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Ogier Logo Ogier · IT - Administration

Bd & Marketing Operations Manager (Pitch & Rfp)

United Kingdom, Jersey · Job Posted May 27, 2026
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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
  • 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
  • Process-led mindset: Focused on building scalable, reliable ways of working rather than manual fixes
  • Change-driven: Comfortable driving improvement and adoption across teams
  • Stakeholder-focused: Establishes credibility through expertise, relationships and follow-through.
  • Hands-on approach: Willing to get stuck in and solve problems pragmatically.
  • Curiosity: Demonstrates a genuine interest in understanding how processes operate within the firm, alongside an awareness of how pitching requirements compare across different organisations and industries
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