Sr. Specialist, Sales Operations - Proposal Development and Reviews Consulting BU Operations

Vizient, Inc.; Chicago (IL); Hybrid; USD 65,000 - 115,000; Full time

Benefits offered by this job

Incentive eligible

Job summary

Kaufman Hall is seeking a Sr. Specialist, Sales Operations – Proposal Development and Reviews in Chicago or Denver. The role emphasizes proposal development, contract review, and CRM alignment, requiring 3+ years in contracting and strong MS Office skills.

Hybrid workmodel with 3 days in-office. Competitive salary with incentive eligibility. Qualifications include a Bachelor's degree and experience with Microsoft Dynamics CRM; pricing familiarity is a plus.

Qualifications

• 3+ years of contracting experience or related sales enablement roles.
• CRM experience – Microsoft Dynamics preferred.
• Pricing / deal configuration familiarity helpful.
• Strong proficiency with Word, PowerPoint, Excel and Outlook.
• Ability to manage multiple contracts while meeting deadlines.

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.
• Coordinate with Legal, Finance, Sales Operations, and leadership to resolve pricing, scope, approvals, and documentation requirements.
• Ensure alignment between proposal documents and CRM opportunity details, including pricing and delivery plan.
• Facilitate leadership proposal review and approval processes and manage stakeholders.

Skills

CRM – Microsoft Dynamics

Proposal development

Cross-team collaboration

Education

Bachelor's degree

Tools

Word

PowerPoint

Excel

Outlook

Job description

Sr. Specialist, Sales Operations – Proposal Development and Reviews

Consulting BU Operations

The Organization

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. We are our clients' trusted partners in ever-changing times, helping them achieve their goals and tackle their toughest problems.

The Position

Kaufman, Hall & Associates, LLC is seeking a Sales Operations Sr. Specialist to play a key role supporting Kaufman Hall's Consulting business and sales operations. The role requires strong proposal development and contracting skills, attention to detail, quality control, and customer service, as well as the ability to collaborate across teams in a fast‑paced, deadline‑driven environment.

Key Responsibilities

• Support the 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 facilitate risk mitigation
• Ensure alignment between proposal documents and CRM opportunity details, including project pricing, scope, delivery plan, and approval requirements
• Facilitate Consulting leadership proposal review and approval processes
• Manage internal client expectations and keep stakeholders apprised of status, timing, and outcomes
• Manage the request intake process and a revolving portfolio of proposal review requests
• Utilize and contribute to Kaufman Hall's CRM as it relates to proposal review and approval processes
• Review proposal materials for accuracy, consistency, completeness, professional presentation, and alignment with Kaufman Hall standards
• Coordinate across Consulting, Legal, Finance, Sales Operations, and practice leadership to resolve questions related to pricing, scope, terms, approvals, and documentation requirements
• Contribute to process improvement initiatives that enhance efficiency and customer satisfaction by identifying opportunities during the course of daily work
• Leverage available technology, CRM tools, document management systems, and AI‑enabled resources to improve proposal development workflows, consistency, and cycle times
• Help identify opportunities to standardize, automate, or streamline recurring proposal review activities
• Serve as a subject matter expert and resource for Consulting staff as it relates to proposal development, review, and approval
• Maintain operational workflows through compliance with internal policies and approval processes
• Assist in the development and/or delivery of training materials and content, as appropriate
• Support maintenance of approved proposal language, contract templates, standard terms, reusable content, and related process documentation
• Collaborate with Consulting, Legal, and other stakeholders
• Document key processes and workflows in standard operating procedure instructions, job aids, etc. to help communicate and align key stakeholders to expectations
• Contribute to other special and ongoing projects including, but not limited to: proposal content management, contract template and content management, contract management system / repository optimization, and reporting

Qualifications

• 3+ years of relevant experience in contracting (business operations, sales support, or related sales enablement roles)
• CRM experience – Microsoft Dynamics preferred
• Pricing / deal configuration experience or, at a minimum, familiarity with pricing as it relates to contract review and approval
• High level of technical proficiency, particularly with Word, PowerPoint, Excel and Outlook
• Time management skills, with the ability to handle multiple projects (contracts) while meeting deadlines
• Exceptional customer service focus, a professional demeanor, and a positive and engaging presence
• Strong teamwork and organizational abilities with great attention to detail and superior verbal and written communication skills
• Proven ability to consistently and positively contribute in a fast‑paced and fluid work environment with the ability to be flexible
• Demonstrated discretion, confidentiality, and great judgment when managing highly sensitive material
• Applicants must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1‑B, F‑1 OPT, TN or other non‑immigrant status)

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, viewing a computer terminal; extensive reading

Work Environment

• Travel required: occasional 0–10%
• The role is based in Denver or Chicago and requires 3 days per week in office
• Work is performed in a combination of home office and office settings, routinely using standard office equipment
• The role may require maintenance of a home office and proximity to an airport for work‑related travel

Estimated Hiring Range

$65,000 to $115,000.

This position is also incentive eligible.

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 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.

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.