BD & Marketing Operations Manager – Pitch & RFP

Role Overview

• Act as the day-to-day owner of the firm’s pitch and RFP automation technology, ensuring it is stable, well configured and fit for purpose
• Translate user needs and business priorities into practical system enhancements and configuration changes
• Monitor usage, adoption and performance metrics to ensure the technology delivers measurable value across the organisation
• Optimise and embed AI capabilities within the pitching and RFP processes to improve efficiency, quality and consistency of outputs
• Own the Ogier-wide approach to capturing, structuring and maintaining credentials, experience and other core pitch and RFP data
• Define and implement data standards, governance and quality controls to ensure information is accurate, current and suitable for client-facing use
• Work with Business Development and Marketing, Knowledge and service line teams to identify priority datasets, content gaps and data improvement opportunities
• Tracking and reporting on win/loss rates, trends and ROI
• Design, embed and maintain end-to-end pitch and RFP processes that minimise manual effort and maximise consistency and quality
• Use analytics, usage data, feedback and trends to identify opportunities to refine templates, automation logic and data capture processes
• Continuously improve pitching and RFP processes, with a focus on scalability, efficiency and quality
• Act as a subject matter expert for pitch and RFP technology and data across the business
• Produce guidance, playbooks and training materials to support effective and consistent use of tools and processes
• Promote best practice while accommodating the differing needs of the business
• Ensure that pitch and RFP technology, templates and data comply with brand, regulatory, information security and data protection requirements
• Manage change control and approvals for material updates to platforms, templates and data structures
• Work closely with Risk, Compliance and IT teams to ensure appropriate controls are embedded and maintained
• Act as the primary relationship owner for pitch and RFP technology vendors, managing day‑to‑day engagement including support, incident resolution, enhancements and release management
• Coordinate testing and deployment of upgrades or new functionality
• Work with internal stakeholders (BD, Marketing, IT, Procurement and Finance) to support renewals, licensing changes and future investment decisions

Requirements

• 5–7 years’ relevant experience, ideally at an established Manager level, with the ability to operate independently and make an immediate impact
• Experience of pitch or proposal automation platforms is essential; experience of Templafy would be advantageous
• Experience improving pitch and RFP processes, ideally supported by technology, structured data and AI
• Strong process and change management skills, with the ability to embed new ways of working
• Experience working in a law firm or professional services environment with exposure to pitching and RFP activity is preferred
• Practical understanding of pitching and RFP processes and how technology and data support quality outcomes
• Knowledge of credentials and experience data and how it is used across pitches and proposals
• Understanding of the differences in pitching to various target audiences
• Knowledge of how AI can be used to enhance Pitch & RFP activities