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Client Acquisition Enablement & Technology Senior Manager

Forvis Mazars, LLP
United States, Texas, San Antonio
8200 Interstate 10 (Show on map)
Nov 10, 2026


General information
Name
Client Acquisition Enablement & Technology Senior Manager
Posting Title
Client Acquisition Enablement & Technology Senior Manager
Ref #
2237846
Date Published
Monday, November 9, 2026
City
Charlotte
State
North Carolina
Country
United States
Job Category
Internal Firm Services
Advertised Location
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
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. The role leads two team members and partners with Marketing Technology, Firm Technology Services, Innovation, business development, marketing, and technology owners to advance content reuse, proposal automation, self-service capabilities, and a centralized pursuit resource center.
What You Will Do:
  • Lead, coach, and manage the Content Manager and Pursuit Operations & Technology Associate.
  • Guide the client acquisition enablement roadmap and recommend technology investments based on pipeline, win-rate, pursuit-capacity, and workflow information.
  • Analyze pursuit workflows and translate user needs into business requirements, acceptance criteria, test scenarios, and practical improvements.
  • Coordinate business participation in solution evaluation, prototyping, testing, implementation, training, and adoption.
  • Partner across business development, marketing, sectors, service lines, technology teams, customer relationship management system owners, and vendors.
  • Advance approved automation, artificial intelligence, content management, and self-service solutions with appropriate governance and human oversight.
  • Guide development of a centralized pursuit resource center that improves access to and reuse of approved materials.
  • Measure adoption, content reuse, time saved, turnaround time, proposal volume, workflow effectiveness, and, when available, win-rate or pipeline influence.
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.
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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 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.

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