Agent Associate

Endeavor•New York, NY

17d•Onsite

About The Position

Agent Associate Who We Are: The Agent Associate – Data management & Deal Execution is responsible for the accurate execution of opportunity entry, database maintenance, and standardized administrative support across the agency. This role ensures that opportunities and deals move cleanly through established systems and processes, allowing Agents, Senior Agents, and Speaker Representation to focus on revenue generation. This is an execution-focused role that operates within defined workflows and templates. It does not involve pricing, negotiation, or independent decision-making. Opportunity & Database Management Enter all opportunities and related data into the CRM accurately and promptly Maintain CRM hygiene, including required fields, coding, and status updates Ensure data integrity and consistency across all opportunity records Support periodic audits and database cleanup efforts as directed Standardized Administrative Execution Prepare and manage standardized documents using approved templates Support deal workflows through defined administrative steps Track required follow-ups and documentation through completion Ensure files and records are complete, accurate, and properly stored Low-Fee / No-Fee Deal Execution Execute low-fee and no-fee opportunities using pre-approved templates and workflows Follow defined eligibility rules and escalation protocols Route exceptions for review rather than attempting resolution Agency & Cross-Department Support Provide administrative support to Agents, Senior Agents, and Speaker Representation within defined processes Coordinate with the Agency to implement updated workflows and standards Assist with training adherence by following documented SOPs and checklists Support cross-department data consistency and process alignment

Requirements

2–5 years of experience in an administrative, data management, or coordination role
Experience working with CRM systems and maintaining structured data
Strong attention to detail and comfort operating within defined processes
Ability to manage multiple tasks and deadlines reliably
Clear written and verbal communication skills
Comfort working within established authority and escalation structures

Nice To Haves

Experience in professional services, legal support, events, or agency environments
Familiarity with contract workflows or standardized documentation
Prior experience supporting sales or business development teams

Responsibilities

Opportunity & Database Management Enter all opportunities and related data into the CRM accurately and promptly
Maintain CRM hygiene, including required fields, coding, and status updates
Ensure data integrity and consistency across all opportunity records
Support periodic audits and database cleanup efforts as directed
Standardized Administrative Execution Prepare and manage standardized documents using approved templates
Support deal workflows through defined administrative steps
Track required follow-ups and documentation through completion
Ensure files and records are complete, accurate, and properly stored
Low-Fee / No-Fee Deal Execution Execute low-fee and no-fee opportunities using pre-approved templates and workflows
Follow defined eligibility rules and escalation protocols
Route exceptions for review rather than attempting resolution
Agency & Cross-Department Support Provide administrative support to Agents, Senior Agents, and Speaker Representation within defined processes
Coordinate with the Agency to implement updated workflows and standards
Assist with training adherence by following documented SOPs and checklists
Support cross-department data consistency and process alignment