The
Insights & Planning Lead
helps Client Leads unlock growth with key strategic clients by shaping solution-focused ideas, elevating client conversations, and creating compelling pitch decks that use storytelling to
solve challenges and drive new business opportunities. The role bridges marketing strategy with sales execution, positioning the company as a trusted partner rather than just a supplier.
This is the core focus of your role. Make sure you allocate the right amount time to deliver key tasks effectively.
Remember, you’re empowered to lead in your performance…if something doesn’t feel right, work through options on how best to solve for it. Ask for feedback and feel free to share it.
From time to time, you may need to support other areas. Use these opportunities to show teamwork and leadership and ask for clarity if needed.
Key Responsibilities
Insight Driven Solution Development
Translate client insights, challenges, and needs into solution-focused recommendations.
Think beyond briefs and proactively spot opportunities to add client and commercial value.
Shape proposals that elevate conversations and position of the company as a strategic partner.
Client Conversation Partner
Support Client Leads to move discussions beyond product or price towards value and outcomes.
Prepare talking points and decks that reframe client challenges and guide solution-based thinking.
Participate in strategic conversations as a thought partner when needed.
Innovation and Ideation Leadership
Facilitate innovation workshops and ideation sessions that unlock growth for clients and the company.
Stay on top of global trends, fresh thinking, and market shifts to drive smart insights and planning.
Use AI and new tools to solve problems faster and deliver smarter client solutions.
Inspire fresh thinking and lead ideation sessions where client growth opportunities are being explored.
Pitch Deck Storey Telling & Visual Communications
Lead the development of solution-focused pitch decks that follow a clear narrative flow: Client Problem → Bold Idea → Clear Solution → Why It Matters.
Ensure decks feel like stories, blending insights, visuals, and data.
Coach and support Client Leads to confidently present ideas.
Collaborative Partner
Work closely with Client Leads, CXT, Creative, and Production teams to shape commercially viable and operationally realistic ideas.
Act as a bridge between marketing strategy and sales execution
AI & Innovation
Embrace AI as part of how we work, stay open to new ways of doing things, and be willing to learn, experiment and think differently.
Non-negotiable skills and experience
Strategic problem framing: can distil an ambiguous client brief into a sharp problem, useful insight and clear opportunity.
Insight synthesis: knows how to find, test and combine qualitative, quantitative and cultural evidence without relying on a large research budget.
Commercial solution selling: has worked close to a B2B or agency sales cycle and can connect ideas to client growth, value, revenue, GP and delivery reality.
Pitch storytelling writes and shapes senior-client decks with a strong narrative, not a collection of slides.
Facilitation and influence: can lead discovery, ideation and decision-making sessions, challenge constructively and build confidence without formal authority.
Judgement with AI and data uses approved tools to accelerate research and development, checks sources and protects confidential client information.
Helpful, but learnable
Experience in branded merchandise, promotional products, shopper marketing, loyalty, experiential, sponsorship, brand activation or retail marketing.
Familiarity with audience, trend, cultural-insight or social-listening platforms.
Workshop design, innovation methods and rapid concept development.
Experience coaching client-service (sales) teammates.
Understanding of responsible sourcing, sustainability and production constraints in physical brand solutions.
What everyday work looks like
Meet Client Leads to understand priority accounts, live briefs, growth gaps and upcoming client conversations.
Frame the real client problem, identify the audience or behaviour that needs to shift, and find the most useful insight.
Use the company's global insight tools, approved AI tools, client data and desk research to build a concise evidence base. This is synthesis and application, not a large primary-research programme.
Shape solution territories for branded merchandise, promotions, loyalty programmes and brand experiences, working with Creative, Marketing Operations, Production and supply partners.
Build the strategic narrative and content for proposals and pitch decks: client problem, insight, opportunity, bold idea, deliverable solution, commercial case and why it matters.
Facilitate ideation sessions, client workshops and internal working sessions that end with decisions and clear next actions.
Coach Client Leads to present the story confidently and respond to senior client questions.
Create reusable playbooks, insight summaries, case studies and proposal components so good thinking travels across the Australian team and connects with global work.
Likely day-to-day challenges
Turning incomplete or product-led briefs into a clear client problem without slowing the sales cycle.
Creating credible insight and a strong strategic point of view without a local marketing or research budget.
Balancing fresh thinking with price, margin, timing, production, sustainability and supply-chain realities.
Influencing experienced Client Leads and senior clients without formal authority or direct reports.
Moving between several opportunities at different stages, from early discovery to a near-final pitch.
Avoiding beautiful but generic decks. Every recommendation must be useful, distinctive and sellable.
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