Senior Account Management Specialist

Vizient, Inc; Chicago (IL); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Incentive eligible

Comprehensive benefits plan

Job summary

Vizient, Inc. seeks a Senior Specialist, Account Management to provide day-to-day support for account management activities including scheduling, documentation, reporting, and CRM updates.

This role ensures account teams are well-prepared for client discussions, enabling senior consultants to focus on strategic engagement. The position is based in Chicago or Denver with a hybrid work arrangement; travel up to 10% and 3 days per week in the office are required.

Qualifications

• 3+ years of relevant and related experience
• Strong organizational skills with the ability to manage multiple tasks and deadlines
• Proficiency with Microsoft Word, Excel, and PowerPoint
• Experience with CRM systems such as Microsoft Dynamics preferred
• Excellent attention to detail and accuracy in documentation and reporting
• Strong written and verbal communication skills
• Collaborative mindset with the ability to work effectively with account managers, consultants, and cross-functional teams
• Demonstrated professional judgment, integrity, and commitment to supporting client engagement activities

Responsibilities

• Support development of account and client intelligence, client research, and executive relationship mapping
• Coordinate logistics for account team meetings, including scheduling, agendas, and materials preparation
• Document client updates, account team discussions, and follow-up actions, and ensure timely dissemination to account teams
• Maintain CRM and account management systems and account plans, ensuring data integrity, reporting accuracy, and account visibility
• Track client opportunities, account activities, and growth indicators.
• Identify trends and support reporting insights.
• Prepare presentations, summaries, and supporting materials for account management meetings and leadership reviews
• Collaborate with AVPs and Sales Operations to ensure consistent, accurate reporting across accounts
• Support account management training, onboarding, and adoption of account planning tools and processes
• Support continuous improvement of account management processes and tools

Skills

CRM usage

Written communication

Verbal communication

Organizational skills

Collaboration

Attention to detail

Documentation

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Dynamics

Job description

Vizient, Inc. seeks a Senior Specialist, Account Management to provide day-to-day support for account management activities including scheduling, documentation, reporting, and CRM updates.

This role ensures account teams are well-prepared for client discussions, enabling senior consultants to focus on strategic engagement. The position is based in Chicago or Denver with a hybrid work arrangement; travel up to 10% and 3 days per week in the office are required.