New Business Ops Lead: Pipeline & Tracking

5WPR; New York (NY); Hybride; USD 90 000 - 100 000; Plein temps

Résumé du poste

5WPR is seeking a New Business Operations Manager to own the operational side of the new business pipeline. You will run the tracking system for outreach emails, proposals, and calls, ensuring each item has an owner and a due date.

You will log outreach, manage follow-ups, and maintain the proposal tracker with due dates and owners. The role requires coordinating executive calendars and reporting weekly on progress and risks.

Qualifications

• 7+ years in new business, BD ops or proposal management.
• Proven pipeline tracking process used by senior leaders.
• Strong organization and prioritization across deadlines.
• Professional written communication with executives and clients.
• Experience scheduling across multiple executive calendars.

Responsabilités

• Own the new business process from first outreach through proposal submission, including the tracking system, templates and handoffs, and improve it so the team can handle more pitches without losing visibility.
• Track all new business outreach by logging every email that goes out, including who sent it, who received it, when it was sent and whether there has been a reply, and make sure every follow-up happens.
• Maintain a single up-to-date tracker of every proposal that shows what is due, when it is due and who is responsible for it, and assign owners where none exists.
• Confirm that each proposal is submitted on time and received by the recipient, and resolve or *
• Schedule initial vetting calls for executives by coordinating calendars on both sides, and brief the executives beforehand with the background they need.
• Report to leadership each week on what went out, what is due, what is waiting on a response, and where capacity or deadlines are at risk.
• Keep contact details, proposal versions and call notes organized so that anyone on the team can find them.

Connaissances

Organizational skills

Executive communication

Calendar coordination

Discretion

Outils

CRM system

Outlook

Google Workspace

Spreadsheets

Description du poste

5WPR is seeking a New Business Operations Manager to own the operational side of the new business pipeline. You will run the tracking system for outreach emails, proposals, and calls, ensuring each item has an owner and a due date.

You will log outreach, manage follow-ups, and maintain the proposal tracker with due dates and owners. The role requires coordinating executive calendars and reporting weekly on progress and risks.