Proposal Development & Sales Ops Specialist

Vizient, Inc.; Centennial (CO); On-site; USD 85,000 - 110,000; Full time

Job summary

Kaufman Hall in the United States is seeking a Sales Operations Sr. Specialist to oversee the development, review, and approval of client-facing proposals and contracts during the sales cycle.

This role emphasizes proposal development, contracting, pricing configuration, and collaboration across Legal, Finance, Sales Operations, and Practice Leadership in a fast-paced environment. The ideal candidate will have 3+ years in contracting and pricing operations, strong CRM skills (Microsoft Dynamics

Qualifications

• 3+ years of contracting and pricing / deal configuration experience.
• CRM experience – Microsoft Dynamics preferred.
• High proficiency with Word, PowerPoint, Excel and Outlook.
• Strong time management and ability to handle multiple contracts under deadlines.
• Exceptional customer service, professional demeanor, and communication skills.
• Teamwork, organizational abilities, attention to detail, and sound judgment with sensitive material.

Responsibilities

• Support development, editing, formatting, and quality review of client-facing proposals, statements of work, contracts, and related sales materials.
• Draft, edit, and review contracts supporting Consulting project sales opportunities.
• Collaborate with Legal contract review team to mitigate risk.
• Ensure alignment between proposals and CRM opportunity details, including pricing, scope, and delivery plan.
• Facilitate Consulting leadership proposal review and approval processes.
• Manage internal client expectations and keep stakeholders updated on status.
• Utilize and contribute to CRM for opportunity deal configuration, proposal review, and approvals.
• Review materials for accuracy, consistency, and professional presentation.
• Serve as deal configuration (pricing, resource plan) expert for complex engagements.
• Coordinate across departments to resolve pricing, scope, and documentation questions.

Skills

Contracting & Pricing

CRM Experience

Communication

Teamwork

Attention to Detail

Time Management

Education

Bachelor's degree

Tools

Microsoft Dynamics

Word

PowerPoint

Excel

Outlook

Job description

Kaufman Hall in the United States is seeking a Sales Operations Sr. Specialist to oversee the development, review, and approval of client-facing proposals and contracts during the sales cycle.

This role emphasizes proposal development, contracting, pricing configuration, and collaboration across Legal, Finance, Sales Operations, and Practice Leadership in a fast-paced environment. The ideal candidate will have 3+ years in contracting and pricing operations, strong CRM skills (Microsoft Dynamics