Sales Operations Coordinator

Socket.dev; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Jack Morton is seeking a highly organized Sales Operations Coordinator to support the New Business Development team in New York City. This hybrid role combines sales operations, proposal management, CRM support, and pursuit administration to enable the NBD team to focus on prospecting, show walking, and closing business.

The ideal candidate thrives in fast-paced environments and delivers flawless execution, with 2-5 years in related roles and familiarity with agency or experiential marketing

Qualifications

• 2-5 years of experience in Sales Operations, Proposal Management, Business Development Operations, Project Coordination, or Executive Support.
• Agency/experiential marketing/consulting/B2B services experience preferred.
• Understanding of proposal and RFP processes.
• Experience supporting business development teams.
• Microsoft Suite familiarity.
• CRM, AI productivity tools, Power BI, DocuSign, Monday.com knowledge preferred.

Responsibilities

• Coordinate end-to-end administrative workflow for RFPs and RFIs.
• Create and maintain Teams channels for pursuits.
• Schedule kickoffs, work sessions, reviews, and submission meetings.
• Support background research and competitive intelligence gathering.
• Manage pursuit schedules, milestones, and deadlines.

Skills

CRM tools

Power BI

Microsoft 365

SharePoint

OneDrive

DocuSign

Monday.com

AI productivity tools

Tools

SharePoint / OneDrive

Job description

Experience Without Limits

Come shape the future of brand experience.

At Jack Morton, we design and build head-turning, smile-inducing, impact-driving brand experiences that redefine what experiential marketing can achieve. We help our clients unlock the full value of experiences by turning bold ideas into meaningful connections.

That takes a team that’s bold, curious, and acts as one. We build on each other's ideas, challenge conventions, and show up for one another every day. Here, you'll do your best work, grow quickly, and partner across clients, disciplines, and global teams to bring new ideas to life.

This is a place where curiosity drives what’s next, boldness raises the bar, and every win is shared. Where ownership is expected, egos are left at the door, and the work reflects the passion and talent of the people behind it.

Experience without limits—in your work, your growth, and your impact.

must be able to work hybrid in Jack's NYC office

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.

What you’ll be doing

New Business Operations & Pursuit Support

• 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

RFI & Proposal Management

• 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.

CRM & Sales Operations Support

• 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.

Growth Enablement & Administrative Support

• 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.

Presentation & Document Excellence

• 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.

If you can do all that, you have what it takes. It might help if…

• 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
• Working knowledge preferred: CRM, AI productivity tools, Power BI, DocuSign, Monday.com

Last but not least, we believe in diversity, equity and inclusion.

Jack Morton is an equal opportunity employer; we strongly value diversity at our companies. We do not discriminate on race, religion, color, national origin, disability, sexual orientation, gender identity, gender expression, age, marital status, veteran status, or any other basis prohibited by law.

#LI-SC1