Advisor, Spend Management Engagement Operations

Vizient, Inc.; Irving (TX); On-site; USD 69,000 - 116,000; Full time

Job summary

Vizient, Inc. seeks a detail‑oriented Engagement Operations professional to support the Spend Management Business Unit across GPO, Supply Chain Services, and Category Managed Services.

You will perform project setup, data quality reviews, and reporting support across ERP and PSA systems to ensure accurate project information and timely financial reporting. You will collaborate with engagement operations, accounting, project managers, and leaders to identify discrepancies, coordinate corrections,

Qualifications

• Bachelor's degree in business, finance, accounting, operations, or related field.
• Two or more years of experience in professional services, project operations, accounting, or related field.
• Strong attention to detail and ability to identify, investigate, and resolve errors or inconsistencies.
• Experience with ERP, PSA, CRM, or other financial and operational management systems preferred.
• Proficiency in SQL, Excel, and MS Office applications.
• Willingness to travel.

Responsibilities

• Perform project setup, data-quality reviews, and reporting support across ERP and PSA systems.
• Review project financial information, expense reports, and contract requirements to ensure accurate revenue reporting.
• Perform data reviews, audits, and accuracy checks; support recurring operational and financial reports.
• Investigate discrepancies and coordinate routine corrections; escalate issues as needed.
• Keep templates and documentation current; support continuous improvement and training.
• Prepare meeting materials and status updates for stakeholder communications.

Skills

SQL

Excel

Communication

Attention to detail

ERP/PSA/CRM familiar

Data quality

Project operations

Education

Bachelor's degree in business/finance/accounting/ops

Tools

ERP systems

PSA software

CRM

Job description

When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Summary:

In this role, you will support engagement operations across the Spend Management Business Unit, including GPO, Supply Chain Services, and Category Managed Services. You will perform project setup, maintenance, data-quality reviews, reporting support, and other operational activities across ERP and PSA systems to help ensure accurate project information, timely financial reporting, and compliance with established processes.
This role will work closely with Engagement Operations, accounting, project managers, delivery teams, and business leaders to identify discrepancies, resolve routine issues, maintain documentation, and support consistent execution across the engagement lifecycle.

Responsibilities:

• Complete and maintain project, engagement, team, milestone, planned end-date, and related information across ERP and PSA systems in accordance with established procedures.
• Perform regular data reviews, audits, and accuracy checks. Support the preparation of recurring operational and financial reports, including project status, revenue, profitability, risk, and other performance information.
• Assist with reviewing project financial information, expense reports, contract requirements, and supporting documentation to promote accurate revenue reporting, profitability tracking, and compliance with company policies.
• Investigate discrepancies, incomplete information, and process gaps. Coordinate routine corrections, **escalate** issues when appropriate, and communicate status to relevant stakeholders.
• Keep templates, process documentation, methodologies, trackers, and related resources current, organized, and accessible to support consistent team execution.
• Prepare meeting materials, status updates, and supporting documents. Contribute to process improvements, training resources, and other initiatives that improve the efficiency and consistency of Engagement Operations.

Qualifications:

• Bachelor's degree in business, finance, accounting, operations, or a related field preferred.
• Two or more years of experience in professional services, project operations, accounting, financial operations, or a related field required.
• Strong attention to detail and demonstrated ability to identify, investigate, and resolve errors or inconsistencies.
• Ability to manage multiple tasks and competing priorities in a fast-paced environment.
• Working knowledge of project financial management, operational reporting, data quality, and business processes.
• Experience with ERP, PSA, CRM, or other financial and operational management systems preferred.
• Strong interpersonal and communication skills, with the ability to collaborate effectively with Finance, project managers, delivery teams, and other stakeholders.
• Ability to perform the essential duties of the position satisfactorily, with or without reasonable accommodation.
• Proficiency in SQL, Microsoft Excel, and strong working knowledge of Microsoft Office applications.
• Demonstrate understanding of AI concepts, tools, risks, and opportunities and apply that knowledge appropriately in work activities, including reporting, documentation, data analysis, and operational processes.
• Willingness to travel.

Estimated Hiring Range:

At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $68,500.00 to $116,300.00.

This position is also incentive eligible.

Vizient has a comprehensive benefits plan! Please view our benefits here:

http://www.vizientinc.com/about-us/careers

Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities

The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.