Client Portfolio Coordinator

Jacobs is seeking a Client Portfolio Coordinator to facilitate the growth of our East Central Program Management/Construction Management (PM/CM) market. As a key member of our Buildings & Infrastructure Americas sales team, this position will work in close concert with our sales leaders to support their portfolio management efforts on the ground. Under the direction of our geographic sales leadership, this position will support client accounts and geographic portfolio growth initiatives as well as perform a variety of administrative tasks to enable enhanced sales and delivery team performance.

Key responsibilities will include providing support to sales leaders for a variety of assigned growth accounts and geographic marketing initiatives, as well as providing administrative-level support for project or office management needs as further described below. The ideal candidate is organized, accountable, energetic, capable of working in fast-paced environments, has strong writing and communication skills, and demonstrates responsibility for meeting deadlines and commitments.

The Client Portfolio Coordinator will be responsible for the following Sales activities:

• Provide general administrative sales support relating to CRM updates, budget requests, and coordination with operations, contracts, legal, insurance, and financial teams.

• Support client meetings, industry events, and other external engagements to help build long-term client relationships and position for upcoming opportunities.

• Conduct research to understand market trends, upcoming opportunities, decision makers, and other tasks to support overall pipeline growth.

• Work closely with sales teams to plan and implement conference plans and award submissions.

• Maintain a comprehensive understanding of the sales portfolio and ensuring End Game (EG) readiness for all competitive opportunities. This includes:

• Ensuring CRM documentation and accuracy, including procurement details and milestones

• Facilitating Go/No-Go (GNG) process in Salesforce and resourcing and engaging proposal resources well in advance of RFP release

• Working with the account team and other internal team members to help advance Middle Game (MG) activities on pursuits

• Conducting opportunity-specific research to unearth data that informs strategic decision-making and proposal development

• Supporting compliance with business strategies and elevated risk scenarios

• Support and shadow other sales professionals on geographic must-win opportunities for career growth and development.

• Support Market Directors and sales teams in social media and other marketing strategies to promote market penetration, pipeline growth, and competitive standing. Includes presentations, placemats, and multi-media strategies to support growth in the geography.

• Oversee pre-qualification requirements and submissions and support both sole source and competitive task order development.

• Support proposals and interviews as needed, ranging from low-effort formatting and graphic support to full proposal coordination.

• Support development and update of key resumes and project descriptions as well as qualifications material.

Our Geographic Strategic Proposal Managers will be responsible for the following Project Delivery activities:

• Assists project managers with project set-up activities such as: facilitating the internal approval process; preparing draft task orders; preparing Risk Analysis and Mitigation Plan (RAMP) Tool.

• May compile and generate reports, statistics, timelines, tables, graphs, correspondence and presentations as directed by Project Managers. Proofread and edit technical and non-technical documents for accuracy and consistency.

• Assists project managers with routine activities such as drafting monthly invoices; facilitating gathering information from project staff for monthly progress reports; preparing PowerPoint presentations; preparing meeting agendas and meeting minutes; setting up meetings in Microsoft Teams; and entering reoccurring information into Microsoft Excel files.

• Assists project managers with preparing internal documentation such as project descriptions; project summary paragraphs for sales use; gathering and publishing client quotes; and updating project team members’ master resumes.

• Bachelor's degree in construction management, business, marketing, communication, technical, or other related field

• Excellent verbal and written communication skills, including proficiency in grammar, punctuation, spelling, and formatting preferred

• Must be organized, able to manage multiple, simultaneous projects, and work under tight deadlines

• Proficiency in MS Office, specifically MS Word, PowerPoint and Excel

Ideally, you'll also have

• Minimum of 4 years of prior experience with either sales or project execution within the technical, engineering, or construction industry

• Proficiency in using Salesforce for account planning and opportunity management

• Fluency in Adobe applications, including InDesign

Jacobs is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, ancestry, sex (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, medical condition, marital or domestic partner status, sexual orientation, gender, gender identity, gender expression and transgender status, mental disability or physical disability, genetic information, military or veteran status, citizenship, low-income status or any other status or characteristic protected by applicable law. Learn more about your rights under Federal EEO laws and supplemental language.