Sales Operations Coordinator

### **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, **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 Requisition #: 1958 *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.](mailto:jobaccomodation@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.* \*\*\*JOB SCAM ALERT\*\*\* We have recently become aware that individuals not associated with Jack Morton have fraudulently used our name – and the names of some of our employees – to solicit applications for fake jobs, to conduct fake job interviews and to make fake job offers. **Any request to schedule an interview and any bona fide offer of employment will only come from an authorized representative of Jack Morton with an email address [“@jackmorton.com](mailto:%E2%80%9C@jackmorton.com)” or “@jackmorton.co.uk” or "@impact-xm".** We will never require an applicant to provide credit card or banking information to cover any supposed advance costs. If you have provided personal information in connection with a fake job offer or interview and you are concerned, we suggest that you take appropriate action. Jack Morton takes these activities very seriously and are taking appropriate steps to shut down this fraudulent activity. We urge you to be careful when sharing your personal information and to be aware of scams involving fake job postings and job offers.