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

Vizient; Chicago (IL); On-site; USD 65,000 - 115,000; Full time

Job summary

Kaufman Hall is seeking a Sales Operations Sr. Specialist to support the Consulting business by developing and reviewing client proposals, SOWs, and contracts. You will coordinate with Legal, Finance, and Leadership to ensure accurate pricing, scope, and approvals, while maintaining efficient review cycles.

The role is based in Denver or Chicago with a hybrid work model (3 days in the office). Strong communication and collaboration skills are essential.

Qualifications

• 3+ years of contracting or sales enablement experience.
• CRM experience; Microsoft Dynamics preferred.
• Proficiency with Word, PowerPoint, Excel and Outlook.
• Strong time management and multi-project handling.
• Excellent customer service and communication skills.
• Collaborative mindset with attention to detail and discretion.

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 to facilitate risk mitigation and ensure alignment with pricing and scope.
• Ensure alignment between proposal documents and CRM opportunity details (pricing, scope, delivery plan, approvals).
• Facilitate leadership proposal review and approval processes.
• Manage the intake process and a rotating portfolio of proposal review requests.
• Leverage CRM and document management systems to improve workflows and cycle times.
• Create SOPs and communicate processes to stakeholders.

Skills

CRM experience

Pricing

MS Office

Time management

Communication

Customer service

Teamwork

Confidentiality

Education

Bachelor’s degree

Tools

Microsoft Dynamics

Job description

Excited to grow your career?

We value our talented employees and instill an environment where you feel engaged, satisfied and able to contribute your unique skills and talents while living and working as your authentic self. We provide extensive opportunities for personal and professional development, building employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Our people make all the difference in our success.

Title: Sr. Specialist, Sales Operations – Proposal Development and Reviews

Consulting BU Operations

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 Sales Operations Sr. Specialist to play a key role supporting Kaufman Hall’s Consulting business and sales operations. This individual will perform a critical sales enablement function as part of a team that oversees the development, review and approval of client-facing proposals and contracts during the sales process.

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, facility 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 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 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 regularly performed in a combination of home office in and 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 $65,000 to $115,000.

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.

Career Framework:

Professional - Staff Associate - (MCP2)

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 $0.00 to $0.00.

This position is also incentive eligible.

Vizient has a comprehensive benefits plan! Please view our benefits here: http://www.vizientinc.com/about-us/careers