Pursuit Operations and Technology Specialist

Forvis Mazars, LLP; Von Ormy (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Forvis Mazars, LLP seeks a Pursuit Operations and Technology Specialist to support the National Proposal Team. You will coordinate intake, assign workloads, and monitor capacity while using AI tools to streamline reporting and documentation.

You’ll help develop automated workflows for creating, reviewing, and delivering pursuit materials, and maintain process documentation and dashboards for leadership review.

Qualifications

• Associate degree required; related experience acceptable.
• 0–1 year of relevant experience in operations/support roles.
• Proficiency with Microsoft 365 applications, especially Excel, for reporting and records.
• Ability to coordinate multiple requests and manage delivery risk under guidelines.

Responsibilities

• Coordinate proposal and deliverable intake by confirming requirements, routing needs, and deadlines.
• Assign work within guidelines, considering capacity, priorities, and availability.
• Maintain assignment/workload records and communicate changes.
• Prepare operational reports and dashboards, validate data, identify trends for leadership.
• Maintain process documentation and support tool updates, testing and training materials.
• Use firm-approved AI tools for reporting and routine tasks while ensuring confidentiality.
• Assist in building and testing automated workflows for pursuit materials across lifecycle.
• Support development, testing and documentation of approved automated workflows.

Skills

Organizational skills

Communication

Judgment

Attention to detail

AI tools proficiency

Work management tools

Independent work

Education

Associate degree

Bachelor's degree

Tools

Microsoft 365 (Excel)

Firm-approved AI tools

Work management platforms

Job description

Pursuit Operations and Technology Specialist

City: Charlotte
State: North Carolina
Country: United States

Advertised Locations: US-FL-Jacksonville, US-FL-Orlando, US-FL-Tampa Bay, US-GA-Atlanta, US-IN-Fort Wayne, US-IN-Indianapolis, US-KS-Wichita, US-KY-Louisville, US-MO-Kansas City, US-MO-Saint Louis, US-MO-Springfield, US-NC-Asheville, US-NE-Omaha, US-OH-Cincinnati, US-OK-Oklahoma City, US-PA-Philadelphia Metro, US-PA-Pittsburgh, US-SC-Greenville, US-TN-Memphis, US-TN-Nashville, US-TX-Austin, US-TX-Dallas, US-TX-Fort Worth, US-TX-Houston, US-TX-San Antonio

Working time: Full Time

Description & Requirements

The Pursuit Operations & Technology Specialist helps the National Proposal Team manage daily assignments and improve how the firm supports work across the pursuit lifecycle. This role coordinates incoming requests and assignments, monitors team capacity, and works with proposal leadership to address changing priorities and deadlines. Reporting to the Senior Manager, Client Acquisition Enablement & Technology, the specialist uses firm-approved AI tools to simplify reporting and documentation and supports improvements that reduce repetitive work. As these capabilities develop, the role will help build and test automated workflows for creating, reviewing, and delivering pursuit materials.

What You Will Do

• Coordinate proposal and deliverable intake by confirming requirements, routing needs, and deadlines.
• Assign work within established guidelines and in partnership with proposal leadership, considering capacity, relevant experience, priorities, and availability.
• Maintain assignment and workload records, communicate changes, and escape capacity constraints, scheduling conflicts, and delivery risks.
• Prepare operational reports and dashboards, validate data, and identify trends or issues for leadership review.
• Maintain process documentation and support the Senior Manager, Senior Manager, Client Acquisition Enablement & Technology, with tool updates, testing, training materials, and process rollouts.
• Use firm-approved AI tools for reporting, documentation, and routine tasks while verifying outputs and following confidentiality and data-handling requirements.
• As the firm expands its use of automation, assist the Senior Manager in building, testing, and documenting automated workflows that support the creation, review, and delivery of pursuit materials across the pursuit lifecycle.
• Support the development, testing, and documentation of approved automated workflows for pursuit materials.

Knowledge, Skills, & Abilities

• Strong organizational and coordination skills, with the ability to manage competing requests, maintain accurate assignments, and respond to changing priorities.
• Clear, professional communication skills and a collaborative approach to working with stakeholders and teammates.
• Sound judgment in applying established guidelines, resolving routine issues, and recognizing when to escape risks or seek guidance.
• Strong attention to detail, with the ability to review operational data, identify trends, and prepare accurate reports and clear process documentation.
• Proficiency with firm-approved AI tools, including writing effective prompts, refining and verifying outputs, and protecting confidential information.
• Ability to learn and use work management and reporting tools, recognize repetitive tasks, and support the testing and documentation of automated workflows.
• Ability to work independently within defined responsibilities, follow through on commitments, and adapt to evolving tools and processes.

Minimum Qualifications

• Associate degree.
• 0 to 1 year of relevant experience, including employment, internships, or applied projects.
• Practical experience using Microsoft 365 applications, particularly Excel, to organize information, maintain records, and prepare routine reports.
• Ability to coordinate competing requests, maintain accurate assignment records, and escape delivery risks under established guidelines.

Preferred Qualifications

• Bachelor's degree
• 1 to 3 years of relevant experience in technology-enabled operations, business systems support, data reporting, workflow automation, request coordination, workload tracking, or task assignment.
• Experience using AI tools for reporting, documentation, or routine tasks.
• Experience documenting processes or using systems to track requests and assignments.
• Experience configuring automated reminders, approvals, or routing.

About Forvis Mazars, LLP

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 expresses rights 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.