Inside Sales Coordinator

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.

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.

• Project Surveillance and Market Research
• 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,…