Senior Specialist, Sales Operations, Proposal Development and Reviews

Sr. Specialist, Sales Operations – Proposal Development and Reviews

Kaufman Hall & Associates, LLC is seeking a Sales Operations Sr. Specialist to play a key role supporting the Consulting business and sales operations. The individual will perform sales enablement functions, including the development, review, and approval of client‑facing proposals and contracts during the sales process.

Full‑time position based in Denver or Chicago.

• 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.
• Share management of the request intake process and a revolving portfolio of proposal review requests.
• Utilize and contribute to Kaufman Hall’s CRM as it relates to opportunity deal configuration, proposal review, and approval processes.
• Review proposal materials for accuracy, consistency, completeness, professional presentation, and alignment with Kaufman Hall standards.
• Serve as a deal configuration (pricing, resource plan) expert, supporting Consulting sales leaders and Operations colleagues, particularly as it relates to complex engagements.
• 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, deal configuration, and review/approval workflows, quality, 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 deal configuration and 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.
• 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: pricing operations improvements, engagement deal configuration template development, internal deal review process support, contract management system / repository optimization, and reporting.

• 3+ years of relevant experience in contracting and pricing/deal configuration (business operations, sales support, or related sales enablement roles).
• CRM experience – Microsoft Dynamics preferred.
• 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.
• Applicants for employment must have work authorization that does not now or in the future require…