Senior Specialist, Account Management

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

Benefits offered by this job

Incentive eligible

Job summary

Vizient is seeking a Senior Specialist for Account Management to offer day-to-day support for account activities, streamlining efforts for client discussions. Based in Chicago or Denver, the role requires3 days per week in the office and minimal travel.

The ideal candidate will have a Bachelor's degree and 3+ years of experience in account coordination or client services. Strong organizational skills and proficiency with Microsoft Office are essential.

Qualifications

• 3+ years of relevant experience in account coordination, client support, or professional services.
• Strong organizational skills to manage multiple tasks and deadlines.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Support development of client intelligence and research.
• Coordinate logistics for account team meetings.
• Document updates and discussions for account teams.
• Maintain CRM and account management systems.
• Track client opportunities and activities.

Skills

Account coordination

Client support

Organizational skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CRM systems

Communication skills

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Dynamics

Job description

Senior Specialist, Account Management

Senior Specialist, Account Management – provides day‑to‑day support for account management activities, ensuring account teams are well‑prepared for client discussions and enabling senior consultants to focus on strategic engagement.

The Position

This role is based in Chicago or Denver, requires 3 days per week in office and occasional 0‑10% travel.

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

• 3+ years of relevant and related experience in account coordination, client support, or professional services.
• 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.
• Applicants must have work authorization that does not now or in the future require sponsorship of a visa for employment in the United States with Kaufman Hall.

Education

• Bachelor’s degree required.

Physical Requirements

• Must be able to perform essential duties satisfactorily with reasonable accommodations.
• Work is generally done sitting, talking, hearing and typing; visual acuity to use a keyboard, prepare and analyze data and figures, transcribing, and viewing a computer terminal; extensive reading.

Work Environment

• Travel required: occasional 0‑10%.
• 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.

Compensation

Estimated salary range: $60,000 to $100,000.

Incentives

This position is also incentive eligible.

Equal Opportunity Employer

Kaufman Hall is committed to providing equal opportunity for all employees and applicants. 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.