Salary
💰 $70,000 - $110,000 per year
About the role
- Maintains Salesforce/CRM data integrity, including pipeline management, client accounts, relationship documentation, and tracking of business development activities
- Develops and maintains reports, dashboards, and analytics to monitor pipeline health, pursuit progress, and business development targets; prepares reports, metrics, and presentations for leadership review
- Builds ad hoc and recurring analyses to support strategic decision-making, including opportunity prioritization, pursuit ROI, and win/loss reviews
- Designs, refines, and automates dashboards and reporting tools in Excel and BI platforms (e.g., Power BI) to improve visibility into business development performance
- Supports Consulting BU lead and pipeline management processes by logging, routing, and ensuring timely follow-up on new opportunities from Vizient BUs, Enterprise Principals, Member Networks, Marketing, and website inquiries
- Coordinates and tracks logistics for business development meetings, conferences, and related events
- Contributes to sales enablement and account management projects, business development campaigns, and process improvement initiatives to streamline workflows and enhance efficiency
- Provides direct support to the VP, Sales Operations, including analysis, reporting, and special project execution
- Collaborates closely with sales operations leadership, practice teams, and enterprise partners to provide analysis, reporting, and process improvements that drive growth and operational efficiency
Requirements
- 3+ years of relevant and related experience
- Bachelor’s degree required
- Strong analytical and quantitative skills with the ability to interpret data and deliver actionable insights
- Proficiency with Microsoft Excel, PowerPoint, and Word
- Experience working with Salesforce or similar CRM systems, with an emphasis on data integrity and reporting
- Familiarity with BI tools such as Power BI preferred
- Strong organizational and time management skills with the ability to balance multiple priorities
- Excellent written and verbal communication skills, with the ability to prepare clear reports and presentations for senior leaders
- Collaborative mindset with the ability to work effectively across teams and functions
- High level of integrity, attention to detail, and professional presence
- 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 and with Kaufman Hall