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

Title:

Sr. Specialist, Sales Operations – Proposal Development and Reviews

We help society’s foundational healthcare institutions to achieve their full potential in service to others. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems. We provide world‑class management consulting in Strategy & Business Transformation, Financial Planning & Data Analytics, Treasury & Capital Markets, Mergers & Acquisitions, Revenue & Operations Improvement, and Clinical Solutions.

Sales Operations Sr. Specialist – a full‑time role based in Denver or Chicago. The position supports Kaufman Hall’s consulting business and sales operations by performing a critical sales enablement function as part of a team that oversees the development, review, and approval of client‑facing proposals and contracts during the sales process.

• 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
• 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
• 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 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)
• CRM experience – Microsoft Dynamics preferred
• Pricing / deal configuration experience or, at a minimum, facility 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 (contracts) 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
• Pr…