Wipfli
Overview
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.
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 hisLinkedIn (https://www.linkedin.com/in/damian-kauffman-50020520b?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3B4144L4CySQqchVZ8Txa%2B4w%3D%3D) 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.
"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.
Job LocationsUS-WI-Milwaukee | US-IL-Chicago | US-MN-Minneapolis | US-CO-Denver
Job ID 2025-7194
Category Entry-Level/Internships
Remote No
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.
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 hisLinkedIn (https://www.linkedin.com/in/damian-kauffman-50020520b?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3B4144L4CySQqchVZ8Txa%2B4w%3D%3D) 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.
"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.
Job LocationsUS-WI-Milwaukee | US-IL-Chicago | US-MN-Minneapolis | US-CO-Denver
Job ID 2025-7194
Category Entry-Level/Internships
Remote No