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
Collaborates closely with sales operations leadership, practice teams, and enterprise partners to provide analysis, reporting, and process improvements that drive growth and operational efficiency
Requirements
3+ years of relevant and related experience
Bachelor’s degree required
Strong analytical and quantitative skills with the ability to interpret data and deliver actionable insights
Proficiency with Microsoft Excel, PowerPoint, and Word
Experience working with Salesforce or similar CRM systems, with an emphasis on data integrity and reporting
Familiarity with BI tools such as Power BI preferred
Strong organizational and time management skills with the ability to balance multiple priorities
Excellent written and verbal communication skills, with the ability to prepare clear reports and presentations for senior leaders
Collaborative mindset with the ability to work effectively across teams and functions
High level of integrity, attention to detail, and professional presence
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
Benefits
Vizient has a comprehensive benefits plan! Please view our benefits here: http://www.vizientinc.com/about-us/careers
This position is also incentive eligible.
Extensive opportunities for personal and professional development
Inclusive environment fostering employee engagement and satisfaction
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