Client Acquisition Enablement & Technology Senior Manager

Forvis Mazars, LLP; Orlando (FL); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Flexible work environment

Total rewards program

Job summary

Forvis Mazars, LLP, a leading professional services firm, seeks a Senior Manager to bridge client acquisition strategy with technology. You will drive content findability, automation, and self-service across pursuit workflows, from early engagement to winning proposals, coordinating with Marketing, CRM, and platform teams.

Reporting to the Client Acquisition Director, you will oversee the Content Manager and Pursuit Operations & Technology Associate, champion UCX, and lead strategic initiatives

Qualifications

• Leadership and cross-functional collaboration experience.
• Experience in product ownership, systems enablement, or sales enablement functions.
• Strong ability to analyze pursuits and translate needs into requirements.
• Proven track record managing stakeholders and driving adoption.

Responsibilities

• Lead and develop Content Manager and Pursuit Operations & Technology Associate.
• Guide enablement roadmap and recommend tech investments for content access and automation.
• Analyze pursuit workflows and translate needs into practical improvements.
• Partner with platform owners to prototype, test solutions within governance.

Skills

Leadership

Communication

Business analysis

Problem solving

Data-driven decisions

Microsoft 365

Workflow automation

UCX principles

Education

Associate degree in information systems, business, marketing, operations, or communications

Bachelor’s degree in information systems, business, marketing, operations, or communications

Tools

SharePoint

Power Automate

Microsoft Copilot

Job description

Description & Requirements

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. Applying technical fluency and business process expertise, the role improves how teams find, assemble, and deliver the materials that support the client lifecycle, from early engagement through pursuit, proposal, and win, including collateral, pitch decks, and proposals. Working closely with pursuit teams, the role builds an understanding of their needs and workflows to advance content findability and reuse, proposal automation, and self-service, with phased development of a centralized pursuit resource center.

Reporting and Team

Reporting to the Client Acquisition Director, the role supervises the Content Manager and Pursuit Operations & Technology Associate. The senior manager serves as a client acquisition enablement technology and automation subject matter expert, collaborating with Martech and Firm Technology Services (FTS) on business requirements, testing, and adoption in support of FTS-led technical delivery. The role sets a standard for Unmatched Client Experience® (UCX) principles to the internal client experience, making tools, content, and processes easier for pursuit teams and stakeholders to find, understand, and use to help grow the firm.

What You Will Do

• People leadership and operational oversight: Set expectations, assign responsibilities, coach, and develop the Content Manager and Pursuit Operations & Technology Associate. Guide day-to-day enablement work, remove barriers, and balance ongoing support with improvements to content, tools, and workflows.
• Enablement strategy and decision‑making: Guide the client acquisition enablement roadmap and recommend technology investments that improve content access, proposal automation, and self‑service. Set priorities with client acquisition, business development, and marketing leaders based on pipeline, win rate, and pursuit capacity needs.
• Business analysis and hands‑on problem‑solving: Develop a deep understanding of pursuit workflows across the client lifecycle and translate user needs into practical improvements. Partner with FTS and platform owners to evaluate, prototype, and test solutions within established governance.
• Technology partnership and delivery coordination: Bring client acquisition enablement insights to partnerships with Martech, FTS, Innovation, and vendors. Align business priorities with technical capabilities and coordinate business participation in FTS‑led delivery.
• Go‑to‑market partnership: Partner with Business Development, Marketing, industry and service line leaders, and CRM owners to understand where pursuit effort is spent across the client lifecycle and where technology can improve speed, quality, and consistency.
• Automation, AI, and self‑service: Advance practical automation, AI, and self‑service solutions that simplify pursuit material creation and delivery. Guide approved pilots with technical partners, maintaining appropriate governance and human oversight.
• Content infrastructure and resource center development: Guide the phased development of a centralized pursuit resource center that makes approved materials easier to find and reuse. Partner with the Content Manager and stakeholders to strengthen content organization and access while preserving messaging and approval responsibilities.
• Implementation and adoption: Help teams adopt client acquisition enablement tools and workflow improvements through effective business testing, training, and change support.
• UCX and internal client experience: Apply UCX in every interaction with pursuit teams, stakeholders, and partners by listening to understand, responding promptly, and consulting with purpose to deliver value. Gather feedback regularly and use it to reduce friction and improve enablement resources, tools, and workflows.
• Performance measurement and continuous improvement: Evaluate enablement improvements through adoption, content reuse, time saved, and workflow effectiveness, along with go‑to‑market measures such as turnaround time, proposal volume supported, and win rate or pipeline influence where data is available. Partner with Martech and CRM for supporting data and dashboards, using insights to guide priorities and demonstrate value.

Knowledge, Skills, & Abilities

• Apply sound business judgment, go‑to‑market understanding, technology fluency, and systems thinking to connect business needs to practical technology solutions.
• Understand how professional services firms win work, including the business development and client acquisition lifecycle, and connect technology decisions to client acquisition goals.
• Analyze pursuit content and production workflows, identify dependencies, and translate user needs into clear requirements.
• Set priorities, manage competing demands, and follow through on commitments.
• Build collaborative relationships and influence outcomes across teams without direct authority.
• Apply UCX principles with internal and external stakeholders: listen to understand needs, respond promptly and follow through, and consult with purpose to deliver value.
• Positive, service‑oriented leader who builds trust, takes ownership of outcomes, and collaborates as One Firm.
• Communicate openly and raise risks early. Have hard conversations with professionalism and respect.
• Solve practical problems through strong analytical thinking and use data to guide decisions.
• Demonstrate practical proficiency with Microsoft 365 and familiarity with workflow automation, AI‑assisted content tools, and content management platforms, including the ability to evaluate, prototype, and test solutions within established governance.
• Lead others as a role model, set expectations, manage performance, and support professional development and growth.

Minimum Qualifications

• 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.

Preferred Qualifications

• 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.

About

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit "www.forvismazars.us/careers".

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. Know Your Rights. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee‑based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.