Work Term: January - April 2027
The PC Mastercard team is seeking a Co-op Student to support its dynamic, fast-paced Lifecycle Management & Partnerships team. The role supports key initiatives across customer lifecycle management, engagement and retention programs, and strategic partner relationship management. It works cross-functionally with Digital, Marketing, Product, Data, and external partners to support initiatives that enhance the customer experience and drive engagement for no-fee and Insiders credit cards. The successful candidate will gain exposure to customer lifecycle strategy, partnership management, data analysis, performance reporting, and cross-functional project coordination while contributing to customer and business outcomes.

The Core Responsibilities of the Job

Sales Operations and Coordination

- Support recurring Sales Operations activities, reporting cycles and business reviews.
- Maintain trackers, working files, process documentation and other operational resources.
- Collect and consolidate updates from Sales teams and cross-functional partners.
- Track deliverables, owners, deadlines, risks and outstanding decisions.
- Assist with CRM data quality reviews, account information and related reporting activities.
- Support Sales events, expense tracking and other operational activities as required.

Reporting and Business Analysis

- Use Excel, Power BI, CRM platforms and other approved tools to prepare reports and identify trends.
- Review and organize data to support Sales planning and decision-making.
- Conduct market, competitor and business research.
- Summarize findings and translate information into clear insights and recommendations.




- Support the preparation of presentations, meeting materials and leadership updates.
- Perform quality checks to help ensure reports and materials are accurate and complete.

Process Improvement and AI Enablement

- Identify opportunities to simplify recurring Sales Operations processes using approved AI, automation and digital tools.
- Use approved AI tools to support research, analysis, summarization, documentation and reporting.
- Review and validate AI-generated outputs before they are used or shared.
- Follow applicable privacy, confidentiality, information security and responsible-use requirements.
- Help document repeatable processes and AI-enabled workflows.
- Support the testing, adoption and continuous improvement of new tools and processes.

Cross-Functional Support

- Work collaboratively with Sales, Finance, Marketing, Credit, Operations and other business partners.
- Gather information and follow up on required inputs and deliverables.
- Communicate progress, issues and outstanding actions clearly and promptly.
- Contribute to additional Sales Operations and Strategy initiatives, as assigned.

Let's Talk About You

- Currently enrolled in a university or college program in business, finance, analytics, marketing, technology or a related field.
- Strong analytical, research and problem-solving skills.




- Proficiency in Microsoft Excel, PowerPoint and Word.
- Experience with Power BI, CRM platforms, databases or data-visualization tools is an asset.
- Interest in applying AI and automation to practical business problems.
- Ability to critically review AI-generated and data-based outputs for accuracy and completeness.
- Solid written and verbal communication skills.
- Strong organizational and time-management skills, with the ability to manage multiple priorities.
- Strong attention to detail and commitment to producing accurate work.
- Ability to work independently while seeking guidance when appropriate.
- Ability to collaborate effectively with team members and cross-functional partners.
- Demonstrated curiosity, initiative and willingness to learn.

What we offer [For full-time permanent roles]

- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while you care for your little one
- Generous vacation policy and personal days
- Virtual events to connect with your fellow colleagues
- Professional development and comprehensive Career Development program
- A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

The incumbent will be working hybrid and in office time will be spent working from EQ Bank's additional office space located at2200-25 Ontario Street, Toronto, ON.

Equity, Diversity & Inclusion

EQ is committed to building an inclusive, accessible environment where every employee feels

📌 Intern - Sales Operations & Strategy Associate Winter 2027 (Toronto)
🏢 EQ Bank
📍 Toronto