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About the Role
Orals are a critical client-facing moment and can be a key differentiator in winning an opportunity. Ongoing client touchpoints build on that moment. As part of the Orals Prep & Execution (OP&E) team, you will own the experience and technology for orals and ongoing client touchpoints on the firm's most strategic, complex and high-value pursuits. You will turn shared direction into effective in-person, hybrid and digital experiences. As an Associate Director, you will act as a trusted experience and technology advisor to account and pursuit leaders, challenge standard presentation approaches when a better experience supports the win strategy, and help improve future client touchpoints through practical lessons and leading practices.
Responsibilities
- Own the experience plan and technical delivery for orals and ongoing client touchpoints, from preparation through follow-up, selecting the right format and technology for the client, budget, timeline and win strategy.
- Design and build hands-on experiences, including interactive demos, prototypes, presentation environments, videos, digital follow-ups, AI agents and automated workflows.
- Lead the technical setup and run-of-show for rehearsals, live orals and client sessions, including testing, backup planning, troubleshooting and follow-up.
- Partner with Creative Strategists and OP&E Specialists to ensure experiences are on brand, tailored to the client and integrated with presenter coaching, transitions and the overall pursuit story.
- Coordinate developers, onshore and offshore builders, platform vendors and AV providers; manage licenses, timelines, quality, security, privacy and risk requirements.
- Own the experience and AI technology roadmap by piloting, testing, scaling or retiring tools based on usage, client feedback and engagement data.
- Research the client, solution, sector and market to develop relevant concepts and practical options for each touchpoint.
- Build reusable tools, processes and leading practices, share knowledge across the Center of Excellence and help determine team training priorities.
- Maintain strong relationships across Sectors, Service Lines, Brand, Marketing and Communications, Wavespace, Studio+ and other internal and external networks.
Requirements
- A university, bachelor's or technical degree.
- 15+ years of experience in digital or client experience, interactive technology or pursuit strategy, including hands-on delivery of orals and ongoing client touchpoint experiences.
- Deep experience with digital/client experience, UX or interactive technology for live presentations and ongoing client interactions, together with exposure to design and brand marketing.
- Working knowledge of interactive demo platforms, presentation tools, AI and low-code platforms, such as Microsoft Power Platform and Copilot Studio, and virtual event and AV technology.
- Proficiency with Microsoft Outlook, Word, PowerPoint, SharePoint and Excel, plus familiarity with Adobe Creative Suite, web, video and AI-powered tools.
- Previous experience managing teams or professional communities and coordinating internal resources, external vendors and cross-functional stakeholders.
- Cross-border experience in a large global organization, a strong understanding of deal activation or new-business pitches, and a record of building collaborative relationships and influencing stakeholders.
- Flexibility to work outside regular hours and across time zones, including longer days or weekends during critical pursuit periods, and the ability to travel for on-site preparation, rehearsals, orals and client touchpoints as needed.
Skills
- Strong client experience, user experience and interactive technology judgment, with an eye for design, brand and the details that shape a polished client experience.
- Executive presence and the ability to build credibility quickly, advise senior stakeholders and challenge teams constructively.
- Excellent project management and organizational skills, with the ability to manage multiple deliverables and produce high-quality work in a fast-paced, deadline-driven environment.
- Strong written and verbal communication, team-building and interpersonal skills across a wide variety of working and social styles.
- Sound logic and decision-making, including the ability to weigh client value, continuity, format, cost, timing and data or security risk when recommending a technology approach.
- Resourcefulness, initiative and composure, with the ability to work independently, troubleshoot live technical issues and adapt quickly when circumstances change.
- A collaborative, innovation-oriented mindset and a commitment to coaching teams, sharing leading practices and continually improving tools and processes.
- Experience with UX/CX, Adobe, Microsoft 365, AI, agile delivery or project management accreditations
- Experience building AI agents or automated workflows, including solutions using Copilot Studio.
- Knowledge of EY's products and services, Gold Standard Pursuit Process, Exceptional Client Service principles or comparable enterprise pursuit frameworks.
- Experience analyzing engagement data, client feedback and win/loss insights to improve future experiences and delivery.
- Experience translating complex solutions and value propositions into clear, engaging and interactive client experiences.
Location
- Chicago
- Dallas
- Denver
- Houston
- Charlotte
- Austin
- Nashville
- Kansas City
- New York City
- Boston
- Pittsburgh
Work Type
- Onsite
- Hybrid
- Digital
Experience Level
- 15+ years of experience
Education Level
- University, bachelor's or technical degree
Salary/Compensations
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $154,300 to $277,700
- Bay Area California offices – $160,700 to $289,300
- All other offices locations in the US, including Sacramento – $128,600 to $254,600
Benefits
- Medical and dental coverage
- Pension and 401(k) plans
- Wide range of paid time off options
- Flexible vacation policy
- Time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence
About the Company
- EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
- Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
- EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions.
- Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
Equal Opportunity
- EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
- EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.