OVERVIEW: 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 recent business opportunities.

The role bridges marketing strategy with sales execution, positioning the client 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.

This is your journey to lead…

Role Description

Role Title: Insights and Planning Lead

Team: Insights & Planning

Team Lead: Country Lead

It doesn’t matter where you are on the journey. What matters is that you keep learning, growing and making an impact. Success is both the "what" you do and "how" you do it.

How

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 the client 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

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 AND 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.

📌 Exclusive and Retained Insights and Planning Lead (Melbourne)
🏢 Contego - Global Talent Solutions
📍 Melbourne