SAN JOSE @ Instana

Summer 2027 Intern - MBA Business Value & Strategic Selling Consultant (Financial Services)

New York, NY, USA
  • On-site
  • Internship

Listing details

  • Closes Jan 13
  • Posted Oct 10
  • Last verified Oct 15

About the job

Description

Role Description The Business Value Services (BVS) team at Salesforce partners with Financial Services sales and solution engineering teams on strategic customer engagements. Based in New York, New York, this role provides quantifiable insights into how Salesforce solutions, including AI, drive business and financial outcomes for banks, insurers, and wealth managers, including client onboarding, servicing, and advisor workflows.

Responsibilities Facilitate internal and external discovery around customer business roles and processes across companies and industries, including areas where AI can make a difference Collaborate with customers and sales teams to identify, prioritize, and quantify the key performance indicators that show how Salesforce solutions address business goals Size financial services AI use cases, such as agents that handle routine service requests, and model their effect on cost to serve and revenue Build risk and compliance considerations into AI business cases, including model risk management, explainability, data privacy, and required human review

Required Qualifications Currently enrolled in an MBA program with an expected graduation of Spring 2028. 5 or more years of experience in value consulting, management consulting, investment banking, or a similar analytical role prior to pursuing an MBA Experience building and delivering presentations to senior stakeholders

Experience structuring complex problems and translating findings into actionable recommendations

Experience using generative AI tools for research, drafting, or analysis

Preferred Qualifications Experience working in or with financial services organizations

Experience with model governance, model validation, or AI risk teams at a financial institution

Experience scoping an AI use case or measuring results after launch Internship Date: June to August/September *This position is ineligible for visa sponsorship. This posting will close on Oct 20th, 2026.* In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits.

Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.