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About the Role

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 by serving 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.

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, and 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.

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.

Skills

Microsoft Suite
SharePoint / OneDrive
CRM
AI productivity tools
Power BI
DocuSign
Monday.com

Location

Work Type

Hybrid

Experience Level

2-5 years

About the Company

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.

Equal Opportunity

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.
We make our careers website accessible to any and all users. If you need an accommodation to participate in the application process, please contact us at jobaccomodations@jackmorton.com. This email address is not for general employment inquiries or vendors; rather it is strictly for applicants who require special assistance accessing our employment website. Due to volume, messages sent to this email address that are not related to an accommodation cannot be answered.