Strategy Insights & Planning Consultant - CRM & Field Engagement

Strategy Insights & Planning Consultant

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.

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.

• Provide thought leadership and innovation within projects and practice areas.

• Participate in business development.

• Contribute to internal firm activities.

• Coach and mentor junior team members.

What You'll Bring:

• MBA with bachelor's (and often graduate) degrees with a strong academic record in business, economics, marketing, psychology, physical or life sciences, engineering, applied math, statistics, or related fields. Alternately, candidates may possess a PhD in marketing, economics, decision sciences or related field with a business application. In lieu of an MBA or PhD, 5-8 years of relevant work experience may substitute.

• Up to 3 years of post-MBA relevant work experience, and 3-5 years of pre-MBA work experience.

• 2–4 years of experience in management consulting, commercial operations, or digital strategy — ideally in life sciences or healthcare

• Strong understanding of pharmaceutical commercial models: field engagement, HCP marketing, medical affairs touchpoints, and the interplay between them.

• Familiarity with CRM platforms (Veeva CRM preferred; Salesforce acceptable) at an advisory level — you understand the data model, configuration options, and integration patterns, even if you are not configuring them yourself.

• Excellent communication skills: you can run a workshop with business stakeholders in the morning and review a technical design document with an SI partner in the afternoon.

• Structured problem-solving and a bias toward frameworks — you bring clarity to ambiguity.

• High motivation, good work ethic, maturity and personal initiative.

• Aptitude for, and enjoyment of, leading and managing teams.

• Effective oral and written communication skills that enable personal impact with senior-level decision makers.

• Strong attention to detail, with a quality-focused mindset.

• Analytic problem-solving skills, with a creative and innovative outlook.

• Client service orientation.

• Fluency in English.

• Client-first mentality.

• Intense work ethic.

• Collaborative spirit and problem-solving approach.

How you'll grow:

• Cross-functional skills development & custom learning pathways
• Milestone training programs aligned to career progression opportunities
• Internal mobility paths that empower growth via s-curves, individual contribution and role expansions

Perks & Benefits:

At ZS, your growth matters. We offer a comprehensive total rewards package that supports your health and well-being, financial future, time away, and professional development. With robust skills-building programs, multiple career progression paths, internal mobility, and a deeply collaborative culture, you'll have the opportunity to do meaningful work, expand your capabilities, and thrive as part of a global community. For details on total rewards in United States, visit ZS US office locations | Where we work | ZS.

Hybrid working model:

We are committed to giving our employees a flexible and connected way of working. A flexible and connected ZS allows us to combine work from home and on-site presence at clients/ZS offices for the majority of our week. The magic of ZS culture and innovation thrives in both planned and spontaneous face-to-face connections.

Travel:

Travel is a requirement at ZS for client facing ZSers; business needs of your project and client are the priority. While some projects may be local, all client-facing ZSers should be prepared to travel as needed. Travel provides opportunities to strengthen client relationships, gain diverse experiences, and enhance professional growth by working in different environments and cultures.

Considering applying?

At ZS, we honor the visible and invisible elements of our identities, personal experiences, and belief systems—the ones that comprise us as individuals, shape who we are, and make us unique. We believe your personal interests, identities, and desire to learn are integral to your success here. We are committed to building a team that reflects a broad variety of backgrounds, perspectives, and experiences. Learn more about our inclusion and belonging efforts and the networks ZS supports to assist our ZSers in cultivating community spaces and obtaining the resources they need to thrive.

If you're eager to grow, contribute, and bring your unique self to our work, we encourage you to apply. ZS is an equal opportunity employer and is committed to providing equal employment and advancement opportunities without regard to any class protected by applicable law. To complete your application: Candidates must possess or be able to obtain work authorization for their intended country of employment. An on-