Senior Consultant - CRM and sales transformation
About the job
- 5+ years of experience in CRM transformation, sales transformation, commercial excellence, sales operations, customer engagement transformation, or digital transformation.
- Strong understanding of lead management, opportunity management, pipeline governance, account planning, forecasting, customer data, and sales performance metrics.
- Hands-on exposure to CRM platforms, sales analytics, workflow automation, sales enablement tools, or sales process redesign.
- Strong analytical, communication, stakeholder coordination, documentation, and project management skills.
- Support CRM and sales transformation pursuits by contributing to proposals, RFP responses, client discussion materials, and solution narratives.
- Conduct secondary research, benchmark analysis, and market scan activities to support CRM modernization and sales effectiveness offerings.
- Contribute to development of reusable assets, accelerators, playbooks, and point-of-view materials on CRM adoption, sales process standardization, and digital selling enablement.
- Support preparation of executive presentations, workshop materials, and client-facing deliverables to communicate transformation opportunities and recommendations.
- Keep abreast of CRM platform capabilities, AI-enabled sales insights, sales enablement tools, and evolving customer engagement models that may affect client growth priorities.
- Support CRM and sales transformation engagements from current-state assessment through design, implementation planning, adoption support, and benefits tracking.
- Assess sales processes, CRM usage, data quality, lead management, opportunity management, account planning, pipeline governance, forecasting, and performance reporting practices.
- Document business requirements, process flows, user stories, functional specifications, operating model components, and adoption considerations for CRM-enabled transformation initiatives.
- Support design of CRM workflows, sales process frameworks, dashboards, governance routines, role definitions, and performance management mechanisms.
- Work with sales, marketing, service, technology, and data teams to translate business priorities into structured delivery inputs and implementation-ready artefacts.
- Support CRM adoption activities, including stakeholder alignment, training inputs, change impact documentation, communications support, and adoption tracking.
- Contribute to business cases and benefits models to quantify productivity gains, conversion improvement, forecast accuracy improvement, revenue uplift, and cost-to-sell reduction.
- Track project milestones, risks, issues, dependencies, and actions to support delivery excellence across scope, timeline, and quality expectations.
- Support teams in leveraging CRM platforms, workflow automation, sales analytics, sales enablement tools, customer data platforms, and AI-enabled insights to improve sales effectiveness.
- Assist in defining data, reporting, integration, and adoption considerations for CRM-enabled sales transformation initiatives.
- Identify opportunities to use accelerators, templates, analytics, and automation to improve discovery, solution design, requirements readiness, and delivery governance.
- Coordinate with consultants, analysts, and cross-functional teams to ensure timely completion of deliverables and high-quality project execution.
- Support knowledge sharing, team enablement, and coaching of junior team members on CRM transformation methods, requirements documentation, and structured problem solving.
- Responsible for decision-making, optimizing processes, resource management, and overseeing team management as needed for task execution.
- Accountable for allocating personnel, supervising team members, assigning tasks, ensuring that the team has the necessary tools and support to succeed in their roles and optimizing and evaluating their performance to meet organizational goals.
- Consulting experience is desired.
- Experience supporting CRM-enabled transformation programs, sales process improvement initiatives, CRM adoption activities, or sales performance improvement projects.
- Demonstrate knowledge of CRM and sales transformation capabilities, including operating model design, adoption strategy, sales governance, territory planning, incentive effectiveness, and pipeline optimization.
- Experience leveraging AI-driven sales capabilities, including lead scoring, next-best-action recommendations, customer 360 insights, and advanced sales performance analytics.
- Exposure to leading CRM platforms and ecosystems, including Salesforce Sales Cloud, Microsoft Dynamics 365 Sales, HubSpot, Oracle CX, SAP Sales Cloud, and similar technologies.
- Experience delivering transformation initiatives across industries such as professional services, technology, manufacturing, consumer products, healthcare, financial services, or other B2B sectors.
About the company
EY (Ernst & Young) provides professional services at a global scale, offering consulting, assurance, tax, and transaction advisory services. It serves clients across industries such as technology, media, real estate, hospitality, and construction. Instead of selling a single product, EY works with clients through tailored engagements where cross-disciplinary teams analyze challenges, design strategies, perform audits, help with tax planning, and assist with mergers or divestitures. What sets EY apart is its worldwide reach and integrated service model, industry-specific expertise, and focus on responsible business practices like sustainability, cybersecurity, and workforce flexibility. EY’s goal is to help organizations improve performance, manage risk, and achieve sustainable growth while building a better working world.
