Senior Specialist, Account Management

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

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.

Senior Specialist, Account Management

The Organization

We help society’s foundational healthcare institutions to achieve their full potential in service to others. We are our clients’ trusted partners in ever-changing times. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems. Kaufman Hall provides world-class management consulting in Strategy & Business Transformation, Financial Planning & Data Analytics, Treasury & Capital Markets, Mergers & Acquisitions, Revenue & Operations Improvement, and Clinical Solutions. At Kaufman Hall, we believe that sustained success is never an accident. It is the result of sound decision making, based on data-driven analysis and disciplined thinking, and guided by the fundamental principles of corporate finance.

The Position

Kaufman, Hall & Associates, LLC, is seeking a Senior Specialist, Account Management, who will 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.

Key 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

Qualifications

The ideal candidate will have a background in account coordination, client support, or professional services with demonstrated success in managing documentation, scheduling, and reporting to support client-facing teams. In addition, the successful candidate will possess the following:

• 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 with the ability to prepare clear summaries and materials
• 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

Requirements

Applicants for employment must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Kaufman Hall (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status)

Education

Bachelor’s degree required

Physical Requirements

Must be able to perform essential duties satisfactorily with reasonable accommodations

Work Environment

Travel Required: Occasional 0-10% The role is based in Chicago or Denver and requires 3 days per week in office. Work is regularly performed in a combination of office and home office settings, and routinely uses standard office equipment It may require the maintenance of a home office and proximity to an airport for work-related 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 $60,000 to $100,000.

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 $0.00 to $0.00.

Incentives

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

Equal Opportunity Employer: Females/Minorities/Veterans/Individuals with Disabilities

Equal Employment Opportunity Statement

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.

We recruit, hire, train, promote, pay, and administer all employment actions without regard to actual and also perceived or assumed protected group status as defined by law of an individual or that individual’s associates or relatives. Our policies and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status.

Working at Vizient

Working at Vizient means shaping the future of healthcare, every day. Alongside our clients, we're building a healthier, more human healthcare system. We connect people, data, and solutions to enable healthcare organizations to improve financial sustainability, enhance system performance, and deliver better care.

Company Overview

Headquartered in Irving, Texas, with 11 offices across the United States, Vizient has more than 5,000 employees who bring deep expertise and a shared commitment to transforming healthcare. Together, we're solving some of the industry's most complex challenges while creating opportunities to learn, grow, and drive lasting change for healthcare organizations and the communities they serve.

Our Enterprise of Companies

Through our enterprise of companies, we deliver meaningful impact across the continuum of care: Apexus - The exclusive contractor for 340B Drug Pricing Program, managed by the Health Resources and Services Administration. aptitude - The industry's first online direct contracting market, supporting self-contracting activity between hospitals and suppliers. Kaufman Hall - Leading healthcare advisory services to support our clients in achieving financial, clinical, and operational excellence. Provista - Proven supply chain partner specializing in extended, diagnostic, and preventive care facilities, including surgery centers, home health, and senior living.