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

Vizient•Chicago, CO

46d•Hybrid

About 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, 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.

Requirements

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)
Bachelor’s degree required

Nice To Haves

Background in contracting operations – preferably in healthcare and/or professional services / consulting industries.

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