Overview In this role you will act as the operational backbone for the New Business Development team, enabling sellers to focus on prospecting and relationship-building. You'll manage end-to-end RFP/RFI workflows, CRM hygiene, proposal production, and pipeline reporting. You'll coordinate cross-functional pursuits, ensure on-time delivery, and support show walking and research efforts. This position offers a fast-paced, collaborative environment with opportunities to shape processes and drive growth.
Responsibilities- Coordinate end-to-end RFP/RFI workflows and timelines
- Create and maintain pursuit-specific Teams channels and meeting cadences
- Support background research and competitive intelligence gathering
- Manage pursuit milestones and ensure deliverables stay on track
- Assemble proposal appendices (case studies, references, awards, sustainability, DEI, credentials)
- Support RFI completion using RFPIO and other tools; maintain knowledge libraries
- Create and customize capability presentations and client-facing SOWs
- Format, proofread, and control versioning of documents; ensure submission readiness
- Maintain CRM data integrity; support opportunity creation and pipeline management
- Assist with forecasting, reporting, and activity tracking
- Organize inbound/outbound prospecting and lead routing
- Format and polish pitch decks and credentials; ensure brand consistency
- Provide ad hoc support during high-volume pursuit periods
Key requirements- 2-5 years of experience in Sales Operations or related roles
- Experience in an agency, experiential marketing, consulting, or B2B services environment preferred
- Understanding of proposal and RFP processes
- Experience supporting business development teams
- Microsoft Suite; SharePoint/OneDrive; CRM knowledge preferred
- highly organized and detail-oriented
- proactive and able to work in fast-paced environments
- strong coordination and project-management能力
- Microsoft Office
- SharePoint / OneDrive
- CRM (unspecified)
