Intelligent Automation Delivery Manager

About Pivotal

Pivotal is the UK’s leading mortgage and protection advice provider. Backed by LSL and Pollen Street Capital, we’ve rapidly built a nationwide network of industry-leading specialist teams with over 1,000 talented people - together delivering annual revenues exceeding £100 million. Our scale is matched by our specialism. Pivotal’s advisor teams cover every corner of the market - from mainstream residential to second charge, commercial, bridging, buy-to-let, landlord, protection, and home insurance.

As a people-first business, our colleagues excel, grow, and feel genuinely valued as we deliver more together. Our entrepreneurial partners lead award-winning teams that deliver exceptional advice with speed, precision, and care. We’re obsessed with the client experience - moving fast, challenging convention, and setting new standards for service. Naturally curious and driven by progress, we value learning more than what we know and never stop striving for better. At Pivotal, this is not just business – it is our business.

The Role

We're looking for an Intelligent Automation Delivery Manager who can design and deliver automation workflows across functions. This is a hands-on role for someone who can roll up their sleeves but also bring others on the journey with them. This is an initial contract role with the potential to convert to full-time. You'll spend some time on the ground in Exeter at the start, with occasional travel across the UK as the role develops.

What You'll Do

• Own end-to-end delivery of intelligent automation initiatives across the business - from scoping and build through to adoption and impact.
• Lead change management programmes that ensure automation doesn't just get deployed, but genuinely lands - shifting behaviours, building confidence, and driving sustained adoption.
• Design and deliver solutions using Microsoft Power Platform, Claude Cowork, Copilot and AI agents that drive meaningful operational efficiency.
• Work closely with operations and technology leaders to identify and deliver on high-value automation opportunities.
• Be a visible, hands-on presence - not just directing, but doing.
• Champion a culture of continuous improvement and pragmatic innovation.

What We're Looking For

• Hands-On Automation Experience - You've built and delivered using Microsoft Power Platform, Claude Cowork, Copilot and AI agents.
• Builder's Mindset - You're curious, pragmatic, and decisive. You're as comfortable in a working session building a Power Automate flow as you are presenting to a senior stakeholder.
• Change Leadership - You have a proven track record of leading change adoption in financial services or a similarly regulated environment.
• Collaborative - You contribute positively to team culture, share knowledge generously, and know that the best outcomes come from working well together.

Reach out to us on LinkedIn to learn more!