Client Acquisition Enablement & Technology Senior Manager

Forvis Mazars, LLP•Charlotte, NC

About The Position

This Senior Manager connects client acquisition strategy with technology and automation to improve how pursuit teams find, assemble, and deliver collateral, pitch decks, proposals, and related materials. The role leads two team members and partners with Marketing Technology, Firm Technology Services, Innovation, business development, marketing, and technology owners to advance content reuse, proposal automation, self-service capabilities, and a centralized pursuit resource center.

Requirements

Associate degree in information systems, business, marketing, operations, communications, or a related field, or an equivalent combination of education and relevant experience.
Five to nine years of relevant experience in product ownership, business analysis, technology enablement, business development, marketing, sales enablement, proposal operations, or a comparable function connecting business needs with technology solutions.
Hands-on experience with business systems analysis, requirements gathering, workflow mapping, backlog management, acceptance criteria, business testing, workflow troubleshooting, solution evaluation, and technology adoption.
Experience leading people, setting priorities, managing performance, and supporting professional development.
Practical proficiency with Microsoft 365.

Nice To Haves

Bachelor’s degree in information systems, business, marketing, operations, communications, or a related field.
Professional services experience and knowledge of requests for proposals, proposal processes, collateral, pitch decks, content resource centers, proposal automation, or self-service enablement.
Experience with SharePoint, Power Automate, Microsoft Copilot, or comparable content and automation platforms.
Experience with change management, technology governance, vendor management, or agile practices.

Responsibilities

Lead, coach, and manage the Content Manager and Pursuit Operations & Technology Associate.
Guide the client acquisition enablement roadmap and recommend technology investments based on pipeline, win-rate, pursuit-capacity, and workflow information.
Analyze pursuit workflows and translate user needs into business requirements, acceptance criteria, test scenarios, and practical improvements.
Coordinate business participation in solution evaluation, prototyping, testing, implementation, training, and adoption.
Partner across business development, marketing, sectors, service lines, technology teams, customer relationship management system owners, and vendors.
Advance approved automation, artificial intelligence, content management, and self-service solutions with appropriate governance and human oversight.
Guide development of a centralized pursuit resource center that improves access to and reuse of approved materials.
Measure adoption, content reuse, time saved, turnaround time, proposal volume, workflow effectiveness, and, when available, win-rate or pipeline influence.