Sales Operations Coordinator
About The Position
Jack Morton is seeking a highly organized, detail-oriented, and proactive Sales Operations Coordinator to support the operational engine behind our New Business Development team. This role exists to free sellers to sell. The ideal candidate thrives in fast-paced environments, enjoys building structure from ambiguity, and takes pride in flawless execution. You will serve as the operational backbone of the NBD team, supporting RFP and RFI development, CRM administration, proposal production, reporting, pipeline management, sales enablement, and pursuit coordination. This role combines sales operations, proposal management, CRM support, and pursuit administration into a single function that enables our NBD team to spend more time prospecting, show walking, building relationships, and closing business.
Requirements
- 2-5 years of experience in Sales Operations, Proposal Management, Business Development Operations, Project Coordination, or Executive Support.
- Experience within an agency, experiential marketing, consulting, professional services, or B2B services environment preferred.
- Understanding of proposal and RFP processes.
- Experience supporting business development teams.
- Microsoft Suite
- SharePoint / OneDrive
Nice To Haves
- Working knowledge preferred: CRM, AI productivity tools, Power BI, DocuSign, Monday.com
Responsibilities
- Coordinate the end-to-end administrative workflow for RFPs and RFIs.
- Create and maintain Microsoft Teams channels for pursuits.
- Schedule and coordinate kickoffs, work sessions, reviews, and submission meetings.
- Support company background research and competitive intelligence gathering.
- Manage pursuit workback schedules and milestone tracking.
- Ensure deadlines, deliverables, and approvals remain on track.
- Assemble proposal appendices including: Case studies, Client references, Awards, Sustainability information, DEI content, Agency credentials.
- Support RFI completion using RFPIO and other proposal tools.
- Maintain and improve proposal content libraries and knowledge management systems.
- Create, update, and customize capability presentations and credentials decks.
- Convert internal estimates into client-facing Statements of Work (SOWs).
- Manage document formatting, proofreading, version control, and quality assurance.
- Coordinate proposal packaging and final submission readiness.
- Maintain CRM data integrity and hygiene.
- Support opportunity creation, updates, and pipeline management.
- Assist with activity tracking, campaign attribution, and reporting.
- Identify duplicate records and data quality issues.
- Monitor opportunities requiring updates and follow-up.
- Support reporting requests from Growth leadership.
- Assist in maintaining forecasting and pipeline documentation.
- Support inbound lead management from website inquiries and other sources.
- Gather information from prospective clients and route opportunities appropriately.
- Assist with outbound prospecting administration and sequencing setup.
- Support show walking preparation and research.
- Maintain file management standards, naming conventions, and version control.
- Help organize NBD resources, templates, case studies, and shared content repositories.
- Provide ad hoc operational support during high-volume pursuit periods.
- Format and polish pitch decks, credentials, and proposal presentations.
- Ensure consistency with Jack Morton brand standards.
- Improve presentation quality through layout refinement, formatting, and storytelling support.
- Maintain presentation templates and pursuit assets.
- Perform detailed proofreading and quality control checks before client delivery.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
