Inside Sales Coordinator

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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

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