Strategy Insights & Planning Consultant - CRM & Field Engagement

ZS is a place where passion changes lives. As a management consulting and technology firm focused on improving life and how we live it, we transform ideas into impact by bringing together data, science, technology and human ingenuity to deliver better outcomes for all. Here you’ll work side-by-side with a powerful collective of thinkers and experts shaping life-changing solutions for patients, caregivers and consumers, worldwide. ZSers drive impact by bringing a client-first mentality to each and every engagement. We partner collaboratively with our clients to develop custom solutions and technology products that create value and deliver company results across critical areas of their business. Bring your curiosity for learning, bold ideas, courage and passion to drive life-changing impact to ZS.

 

Strategy Insights & Planning Consultant 

ZS's Insights & Analytics group partners with clients to design and deliver solutions to help them tackle a broad range of business challenges. Our teams work on multiple projects simultaneously, leveraging advanced data analytics and problem-solving techniques. Our recommendations and solutions are based on rigorous research and analysis underpinned by deep expertise and thought leadership. 

 

Strategy Insights & Planning Consultant 

Strategy Insights & Planning Consultants deliver high-quality solutions for our clients. Consultants possess unstructured problem-solving skills as well as strong analytic, synthesis and communication skills. Consultants may work on multiple projects simultaneously. As Consultants advance in their career, they specialize in a particular industry, practice area and/or client relationship.  

 

This is a business advisory role — you will shape how field teams engage with healthcare professionals (HCPs) through CRM and digital tools, translating commercial strategy into technology-enabled outcomes.

 

We are not looking for system administrators or developers. We need consultants who understand the business of field engagement — call planning, account management, territory alignment, rep workflows — and can advise on how platforms like Veeva CRM and Salesforce enable (or constrain) those strategies. You should be as comfortable facilitating a stakeholder alignment session as you are reviewing a CRM configuration spec.

What You’ll Do:  

• Partner with commercial leadership, field operations, and IT to define CRM strategy that aligns with brand and franchise priorities.
• Facilitate requirements gathering and translate business needs into actionable technology recommendations, bridging the gap between “what the field needs” and “what the platform can do”.
• Develop and present business cases, roadmaps, and governance recommendations to senior client stakeholders.
• Advise on operating model design for CRM support — including roles, responsibilities, and vendor management across internal teams and system integrators.
• Guide the design and optimization of HCP engagement workflows within Veeva CRM (or equivalent), including call planning, sampling, key account management, and coaching tools.
• Evaluate and recommend CRM enhancements, integrations, and extensions that improve field effectiveness — e.g., next-best-action, suggested content, and rep dashboards.
• Assess field force readiness and adoption of CRM tools; design change management and training strategies.
• Support cross-functional alignment between CRM and adjacent capabilities such as data, analytics, and omnichannel orchestration.
• Maintain working fluency in CRM platforms (Veeva CRM, Veeva Vault, Salesforce) — not to build, but to advise intelligently on what is feasible, scalable, and aligned to best practice.
• Evaluate vendor solutions and SI delivery against business requirements; identify gaps and risks before they become issues.
• Stay current on CRM ecosystem trends, pharma-specific regulatory considerations (e.g., consent, compliance, sampling regulations), and platform roadmaps.
• Experience working within a large pharma or biotech commercial organization (Genentech, Roche, Pfizer, Novartis, AbbVie, etc.)
• Exposure to Veeva Vault (PromoMats, MedComms) or Veeva CRM MyInsights / Engage.
• Familiarity with adjacent digital capabilities: marketing automation (SFMC, Adobe), data platforms, or analytics tools.
• Prior experience in operating model design, governance frameworks, or organizational change management
• Collaborate with cross-functional stakeholders, such as marketing, product, and technology teams, to translate business needs into actionable digital and analytical solutions.

• Synthesize findings, develop recommendations, and communicate results to clients and internal teams.