Senior Specialist, Sales Operations, Proposal Development and Reviews

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.

This role requires strong proposal development and contracting skills and experience, deal configuration (pricing) experience, attention to detail, quality control, customer service and communication skills, and the ability to collaborate effectively across teams while building credibility with internal stakeholders in a fast-paced, deadline-driven environment. In addition, the right individual will help identify, recommend, and implement improvements to continuously streamline workflows and enhance efficiency.

The ideal candidate is a proactive team player with a strong background and interest in sales operations, professional services, and healthcare. This full-time position is based in Denver or Chicago.

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
• Share management of the request intake process and a revolving portfolio of proposal review requests
• Utilize and contribute to Kaufman Hall's CRM as it relates to opportunity deal configuration, proposal review, and approval processes
• Review proposal materials for accuracy, consistency, completeness, professional presentation, and alignment with Kaufman Hall standards
• Serve as a deal configuration (pricing, resource plan) expert, supporting Consulting sales leaders and Operations colleagues, particularly as it relates to complex engagements
• 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, deal configuration, and review / approval workflows, quality, 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 deal configuration and 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
• 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: pricing operations improvements, engagement deal configuration template development, internal deal review process support, contract management system / repository optimization, reporting

Qualifications

The ideal candidate will possess a background in contracting and pricing operations preferably in healthcare and/or professional services / consulting industries. In addition, the successful candidate will possess the following:

• 3+ years of relevant experience in contracting and pricing / deal configuration (business operations, sales support, or related sales enablement roles)
• CRM experience Microsoft Dynamics preferred
• 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

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.

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:

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

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.