Engagement Operations Lead: Spend Management & Data Quality

Vizient, Inc; Irving (TX); On-site; USD 89,000 - 156,000; Full time

Job summary

Vizient, Inc. in Irving, TX is seeking an Engagement Operations professional to support the Spend Management unit.

You will handle project setup, data quality reviews, reporting support, and coordination with finance, project managers, and delivery teams to ensure accurate revenue reporting and compliant processes. The role emphasizes process improvement, documentation, and training resources, with a focus on ERP and PSA systems, data accuracy, and timely financial information.

Qualifications

• Bachelor's degree in business, finance, accounting, operations, or a related field preferred.
• Five or more years of experience in professional services, project operations, accounting, financial operations, or a related field preferred.

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, escalates 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.

Skills

SQL

Excel

Office Suite

Communication

Education

Bachelor's degree in business/finance/operations

Tools

ERP systems

PSA systems

CRM systems

Job description

Vizient, Inc. in Irving, TX is seeking an Engagement Operations professional to support the Spend Management unit.

You will handle project setup, data quality reviews, reporting support, and coordination with finance, project managers, and delivery teams to ensure accurate revenue reporting and compliant processes. The role emphasizes process improvement, documentation, and training resources, with a focus on ERP and PSA systems, data accuracy, and timely financial information.