Senior Specialist, Sales Operations: Pipeline, Deal Configurations, & Training

About the Organization

We help society's foundational healthcare institutions to achieve their full potential in service to others. We are our clients' trusted partners in ever-changing times. 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.

The Position

Kaufman, Hall & Associates, LLC is seeking a Sales Operations Senior Specialist to play a key role supporting Kaufman Hall's Consulting business and sales operations. This individual will serve as a key member of the Sales Operations team, helping support Consulting Sales Leaders with pipeline opportunity management, deal configuration, and related reporting and insights.

Success in this role requires attention to detail, good judgement, problem-solving skills, CRM experience, and a commitment to delivering high-quality work. This is a full-time position based in Chicago, IL or Denver, CO.

Key Responsibilities

• Serve as a trusted resource for consultants and business leaders on CRM opportunity management and deal configuration/pricing support.
• Support Consulting Sales Leaders in maintaining an accurate, complete, and actionable sales pipeline.
• Monitor CRM pipeline activity and identify data gaps, inconsistencies, or process adherence issues.
• Prepare, maintain, and distribute recurring pipeline reports, dashboards, and sales operations materials.
• Partner with Consulting practice sales leaders to review pipeline activity, upcoming pursuits, and operational support needs.
• Provide deal configuration support, including pricing model development and coordination of required inputs.
• Support handoffs from opportunity development through signed engagement administration.
• Serve as a subject matter expert for Consulting staff on opportunity management, deal configuration, and CRM usage.
• Develop, maintain, and deliver training materials, job aids, and standard operating procedures.
• Identify and contribute to process improvement initiatives to streamline workflows and enhance data integrity.
• Collaborate with cross-functional stakeholders to support efficient sales operations processes.

Qualifications

• 3+ years of relevant experience in sales (business operations, pricing, sales support, or related sales enablement roles).
• CRM experience (Microsoft Dynamics preferred).
• High level of technical proficiency, particularly with Word, PowerPoint, Excel, and Outlook.
• Exceptional customer service focus, professional demeanor, and strong organizational abilities.
• Proven ability to work in a fast-paced environment with flexibility.
• Bachelor's degree required.
• Must have work authorization that does not require sponsorship.

Work Environment

• Travel Required: Occasional (0-10%).
• Role is based in Chicago, IL or Denver, CO and requires 3 days per week in office.

Compensation

• Estimated Hiring Range: $65,000 to $105,000.
• This position is incentive eligible.
• Comprehensive benefits plan provided.

Kaufman Hall is an equal opportunity employer.