

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 hr@wipfli.com     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.