Role Description
The Pre-Sales Strategy Manager owns pre-sales and strategy support for the agency, developing the pricing, proposals, and strategic materials the sales team needs to pursue and win new business. The role is the primary builder of RFP responses and other insights-driven pitches, working closely with sales, client services, operations, and outside vendors. This is a fast-paced, hands-on role that requires business acumen and the ability to turn complex inputs into clear, persuasive materials that drive new business.
Responsibilities
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Responds to client RFPs by working with business leaders to scope opportunities, create strategic pitch decks, manage response timelines from internal/external partners, and package and deliver each response by the required deadline.
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Builds pricing plans and campaign budgets for RFPs and proposals by gathering inputs from internal teams and outside vendors.
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Uses insights tools to develop data-backed recommendations for pitches, proposals, and sold business, ensuring proposed and contracted solutions align with client objectives.
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Conducts pre-sales research on new categories, companies, and competitors to inform outreach, pitch strategy, and proposal content.
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Develops sales materials, including strategic messaging, one-sheets, capabilities presentations, and other collateral designed to best position the agency and our solutions to prospective clients.
Qualifications
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Education Requirements: Bachelorβs degree
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Experience Requirements: 4β6 years experience in relevant field (Marketing Agency, Vendor, or Business Services experience preferred)
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Travel requirement: No travel requirements
Requirements
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Knowledge of pricing and budget development, including the ability to gather, compare, and reconcile vendor quotes into accurate campaign budgets, with strong spreadsheet skills.
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Ability to build strong insights-driven strategic proposals and pitch decks, including using data and insights tools to support recommendations.
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Strong written and verbal communication skills, including the ability to present orally to internal and external audiences.
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Proficiency with productivity software, and working knowledge of AI tools applied to research and proposal design work.
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Strong organization and attention to detail, with the ability to manage multiple duties and competing deadlines accurately.
Environmental & Physical Requirements
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Office / Sedentary Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment.
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Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs.