Hybrid Senior Specialist, Sales Operations

Posted last month

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About the role

  • 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

Job title

Senior Specialist, Sales Operations

Job type

Experience level

Senior

Salary

$70,000 - $110,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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