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. Sales Operations Intern 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. Sales Operations Intern Qualifications · 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.

Requirements

Must-haves

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.
Sales Operations Intern 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.
Sales Operations Intern Qualifications
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.
Work Environment & Physical Requirements
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.
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.

Nice-to-haves

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.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: ukg
Effort: medium