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

Job Title

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

Denver or Chicago (full‑time, 3 days per week in office; flexible home‑office arrangement)

• 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 the 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 to 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, but not limited to: proposal content management, contract template and content management, contract management system / repository optimization, and reporting.

• 3+ years of relevant experience in contracting (business operations, sales support, or related sales enablement roles).
• Experience in contracting operations – preferably in healthcare and/or professional services / consulting industries.
• CRM experience – Microsoft Dynamics preferred.
• Pricing / deal configuration experience or, at a minimum, familiarity 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 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.
• Educational requirement:
  Bachelor’s degree required.

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.

Must be able to perform essential duties satisfactorily with reasonable accommodations: work is generally done sitting, talking, hearing, and…