Role Overview

We are looking for a detail-oriented and process-driven professional to support our New Business & Growth team. This role will focus on CRM management, lead tracking, and pre-sales research, enabling the agency to build strong, insight-led pitches and drive efficient lead conversion.

You will play a key role in ensuring that every opportunity is well-researched, tracked, and effectively transitioned into compelling client engagements.

Key Responsibilities

CRM Management & Lead Governance

Maintain accurate and up-to-date records of all leads and opportunities within CRM systems (e.g., Salesforce)
Capture all interactions, briefs, and updates with precision and timeliness
Ensure strong CRM hygiene, data consistency, and structured pipeline tracking
Monitor lead progress and proactively flag delays in follow-ups or conversions

Lead Management & New Business Support

Track inbound and outbound leads across the agency pipeline
Ensure no opportunity is missed by maintaining end-to-end visibility of lead stages
Support the new business team in managing pitch pipelines and opportunity status
Coordinate with internal teams to ensure timely movement of leads

Research & Pitch Intelligence

Conduct in-depth research on prospective clients, including:
Brand positioning and communication strategy
Digital and social media presence
Competitor campaigns and agency partnerships
Develop sharp, insight-driven briefs to support pitch teams
Identify strategic hooks, gaps, and opportunities to strengthen proposals

Pitch & Proposal Support

Assist in preparing background research and inputs for pitch decks and proposals
Ensure all relevant client information is readily available to strategy and creative teams
Support the team in building data-backed narratives for new business presentations

Operational Excellence & Reporting

Maintain lead dashboards, trackers, and weekly/monthly pipeline reports
Analyze lead trends and conversion metrics to identify improvement areas
Drive process enhancements to improve lead management and reporting efficiency

Cross-Functional Coordination

Act as a bridge between business development, strategy, and client servicing teams
Ensure seamless handover of opportunities for pitch and execution
Maintain alignment across teams on lead status and priorities

Candidate Profile

1–3 years of experience in:
Agency environment (preferred), or
Sales operations / CRM / business coordination
Strong research and storytelling support capability
High attention to detail and structured working style
Familiarity with CRM tools (Salesforce preferred)
Proficiency in Excel and presentation tools (PowerPoint/Google Slides)
Strong communication and stakeholder coordination skills
Ability to thrive in a fast-paced, deadline-driven agency environment

What You’ll Gain

Direct exposure to high-impact new business pitches
Opportunity to work with strategy, creative, and leadership teams
Hands-on experience in building insight-led client engagements
Fast-paced learning and growth within a dynamic agency setup

D'Art Design Jobs

Executive-New Business Operations