CrawlJobs Logo

Bd & Marketing Operations Manager (Pitch & Rfp)

Jersey, Jersey · Job Posted May 27, 2026
Apply Position
Job Link Share

Job Description

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

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Bd & Marketing Operations Manager (Pitch & Rfp)

8 matching positions

BD & Marketing Operations Manager (Pitch & RFP)

The role holder will own the firm’s pitch and RFP automation technology (using T...
Location
Location
Jersey; Guernsey; London; Ireland
Salary
Salary:
Not provided
ogier.com Logo
Ogier
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
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
Read More
Arrow Right

Bd & Marketing Operations Manager (Pitch & Rfp)

At Ogier, we are proud of being a forward-facing and innovative firm. We are alw...
Location
Location
Guernsey , Guernsey
Salary
Salary:
Not provided
ogier.com Logo
Ogier
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
Job Responsibility
  • Pitch and RFP technology ownership
  • Credentials, experience and data management
  • Process design and continuous improvement
  • Adoption, guidance and enablement
  • Governance and risk
  • Vendor relationship management
  • Fulltime
Read More
Arrow Right

Bd & Marketing Operations Manager (Pitch & Rfp)

Location
Location
United Kingdom , Jersey; Guernsey; London; Ireland
Salary
Salary:
Not provided
ogier.com Logo
Ogier
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
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
  • Fulltime
Read More
Arrow Right

BD & Marketing Operations Manager (Pitch & RFP) - 1 Yr FTC

At Ogier, we are proud of being a forward-facing and innovative firm. We are alw...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
ogier.com Logo
Ogier
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
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
Read More
Arrow Right

Business Development Manager (Banking & Finance)

We are seeking an experienced and commercially aware Business Development Manage...
Location
Location
Jersey , Jersey
Salary
Salary:
Not provided
ogier.com Logo
Ogier
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant qualifications and 7 years + experience in BD within a legal or professional services environment with evidence of operating credibly with senior stakeholders and delivering commercially meaningful business development outcomes
  • Strong commercial understanding of the legal / professional services market and the Banking and Finance market, including relevant clients, intermediaries, products, competitive dynamics and market trends, with the ability to translate that understanding into focused BD opportunities and partner advice
  • Evidence of developing and implementing commercially focused effective BD plans, campaigns and client targeting programmes
  • Strong verbal and written communication skills, with the confidence and judgement to build trusted relationships and influence stakeholders across different seniority levels and jurisdictions
  • Confidence in meeting and networking with clients, intermediaries and senior professionals in relevant banking and finance markets
  • A strong team player with a collaborative, intelligent, proactive, hands on and pragmatic approach – willingness to actively contribute to both strategy and delivery and share best practices
  • Strong problem solving and analytical abilities
  • Excellent level of attention to detail, project management skills and the ability to manage multiple workstreams across jurisdictions
  • Strong capability in CRM systems, reporting and BD technology is required, with confidence in using data, digital tools and new technology to improve efficiency, targeting and BD effectiveness
  • High proficiency in all aspects of Microsoft Office is required with openness to BD tech tools and continuous improvement, including approved AI-enabled ways of working where appropriate, and contribute to the adoption of more effective and scalable BD processes
Job Responsibility
Job Responsibility
  • Work with the global Banking and Finance BD lead, jurisdictional partners, senior lawyers and relevant BD colleagues to develop and implement client focused Banking and Finance BD plans for Jersey, Guernsey, London and Dubai offices
  • Support annual planning, budgeting and prioritisation for the service line in these jurisdictions, ensuring activity is aligned with commercial objectives and market opportunities
  • Proactively identify, qualify and help progress new business opportunities, including cross-practice and cross-jurisdictional initiatives with related teams across Ogier Legal and Ogier Global
  • Monitor delivery of agreed activity, track spend against budget and report on progress, outcomes, return on investment and lessons learned
  • Develop and maintain effective target, client and intermediaries lists for the service line, helping partners and senior lawyers identify priority prospects, intermediaries, client opportunities and market gaps and use these to support focused partner outreach and trip planning
  • Produce high quality distribution lists for client mailers, thought leadership campaigns, event invitations and targeted intermediary communications
  • Drive effective use of the CRM system and related BD technology, ensuring opportunities, activity, referrals and client engagement are captured, consistently maintained, tracked, measured and used to inform reporting, targeting and decision-making
  • Support commercially focused BD trip planning, including target setting, meeting strategy and messaging, priority introductions, pre-trip briefing and post-trip follow-up to maximise relationship and business development outcomes
  • Work with the wider BD team to facilitate introductions and cross-selling
  • Working with the partners and the BD Service Line Lead, own the BD strategy around priority Banking & Finance conferences, sponsorships, seminars and webinars, including target audience planning, messaging, partner briefing, follow-up and ROI assessment, working closely with the central events, brand and marketing communications team – these include MIPIM, Global ABS and Fund Finance Association conferences
  • Fulltime
Read More
Arrow Right

