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

Sr. Specialist, Sales Operations – Pipeline, Deal Configuration, Sales Training Consulting BU Operations Position: Sales Operations Senior Specialist at Kaufman Hall & Associates, LLC. This full‑time role supports consulting sales leaders with pipeline opportunity management, deal configuration, and reporting to improve sales efficiency. Location Chicago, IL or Denver, CO – required to be in office 3 days per week and combine remote work. Key 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 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. Monitor CRM pipeline activity and identify data gaps, inconsistencies, or process adherence issues; partner with opportunity owners and sales leaders to resolve issues promptly. 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. Provide deal configuration support, including pricing model development, coordination of required inputs, and alignment with stakeholders across Consulting, Finance, Legal, and Operations. Deliver support for engagement administration, including backup for CRM reconciliation, engagement setup, and related documentation. Serve as a subject‑matter expert on opportunity management, deal configuration, CRM usage, and related sales operations processes. Develop, maintain, and deliver training materials, job aids, SOPs, and other resources to improve process consistency and user adoption. Identify and contribute to process‑improvement initiatives that streamline workflows, reduce administrative friction, improve data integrity, and enhance the consultant and leader experience. Collaborate with Consulting, Legal, Finance, Knowledge Management, IT/CRM, and other stakeholders to support efficient sales operations processes and resolve cross‑functional issues. Contribute to special projects and evolving Sales Operations initiatives as the function matures. Qualifications 3+ years of relevant experience in sales operations, pricing, sales support, or related enablement roles (preferably in healthcare or professional services/consulting). CRM experience – Microsoft Dynamics preferred. High technical proficiency with Word, PowerPoint, Excel, and Outlook. Excellent time‑management skills and ability to handle multiple projects while meeting deadlines. Exceptional customer service focus, professional demeanor, and engaging presence. Strong teamwork, organizational abilities, attention to detail, and excellent verbal and written communication skills. Demonstrated discretion, confidentiality, and sound judgment with highly sensitive material. Ability to consistently contribute in a fast‑paced, fluid environment and remain flexible. Must have work authorization that does not require future visa sponsorship for employment in the United States. Physical Requirements & Travel Ability to sit, talk, hear, and type; routine use of a keyboard and computer. Travel: occasional 0‑10%. Salary Range $65,000 to $105,000. Equal Opportunity Employer Kaufman Hall is committed to providing equal opportunity for 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. #J-18808-Ljbffr Vizient, Inc