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

Title: Sr. Specialist, Sales Operations – Proposal Development and Reviews Organization Overview We help society’s foundational healthcare institutions to achieve their full potential in service to others. 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. We provide world‑class management consulting in Strategy & Business Transformation, Financial Planning & Data Analytics, Treasury & Capital Markets, Mergers & Acquisitions, Revenue & Operations Improvement, and Clinical Solutions. The Position Sales Operations Sr. Specialist – a full‑time role based in Denver or Chicago. The position supports Kaufman Hall’s consulting business and sales operations by performing 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 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 Work authorization that does not require sponsorship of a visa for employment authorization in the United States and with Kaufman Hall (e.g., H1‑B, F‑1 OPT, TN) 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 and office settings, using standard office equipment. It may require the maintenance of a home office and proximity to an airport for work‑related travel. Compensation and Benefits The current salary range for this role is $65,000 to $115,000. This position is also incentive eligible. Kaufman Hall provides a comprehensive benefits plan. Equal Opportunity Employer 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. Applicability of the law prohibits employment discrimination on any legally protected status. 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. #J-18808-Ljbffr Vizient, Inc