Sales Operations & Proposals Coordinator

jackmortonworldwide; New York (NY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Jack Morton is seeking a highly organized Sales Operations Coordinator to support the New Business Development team in NYC. You will manage RFPs/RFIs, maintain CRM data, and enable the pursuit process from proposal creation to final submission.

In a fast-paced agency environment, you will coordinate teams, ensure deadlines, and produce polished presentations and SOWs. Hybrid work from our NYC office is required.

Qualifications

• 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.

Responsibilities

• Coordinate 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.
• 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.

Skills

Sales operations

Proposal management

Business development operations

Project coordination

Executive support

Tools

Microsoft Suite

SharePoint / OneDrive

CRM

AI productivity tools

Power BI

DocuSign

Monday.com

Job description

Jack Morton is seeking a highly organized Sales Operations Coordinator to support the New Business Development team in NYC. You will manage RFPs/RFIs, maintain CRM data, and enable the pursuit process from proposal creation to final submission.

In a fast-paced agency environment, you will coordinate teams, ensure deadlines, and produce polished presentations and SOWs. Hybrid work from our NYC office is required.