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This role would be a key member of the BD & Marketing team during an exciting period of change. The role holder will own the firm’s pitch and RFP automation technology (using Templafy), setting the vision and roadmap and driving adoption, optimisation and continuous improvement. This newly created role reports to the Senior BD&M Operations Manager and is the link between technology, data and proposal owners. They will anticipate needs and enable consistent use, ensuring that the tools are well configured and supported by accurate, up-to-date credentials and experience data across Ogier. Working across the firm, the role uses analytics, feedback and market insight to improve processes, templates, data capture and automation, strengthening pitch and RFP responses at scale.
Job Responsibility
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
Nice to have
Experience working in a law firm or professional services environment with exposure to pitching and RFP activity is preferred