Inside Sales Coordinator

Job Description

Job Description

Omega Morgan believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this position description is designed to outline primary duties, qualifications, and job scope, but not limit the individual nor the organization to just the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

SUMMARY

The Inside Sales Coordinator will support Omega Morgan's Business Development, Sales, and Project Estimating teams by strengthening project intelligence, improving bid readiness, and helping create a more complete and professional customer-facing output.

KEY RESPONSIBILITIES

Project Surveillance and Market Research

• Monitor public and private sources for new project opportunities in Omega Morgan's target markets, including data centers, advanced manufacturing, energy, utilities, semiconductors, infrastructure, industrial facilities, aresospace & defense and other capital-intensive sectors.
• Use AI-enabled tools, construction databases, public filings, permit searches, news sources, industry publications, company websites, and other research methods to track project status and identify relevant updates.
• Maintain awareness of key project milestones, including site selection, entitlement, permitting, design, preconstruction, contractor selection, construction start, equipment procurement, commissioning, and operational ramp-up.
• Identify and track key project participants, including owners, developers, general contractors, construction managers, EPC firms, mechanical contractors, electrical contractors, OEMs, Integrators, logistics partners, and major subcontractors.
• Find new and creative ways to locate stakeholders, decision makers, and influencers tied to specific project and trends in project timelines as it relates to bid cycle.

Contractor and Stakeholder Identification

• Research and document project teams for active and forecasted opportunities.
• Support Business Development in identifying the right contacts within general contractors, EPC firms, developers, owners, OEMs, and trade partners.
• Build stakeholder maps for strategic projects, including company roles, contact names, titles, locations, relationship history, and potential relevance to Omega Morgan's services.
• Support outreach preparation by gathering project context, contact details, company background, and relevant talking points.
• Maintain accurate records of contractors, vendors, customers, and project contacts in CRM or other designated systems.

Bid Intake and Initial Review

• Receive, organize, and review incoming bid opportunities, RFQs, RFPs, invitations to bid, prequalification requests, and related customer inputs.
• Conduct an initial pass to determine whether bid packages are complete or incomplete.
• Identify missing information, unclear scope items, schedule gaps, incomplete drawings, missing specifications, unclear commercial terms, and other items that may impact estimating or proposal quality.
• Coordinate with Business Development, Sales, and Estimating to ensure required information is captured before a bid is advanced.
• Prepare bid intake summaries that clearly outline scope, due dates, customer requirements, risks, missing information, and next steps.
• Support bid/no-bid discussions by organizing relevant project details and opportunity context.

Bid Presentation and Customer Output Support

• Support the development of bid presentations, proposal packages, executive summaries, and customer-facing pursuit materials.
• Help organize Omega Morgan's capabilities, experience, project examples, safety information, logistics approach, and value proposition into a clear and professional format.
• Work with Business Development, Sales, Estimating, and Marketing to improve consistency and quality in customer deliverables.
• Support the preparation of project-specific pursuit materials that demonstrate Omega Morgan's ability to solve customer problems related to rigging, transportation, storage, logistics, equipment setting, and project execution.
• Assist in creating customer-ready summaries that help differentiate Omega Morgan from competitors.

Vendor and Partner Outreach

• Conduct outreach to vendors, subcontractors, OEMs, trade partners, and other outside parties as needed to support bids, research, project intelligence, and prequalification efforts.
• Request information from vendors, including pricing, availability, lead times, capabilities, insurance information, safety documentation, certifications, and other required inputs.
• Track vendor responses and follow up as needed to keep opportunities moving.
• Help maintain vendor information and support the development of reliable partner networks in strategic markets.

Prequalification Support

• Coordinate customer and contractor prequalification requirements as necessary.
• Assist with gathering and submitting required documentation, including company information, safety records, insurance certificates, financial information, references, certifications, project experience, and compliance materials.
• Track prequalification status, upcoming renewals, required updates, and missing documentation.
• Work with internal teams to ensure Omega Morgan remains ready and eligible to pursue targeted opportunities.

CRM, Pipeline, and Data Management

• Maintain accurate CRM records for projects, companies, contacts, pursuit status, bid activity, follow-up items, and relationship history.
• Ensure project and contact information is organized, current, and actionable for Business Development, and Sales.
• Support pipeline reporting by updating opportunity stages, next steps, key dates, estimated values, and known project participants.
• Help create visibility into market activity, pursuit progress, and upcoming bid opportunities.
• Use consistent naming conventions and data standards to improve CRM quality and reporting accuracy.

Inside Sales and Administrative Support

• Support Business Development and Sales with research, meeting preparation, contact lists, project summaries, follow-up tracking, and customer communications.
• Assist with scheduling, document organization, presentation preparation, and internal coordination related to strategic pursuits.
• Help prepare call notes, meeting summaries, action items, and follow-up materials.
• Support cross-functional communication between Business Development, Sales, Estimating, Operations, and Marketing.
• Provide flexible inside sales support as priorities shift across markets, accounts, and strategic opportunities.

AI and Sales Enablement Tools

• Use AI-enabled tools to support project tracking, research summaries, contractor identification, account planning, and customer-ready materials.
• Evaluate and recommend tools, databases, workflows, or process improvements that can improve project surveillance, lead generation, bid tracking, and sales productivity.
• Help standardize research outputs so project intelligence can be quickly understood and used by internal teams.
• Maintain a practical understanding of construction databases, CRM systems, LinkedIn Sales Navigator, ZoomInfo, permit platforms, AI research tools, and other sales enablement resources.

IDEAL CANDIDATE PROFILE

• 3 to 7 years of experience in inside sales, sales coordination, business development support, estimating support, project coordination, construction administration, market research, or a related role.
• Experience supporting construction, industrial services, logistics, utilities, data centers, advanced manufacturing, energy, infrastructure, or project-based sales environments is preferred.
• Strong research skills with the ability to locate project information, identify stakeholders, and summarize findings clearly.
• Comfortable using AI tools, CRM systems, construction databases, LinkedIn, company websites, public records, permit searches, and other digital research platforms.
• Highly organized and detail-oriented, with the ability to manage multiple projects, deadlines, contacts, and bid opportunities at the same time.
• Strong written communication skills with the ability to create clear summaries, organized notes, professional emails, and customer-facing materials.
• Ability to review bid packages and identify missing, unclear, or incomplete information.
• Comfortable communicating with vendors, contractors, customers, and internal stakeholders.
• Strong follow-up discipline and ability to keep information moving between Business Development, Sales, Estimating, and Operations.
• Practical, resourceful, and curious, with a willingness to dig for information and find new ways to locate project stakeholders.
• Team-oriented mindset with a strong desire to support commercial growth and improve customer output.

PREFERRED QUALIFICATIONS

• Experience with CRM systems and sales pipeline tracking.
• Experience with construction bid platforms, project databases, permit searches, or public project tracking 

Benefits

• Health insurance
• 401(k) matching
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• Paid holidays
• PTO/Vacation/Sick