Company Size
5,001-10,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Boston, Massachusetts
Founded
1991
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Simplify's Take
What believers are saying
- EY.ai Agentic for Sales launched March 2, 2026 with Snowflake and Canva.
- EY uses client-zero deployments, scaling Copilot across 400,000 people by May 2026.
- EY’s 2026 AI assurance push monetizes client demand for governance, controls, and risk reviews.
What critics are saying
- Sabah filed RM2.4 billion audit-negligence claims against EY on July 30, 2026.
- EY set aside £188 million in March 2026 after NMC, Shell, and Made.com scrutiny.
- Repeated audit failures can destroy trust, trigger client defections, and shrink the franchise permanently.
What makes Ernst & Young unique
- EY Canvas processes 1.4 trillion journal-entry lines across 160,000 global audits.
- EY-Microsoft invested US$1b+ in May 2026 to industrialize enterprise AI delivery.
- EY launched agentic audit AI on April 7, 2026, spanning Assurance and AI assurance.
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Benefits
Professional Development Budget
Flexible Work Hours
Remote Work Options
Company News
EY added nearly 10,000 staff globally in its 2026 financial year as AI-related revenue surged almost 50%. The Big Four firm's workforce reached 415,000, with most growth concentrated in global delivery services and offshoring centres. The Americas division saw headcount decrease by roughly 4,500, or 5%. Overall global revenue rose 4.7% to $57 billion. EY-Parthenon was the fastest-growing service line, with revenue increasing 7.4% to $6.8 billion, marking a turnaround after two years of minimal growth. Tax revenue rose 6% to $13.8 billion, whilst consulting grew 4.4% to $17.4 billion. The results reflect EY's "All-In" strategy under global chair Janet Truncale, with billions invested in transforming operations and AI services.
An Ernst & Young study found US oil and gas producers reached record production in 2025 while becoming more selective with investments. The analysis of 30 major exploration and production companies, representing 43% of US oil and gas output, showed oil production hit a study-period high, yet reserve additions from extensions and discoveries declined 11% year over year and failed to fully replace production volumes for the first time since 2021. Total capital expenditures fell 49% year over year, whilst M&A spending declined 70%. Exploration spending dropped 11% to $4.8 billion, representing only 3% of total capital expenditures. Natural gas showed stronger fundamentals, with production rising 18%, reserves increasing 14%, and discoveries up 21%.
Ernst & Young's US division is allocating $100 million this fiscal year to bonus payments rewarding employees who demonstrate adaptability, innovation, and judgement. Individual spot awards reach $500, whilst employees or teams making significant contributions can receive between $10,000 and $25,000, five times the previous programme's ceiling. The initiative also covers AI experimentation. "What we recognise signals what we value," said Ginnie Carlier, chief talent and culture officer for EY Americas. The bonuses form part of a broader strategy to reshape employee development across all career levels. Other professional services firms are pursuing similar approaches. KPMG restructured its audit internship this summer to emphasise critical thinking, whilst PwC US introduced training combining AI proficiency with human qualities like empathy. EY reported AI-related revenue grew 30% year-over-year in 2025.
EY-Parthenon has acquired SparkOptimus, a Dutch digital strategy consultancy founded in 2010. The Amsterdam-based firm employs around 50 consultants and specialises in AI transformation, digital business model redesign and technology-driven transformation. SparkOptimus founders Alexandra Jankovich and Tom Voskes, both former McKinsey consultants, said joining EY-Parthenon will create significant value for clients and staff whilst providing access to broader capabilities. The acquisition marks EY-Parthenon's first European deal since 2021. EY-Parthenon, established in 2014, is EY's strategy consulting and transactions advisory business with around 25,000 professionals globally. Mark Reich, Partner at EY-Parthenon Netherlands, said SparkOptimus' expertise will complement existing capabilities in the Dutch market. The deal closes on 1 September 2026. Financial terms were not disclosed.
The UK Government has awarded a contract worth up to £456 million to KPMG and EY to train civil servants, the Financial Times reported, citing government procurement tracker Tussell. Under the arrangement, the firms will train officials across various skills areas, including AI, between 2026 and 2028. KPMG's share is capped at £319 million, representing almost a quarter of its total UK advisory net sales from last year. EY's portion is worth £137 million, equivalent to around 13% of its UK consulting revenue. The deal is the largest single contract awarded to Big Four companies since Tussell started tracking records in 2012. The previous record was a £322 million deal between the Foreign Office and PricewaterhouseCoopers in 2012.