Sales Operations Coordinator
Core
Operational backbone for the New Business Development team, enabling sellers to focus on prospecting and closing by managing RFPs, RFIs, proposals, CRM data, and pursuit coordination.
Role type
Sales Operations Coordinator
Builds
Operational workflows, proposal packages, CRM pipelines, and pursuit tracking systems for the New Business Development team.
Domain
Experiential marketing agency / B2B services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
RFP/RFI coordination, CRM administration, proposal management, pipeline tracking, document formatting, proofreading, data hygiene, presentation design
Preferred skills
Agency environment experience, understanding of proposal processes, business development support experience
Technologies
Microsoft Teams, SharePoint, OneDrive, RFPIO, Power BI, DocuSign, Monday.com
Responsibilities
Coordinate end-to-end administrative workflow for RFPs and RFIs; Create and maintain Microsoft Teams channels for pursuits; Manage pursuit workback schedules and milestone tracking; Maintain CRM data integrity and hygiene; Assemble proposal appendices including case studies and credentials; Format and polish pitch decks and proposal presentations; Support opportunity creation, updates, and pipeline management.
Seniority
Mid-level, hands-on IC