Lead CRM Consultant

About the role

The Lead Consultant for the Veeva CRM and Vault CRM Platform plays a critical role in developing and delivering tailored solutions that meet client requirements. This position emphasizes quality and timely execution of consulting projects, fostering strong relationships with clients, and utilizing in-depth technical expertise in the Veeva CRM / Vault CRM Platform to drive successful outcomes.

Responsibilities

• Configure Vault CRM / Veeva CRM objects, layouts, call reporting, and sample management workflows.
• Support alignment and data exchange across Vault CRM, Veeva Align, PromoMats, and Approved Email.
• Review, discuss, and convert commercial, medical, and sales operations requirements into effective system configurations.
• Manage security profiles, user permissions, territory alignments, and data validation rules.

Qualifications

• 10+ years of experience with Veeva CRM on the Salesforce platform.
• Hands-on experience with Veeva Vault CRM configuration or migration, or commercial Vault modules such as PromoMats and CLM.

Skills

• Understanding of Life Sciences, Pharma, or MedTech commercial compliance, including PDMA and consent tracking.
• Proficient in Vault Loader, REST APIs, and CRM data structures.

Location: Remote
Duration: 1 Year