Advisor, Spend Management Engagement Operations

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

Job summary

Vizient in Irving, Texas seeks an Engagement Operations professional to support Spend Management initiatives across GPO, Supply Chain Services, and Category Managed Services. You will set up and maintain project data in ERP/PSA systems, perform data quality checks, and assist in reporting to ensure timely financial insights and compliance with processes.

You will work closely with Engagement Operations, accounting, project managers, delivery teams, and business leaders to resolve discrepancies,

Qualifications

• Bachelor’s degree in business, finance, accounting, operations, or related field preferred.
• Two or more years of experience in professional services or project operations required.
• Strong attention to detail and ability to identify, investigate, and resolve errors.
• Ability to manage multiple tasks and competing priorities in a fast-paced environment.
• Experience with ERP, PSA, CRM, or similar systems.
• Proficiency in SQL and Microsoft Excel.
• Willingness to travel.

Responsibilities

• Set up and maintain project, engagement, team, milestone, planned end-date, and related information across ERP and PSA systems.
• Perform data reviews, audits, and accuracy checks. Support preparation of recurring operational and financial reports.
• Review project financial information, expense reports, contract requirements, and supporting documentation for revenue reporting and profitability tracking.
• Investigate discrepancies, incomplete information, and process gaps; coordinate routine corrections.
• Keep templates, process documentation, methodologies, trackers, and related resources current and accessible.
• Prepare meeting materials, status updates, and supporting documents; contribute to process improvements.

Skills

Attention to detail

Multi-tasking

Communication

Travel willingness

Interpersonal skills

SQL

Education

Bachelor’s degree in business, finance, accounting, operations or related field

Tools

ERP

PSA

CRM

Microsoft Excel

Microsoft Office

Job description

Excited to grow your career?

We value our talented employees and instill an environment where you feel engaged, satisfied and able to contribute your unique skills and talents while living and working as your authentic self. We provide extensive opportunities for personal and professional development, building employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Our people make all the difference in our success.

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, escal…
• 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.

Career Framework:

Professional - Staff Associate (P2)

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