Business Development Manager

Infinite Global is an international communications firm specializing in PR, Cont...
Location
Location
United States , New York
Salary
Salary:
80000.00 - 120000.00 USD / Year
INFINITE
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Three to five years of relevant experience in business development, BD operations, or a closely related function
  • prior experience at a PR or communications agency, law firm, professional services organization, or large consulting firm is strongly preferred
  • Demonstrated ability to coordinate complex, multi-stakeholder proposal and pitch processes from initiation to submission
  • Highly organized with exceptional project management skills
  • Strong writer
  • Proficient in Microsoft Office Suite, particularly PowerPoint and Excel
  • Working knowledge of CRM platforms (HubSpot or Salesforce)
  • Analytical and research-oriented
  • Proactive, self-directed, and collaborative
  • Professional, collegial, and service-oriented
Job Responsibility
Job Responsibility
  • Coordinate the end-to-end development of RFP, RFI, and proposal responses
  • Draft first versions of capability statements, credentials decks, and pitch materials
  • Maintain and regularly update a credentials library and case study database
  • Produce and update pitch decks, backgrounders, and presentation materials for introductory and exploratory BD conversations
  • Coordinate inputs from content, digital, research, and design colleagues to ensure proposals reflect the firm’s full range of capabilities
  • Identify opportunities to strengthen proposal quality and consistency over time by developing reusable assets and scalable processes
  • Maintain the firm’s CRM (HubSpot) with accurate, up-to-date opportunity records, contact information, and pipeline status
  • Track all active BD opportunities from initial lead through close
  • Prepare regular pipeline and activity reports for leadership, including monthly reporting to parent company stakeholders
  • Work with the SVP and firm leadership to ensure the CRM reflects current priorities and supports forecasting and revenue reporting
What we offer
What we offer
  • Friendly and highly collaborative working environment
  • Opportunity to work with leading law firms and professional services firms on a global scale within an international network
  • Focus on growth and professional development: twice annual professional planning sessions, regular access to leadership and mentorship opportunities
  • Hybrid work schedule
  • two days in the office with three optional work-from-home days per week
  • $175 one-time stipend for your at-home work set-up
  • $50 monthly stipend for your smartphone contract and a stipend to upgrade your device every three years
  • Competitive salary and customizable benefits package including: 100% company paid health, dental and vision insurance coverage
  • 401k with competitive company match
  • Monthly benefit stipend that can be used for health and wellness, transportation, student loan repayment or charitable contributions
  • Fulltime
Read More
Arrow Right

Business Development Manager

Infinite Global is an international communications firm specializing in PR, Cont...
Location
Location
United States , San Francisco
Salary
Salary:
80000.00 - 120000.00 USD / Year
INFINITE
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Three to five years of relevant experience in business development, BD operations, or a closely related function
  • prior experience at a PR or communications agency, law firm, professional services organization, or large consulting firm is strongly preferred
  • demonstrated ability to coordinate complex, multi-stakeholder proposal and pitch processes
  • highly organized with exceptional project management skills
  • strong writer
  • proficient in Microsoft Office Suite, particularly PowerPoint and Excel
  • working knowledge of CRM platforms (HubSpot or Salesforce)
  • analytical and research-oriented
  • proactive, self-directed, and collaborative
  • professional, collegial, and service-oriented
Job Responsibility
Job Responsibility
  • Coordinate the end-to-end development of RFP, RFI, and proposal responses
  • draft first versions of capability statements, credentials decks, and pitch materials
  • maintain and regularly update a credentials library and case study database
  • produce and update pitch decks, backgrounders, and presentation materials
  • coordinate inputs from content, digital, research, and design colleagues
  • identify opportunities to strengthen proposal quality
  • maintain the firm’s CRM (HubSpot)
  • track all active BD opportunities from initial lead through close
  • prepare regular pipeline and activity reports
  • work with the SVP and firm leadership to ensure the CRM reflects current priorities
What we offer
What we offer
  • Friendly and highly collaborative working environment
  • opportunity to work with leading law firms and professional services firms on a global scale
  • focus on growth and professional development: twice annual professional planning sessions, regular access to leadership and mentorship opportunities
  • hybrid work schedule
  • $175 one-time stipend for at-home work set-up
  • $50 monthly stipend for smartphone contract and stipend to upgrade device every three years
  • competitive salary and customizable benefits package including 100% company paid health, dental and vision insurance coverage
  • 401k with competitive company match
  • monthly benefit stipend for health and wellness, transportation, student loan repayment or charitable contributions
  • Employee Assistance Program and free annual membership to the Calm app
  • Fulltime
Read More
Arrow Right

Pharmacy Technician

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Waynesboro
Salary
Salary:
16.50 - 25.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
September 05, 2026
Flip Icon
Requirements
Requirements
  • Must comply with any state board of pharmacy requirements or laws governing the practice of pharmacy
  • If the state board of pharmacy does not address or mandate a minimum age requirement, must be at least 16 years of age
  • If the state board of pharmacy does not address or mandate a minimum educational requirement, must have a high school diploma or equivalent, or be actively enrolled in high school or high school equivalency program
  • State-level licensure and national certification requirements vary by state
Job Responsibility
Job Responsibility
  • Living our purpose by following all company SOPs at each workstation to help our Pharmacists manage and improve patient health
  • Following pharmacy workflow procedures at each pharmacy workstation for safe and accurate prescription fulfillment
  • Contributing to positive patient experiences by showing empathy and genuine care
  • Completing basic inventory activities, as permitted by law
  • Contributing to a high-performing team, embracing a growth mindset
  • Remaining flexible for both scheduling and business needs
  • Understanding and complying with all relevant federal, state, and local laws
  • Delivering additional patient health care services, where allowable by law
What we offer
What we offer
  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Paid time off
  • Retirement savings options
  • Wellness programs
  • Fulltime
Read More
Arrow Right