2027 Summer Sales Operations Intern

Ultipro; Los Angeles (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

SitelogIQ is seeking a Sales Operations Intern to support the Commercial Markets team with data, reporting, and process documentation. You will help improve CRM records, prepare pipeline and forecasting materials, and assist in segmentation and campaign prep while learning leadership review processes.

The role emphasizes attention to detail, comfort with structured data, and familiarity with Excel/Sheets and presentations. Office-based in Los Angeles with minor travel.

Qualifications

• Pursuing a degree in business, sales, finance, analytics, information systems, operations, marketing, or a related field.

Responsibilities

• Review and improve CRM records, including account ownership, contact details, opportunity stages, close dates, next steps, and supporting notes.
• Assist with recurring pipeline, forecast, activity, and performance reports for sales leadership and team meetings.
• Support account segmentation, territory planning, target-list development, and campaign preparation using clear business criteria.
• Analyze data for gaps, trends, risks, and opportunities; summarize findings and prepare materials for sales and leadership reviews.
• Create practical sales tools, templates, process guides, and shared trackers that make repeatable work easier.
• Coordinate with cross-functional partners and explore responsible ways to streamline work through formulas, automation, and approved AI tools.

Skills

Excel / Sheets

PowerPoint / Slides

CRM experience

Data analysis

Cross-functional coordination

Education

Pursuing a degree in business, sales, finance, analytics, information systems, operations, marketing, or related field

Job description

SitelogIQ is a world-class team making a large-scale impact on the efficiency and sustainability of the places we live, work, shop, and heal.

SitelogIQ delivers turnkey energy efficiency and property improvement programs that transform built environments and breathe life into the sustainability, financial, and resiliency goals of real estate teams and corporations across the U.S. Our mission is to make buildings better while making it easy for our clients to accelerate their impact.

Job Summary

Our Sales Operations Intern helps the Commercial Markets team work with greater consistency, visibility, and speed. This role will support sales data, reporting, process documentation, account segmentation, and team readiness while learning how leaders manage pipeline, forecasting, and performance.

• Review and improve CRM records, including account ownership, contact details, opportunity stages, close dates, next steps, and supporting notes.
• Assist with recurring pipeline, forecast, activity, and performance reports for sales leadership and team meetings.
• Support account segmentation, territory planning, target-list development, and campaign preparation using clear business criteria.
• Analyze data for gaps, trends, risks, and opportunities; summarize findings and prepare materials for sales and leadership reviews.
• Create practical sales tools, templates, process guides, and shared trackers that make repeatable work easier.
• Coordinate with cross-functional partners and explore responsible ways to streamline work through formulas, automation, and approved AI tools.
• Currently pursuing a degree in business, sales, finance, analytics, information systems, operations, marketing, or a related field.
• Strong attention to detail, sound judgment, and comfort working with structured data.
• Working knowledge of Excel or Google Sheets and PowerPoint or Google Slides; CRM or dashboard experience is a plus, not required.
• Ability to organize priorities, communicate clearly, ask thoughtful questions, and protect confidential information; interest in energy, facilities, or construction is a plus.

Work Environment & Physical Requirements

The position is performed primarily in an office setting. While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, bend, stoop, kneel, and use hands and fingers to operate a computer, phone, and keyboard. May regularly need to lift and carry 20 lbs., unassisted. Position may require up to 10% travel.

More About SitelogIQ

At SitelogIQ, we’re focused on creating a great environment for our team first so that it is more energizing and rewarding to focus on creating a great customer experience. That’s what we call a win-win.

We partner with clients in K-12, higher ed, government, healthcare, multifamily housing, and industry to optimize energy efficiency, improve indoor air quality, address lighting, and improve the customer experience. With offices across the country, it’s rewarding to make a difference in the communities where our teammates live and work.

NOTE: This job description is not intended to be all-inclusive. Employee may be asked to perform other related duties as required to meet the ongoing needs of the Organization.

SitelogIQ is an Equal Opportunity Employer and participates in the E-Verify program.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.