Director, Spend Management Engagement Operations

Socket.dev; Irving (TX); On-site; USD 135,000 - 237,000; Full time

Job summary

Vizient seeks an Engagement Operations leader to provide operational and financial oversight for the Spend Management Business Unit. You will partner with senior leaders and cross-functional teams to establish a scalable operating model, drive performance reporting, and implement strong business controls across ERP and PSA systems.

You will coach the Engagement Operations team, define the lifecycle processes, and lead effective adoption of new tools and practices to improve productivity and

Qualifications

• Bachelor's degree in business, finance, accounting, operations, or related field (or equivalent experience).
• 7+ years of progressive experience in professional services/operations roles.
• Experience leading cross-functional teams and coordinating multiple units.
• Experience with PSA, ERP, CRM, or similar systems.
• Understanding of AI concepts, risks, and opportunities for governance and efficiency.

Responsibilities

• Provide operational leadership for Spend Management across multiple services units.
• Oversee project setup, maintenance, reporting, and lifecycle activities in ERP/PSA systems.
• Track and report project financials, KPIs, revenue, profitability and risks.
• Manage training, resource allocation, and risk reporting for Engagement Operations teams.
• Advise senior leaders with data-driven recommendations and improvements.
• Lead and develop the Engagement Operations team with structured processes and onboarding.
• Guide organizational change and adoption of new ways of working.

Skills

Leadership

Cross-functional collaboration

Financial operations

PSA/ERP/CRM familiarity

AI concepts awareness

Willingness to travel

Education

Bachelor's degree or equivalent

Tools

PSA software

ERP systems

CRM systems

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 provide operational and financial leadership for engagement operations across the Spend Management Business Unit, supporting GPO, Supply Chain Services, and Category Managed Services teams. You will establish a consistent operating model for project administration, financial and operational performance, risk management, value and savings reporting, and business controls across ERP and PSA systems.

You will serve as a strategic partner to senior leaders, delivery teams, finance, accounting, and other cross-functional stakeholders by translating operational and financial insights into recommendations and improvements. You will lead, coach, and develop the Engagement Operations team by establishing team structure, standard work, training, onboarding, documentation, and appropriate support coverage across the engagement lifecycle.

Responsibilities:

• Provide operational leadership and establish a consistent, scalable support model for the Spend Management Business Unit across GPO, Supply Chain Services, and Category Managed Services.
• Oversee project setup, maintenance, administration, reporting, issue resolution, planned end dates, milestones, and closure activities across ERP and PSA systems.
• Direct the tracking and reporting of project financials, KPIs, revenue, profitability, at-risk revenue, contingent revenue forecasts, and other operational performance indicators in partnership with finance, accounting and delivery leaders.
• Manage training, resource allocation, and operational support related to contracts, financials, profitability, and risk reporting for Engagement Operations team members and the Supply Chain and Category Managed Services teams.
• Advise senior leaders and delivery teams by translating operational and financial insights into recommendations, priorities, and improvements across the engagement lifecycle.
• Lead, coach, and develop the Engagement Operations team by establishing appropriate team structure, onboarding, documentation, standard work, and scalable coverage.
• Provide structured guidance, regular feedback, and development support to improve individual performance, build capabilities, and support the professional growth of Engagement Operations team members.
• Guide individuals and teams through operational, process, system, and organizational change by communicating direction, addressing concerns, reinforcing priorities, and supporting adoption of new ways of working.
• Set clear expectations, establish measurable goals, hold team members accountable for results, and reinforce behaviors that drive strong team performance and business outcomes.
• Evaluate and promote appropriate uses of AI tools and capabilities within Engagement Operations; identify relevant risks and controls; and support responsible adoption that improves productivity, data quality, reporting, and decision support.

Qualifications:

• Bachelor’s degree in business, finance, accounting, operations, or a related field preferred; equivalent experience will be considered.
• 7 or more years of progressive experience in professional services operations, project operations, financial operations, business operations, or a related field required.
• Experience leading teams and coordinating work across multiple business units or operational stakeholders is required.
• Experience with professional-services accounting, project financials, revenue or profitability reporting, and operational risk management.
• Experience implementing, administering, or improving PSA, ERP, CRM, or comparable business systems.
• Demonstrate understanding of AI concepts, tools, risks, and opportunities, and apply that knowledge appropriately to improve operational efficiency, reporting, decision-making, and engagement lifecycle support while maintaining appropriate business controls.
• 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 $135,200.00 to $236,600.00.

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.