Senior Specialist, Sales Operations

Senior Specialist, Sales Operations

We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Kaufman Hall & Associates, LLC, is seeking a Senior Specialist, Sales Operations, who will play a critical role in maintaining the integrity of sales data, developing reporting tools, and supporting business development processes across the Consulting Business Units. This role will focus on pipeline management, analytics, and sales enablement initiatives that enhance visibility, streamline workflows, and strengthen business development execution. The Senior Specialist will collaborate closely with sales operations leadership, practice teams, and enterprise partners to provide analysis, reporting, and process improvements that drive growth and operational efficiency.

Key Responsibilities

• Maintains Salesforce / CRM data integrity, including pipeline management, client accounts, relationship documentation, and tracking of business development activities
• Develops and maintains reports, dashboards, and analytics to monitor pipeline health, pursuit progress, and business development targets; prepares reports, metrics, and presentations for leadership review
• Builds ad hoc and recurring analyses to support strategic decision-making, including opportunity prioritization, pursuit ROI, and win / loss reviews
• Designs, refines, and automates dashboards and reporting tools in Excel and BI platforms (e.g., Power BI) to improve visibility into business development performance
• Supports Consulting BU lead and pipeline management processes by logging, routing, and ensuring timely follow-up on new opportunities from Vizient BUs, Enterprise Principals, Member Networks, Marketing, and website inquiries
• Coordinates and tracks logistics for business development meetings, conferences, and related events
• Contributes to sales enablement and account management projects, business development campaigns, and process improvement initiatives to streamline workflows and enhance efficiency
• Provides direct support to the VP, Sales Operations, including analysis, reporting, and special project execution

Qualifications

The ideal candidate will have a background in sales operations, business analytics, or consulting with proven success in managing data, reporting, and business development support. In addition, the successful candidate will possess the following :

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 Chicago or Denver and requires 3 days per week in office. Work is regularly performed in a combination of office and home 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.

The current base salary range for this role is $70,000 - $110,000. 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.