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 prequalifica