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

Role Overview

The Senior Specialist, Sales Operations will 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.

What You Will Do

Serve as a trusted resource for consultants and business leaders on CRM opportunity management and deal configuration/pricing support for consulting engagements, prepare and maintain recurring pipeline reports, dashboards, and sales operations materials, and provide deal configuration support.

Why It Might Be a Fit

The ideal candidate is a proactive, collaborative team player with experience in sales operations, pricing, professional services, or healthcare. The successful candidate will be adaptable, comfortable with change, and eager to help shape and expand the function over time.

Requirements

• 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
• Time management skills, with the ability to manage multiple projects while meeting deadlines
• Exceptional customer service focus, 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

Benefits

• Comprehensive benefits plan
• Incentive eligibility
• Equal opportunity employer
• Females/Minorities/Veterans/Individuals with Disabilities