Vizient

Vizient

Senior Specialist, Sales Operations: Pipeline, Deal Configurations, & Training

Chicago, IL 60607 · Senior · Full-time

No sponsorship$65k-$105kDetected 23 days ago
Data AnalysisCRMSalesPipeline ManagementForecastingExcelM&AProcess ImprovementCustomer SupportLeadershipCommunicationProblem SolvingTime ManagementAdaptabilityMicrosoft Office

About the role

  • Kaufman, Hall & Associates, LLC is seeking a Sales Operations Senior Specialist to play a key role supporting Kaufman Hall's Consulting business and sales operations.
  • Success in this role requires attention to detail, good judgement, problem-solving skills, CRM experience, and a commitment to delivering high-quality work.
  • In addition, this individual will play an active role in identifying opportunities to improve processes, streamline workflows, and enhance operational efficiency through continuous improvement initiatives.

Responsibilities

  • Serve as a trusted resource for consultants and business leaders on CRM opportunity management and deal configuration/pricing support for consulting engagements, ensuring alignment with established pricing guidelines and approval processes
  • Support Consulting Sales Leaders and practice leaders in maintaining an accurate, complete, and actionable sales pipeline, including opportunity setup, stage progression, data quality, and reporting readiness
  • partner with opportunity owners and sales leaders to resolve issues in a timely manner
  • Prepare, maintain, and distribute recurring pipeline reports, dashboards, and sales operations materials that support leadership visibility, forecasting, and business planning
  • Partner with Consulting practice sales leaders to review pipeline activity, upcoming pursuits, stalled opportunities, and operational support needs
  • Support handoffs from opportunity development through signed engagement administration, including backup support for CRM reconciliation, engagement setup, and related documentation
  • Develop, maintain, and deliver training materials, job aids, standard operating procedures, and other resources to improve process consistency and user adoption
  • Collaborate with Consulting, Legal, Finance, Knowledge Management, IT/CRM, and other stakeholders to support efficient sales operations processes and resolve cross-functional issues
  • Monitor CRM pipeline activity and identify data gaps, inconsistencies, or process adherence issues; partner with opportunity owners and sales leaders to resolve issues in a timely manner

Nice to have

  • Monitor CRM pipeline activity and identify data gaps, inconsistencies, or process adherence issues
  • Provide deal configuration support, including pricing model development, coordination of required inputs, and alignment with relevant stakeholders across Consulting, Finance, Legal, and Operations
  • Serve as a subject matter expert for Consulting staff on opportunity management, deal configuration, CRM usage, and related sales operations processes
  • Identify and contribute to process improvement initiatives that streamline workflows, reduce administrative friction, improve data integrity, and enhance the consultant and leader experience
  • Contribute to special projects and evolving Sales Operations initiatives as the function continues to mature
  • CRM experience - Microsoft Dynamics preferred
  • High level of technical proficiency, particularly with Word, PowerPoint, Excel and Outlook
  • Exceptional customer service focus, professional demeanor, and a positive and engaging presence

Skills

  • Geographic factors may adjust the range estimate and hires typically fall below the top range.
  • Compensation decisions are tailored to individual circumstances.
  • Kaufman Hall is committed to providing equal opportunity for all employees and applicants.
  • Our policies and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status.
  • This position is also incentive eligible.
  • Vizient has a comprehensive benefits plan!

Compensation

  • The current salary range for this role is $65,000 to $105,000.
  • 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.
  • The current salary range for this role is $0.00 to $0.00.
  • This position is also incentive eligible.

Equal opportunity

  • Females/Minorities/Veterans/Individuals with Disabilities
  • 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.

Visa & Work Authorization

  • 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 a
Apply directly at Vizient →Create a free account for alerts like thisView Vizient immigration profile

This listing is sourced directly from Vizient's careers page and normalized into a canonical job model.