Senior Consultant - CRM and sales transformation

EY

5+ yrs Kolkata Full Time Hybrid (office + remote)
EY logo
Posted : 3 Sept 2026

Job description

EY is seeking a Senior Consultant specializing in CRM and Sales Transformation to join our Customer - MSS practice. This role involves enhancing CRM processes, improving sales effectiveness, structuring requirements, and managing stakeholder engagement. You will collaborate with client teams to assess existing sales and CRM workflows, pinpoint areas for enhancement, and support the implementation of CRM solutions.

The goal is to refine pipeline management, boost customer engagement, improve forecast accuracy, and elevate overall sales productivity through expertly designed and implemented CRM-enabled workflows.

Responsibilities

Key responsibilities include supporting business development efforts through proposal contributions and client discussions. You will conduct market research and benchmark analysis to inform CRM modernization and sales effectiveness strategies.

In client engagements, you will assess current sales processes, CRM utilization, and data quality, while documenting business requirements and process flows for CRM initiatives. This involves designing CRM workflows, sales process frameworks, and performance management mechanisms.

Furthermore, you will support CRM adoption activities, including stakeholder alignment and communication, and contribute to business cases quantifying productivity gains. You'll also track project milestones and manage risks to ensure delivery excellence.

Qualifications

We are looking for a candidate with 5+ years of experience in CRM transformation, sales transformation, commercial excellence, sales operations, or digital transformation. Consulting experience is highly desirable.

Demonstrated experience supporting CRM-enabled transformation programs, sales process improvement, or sales performance projects is essential. A strong understanding of lead and opportunity management, pipeline governance, forecasting, customer data, and sales performance metrics is required.

Hands-on exposure to CRM platforms, sales analytics, workflow automation, or sales process redesign is a must. Excellent analytical, communication, stakeholder coordination, documentation, and project management skills are crucial for success in this role.

Essential Skills

CRMSales TransformationSalesforce Sales CloudMicrosoft Dynamics 365 SalesHubSpotOracle CXSAP Sales CloudLead ManagementOpportunity ManagementPipeline GovernanceAccount PlanningForecastingCustomer DataSales Performance MetricsWorkflow AutomationSales AnalyticsStakeholder CoordinationProject Management

Good to Have

AI-driven sales capabilitiesLead ScoringNext-best-action recommendationsCustomer 360 insightsAdvanced Sales Performance Analytics

More Details

RoleSenior Consultant - CRM and sales transformation
IndustryManagement Consulting
DepartmentCustomer Support
Employment TypeFull Time, Hybrid (office + remote)

About the Company

EY Global Delivery Services ( EY GDS) logo

EY Global Delivery Services ( EY GDS)

Management Consulting

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