Vault CRM Configurator

Role: Vault CRM Configurator
Experience: 4+ Years
Location: REMOTE
JD:
Key Responsibilities
Configure Vault CRM objects, fields, record types, picklists, page layouts, and related lists to meet approved design specifications.
Configure security and access, including security profiles, permission sets, field-level security, and user and role setup.
Configure core commercial functionality such as call reporting, account and HCP/HCO management, sample management, territory and product setup, and consent capture.
Configure and support CLM and MyInsights, Approved Email, Engage, Suggestions, and multichannel activity capabilities as defined in the design.
Set up Vault CRM admin settings, field rules, validation rules, workflows, and lifecycle states, and configure reports and dashboards for field and operations users.
Perform data loads and updates using Vault Loader and the Vault API, including reference data, product catalogs, and user and territory data.
Support Veeva CRM to Vault CRM migrations, including configuration mapping, mock migration runs, and cutover activities.
Manage environment and release activities, including sandbox refreshes, configuration promotion between environments using Vault package deployment, and release-note review.
Develop and execute unit tests, and support SIT, UAT, regression testing, and defect resolution.
Produce validation-ready documentation for GxP releases, including configuration specifications, test
Life Sciences, Accelerated. Expertise Delivered.
scripts, and traceability to requirements.
Troubleshoot configuration issues and user-reported defects, and support hypercare and post-go-live stabilization.
Work with Solution Architects, Business Analysts, client administrators, and integration teams to clarify requirements and resolve dependencies.
Required Technical Skills
Hands-on Veeva CRM or Vault CRM configuration across objects, fields, layouts, security, and admin settings. Veeva CRM configuration skills transfer directly to Vault CRM.
Working knowledge of the Vault platform (object model, lifecycles, workflows, security profiles and permission sets, and package deployment), or willingness to ramp up quickly from a Veeva CRM and Salesforce background.
Experience loading and maintaining data with Vault Loader and basic familiarity with the Vault API and VQL.
Understanding of commercial CRM processes: HCP/HCO data, territory alignment, call activity, samples, consent, and content.
Ability to read design specifications and translate them into accurate, repeatable configuration.
Basic SQL and Excel skills for data validation and reconciliation.
Familiarity with GxP, 21 CFR Part 11, and CSV practices, including test scripting and evidence capture.
Required Experience
4+ years of CRM configuration or administration experience, including 2+ years on Veeva CRM (Salesforce-based) or Vault CRM in life sciences commercial environments. Vault CRM experience is not required; Veeva CRM configurators are a strong fit.
Hands-on involvement in at least one full Veeva CRM or Vault CRM implementation or migration, from build through go-live.
Experience supporting UAT, defect resolution, deployments, and production support.
Ability to work independently on defined configuration tasks and escalate design questions early.
Strong written and spoken English; able to communicate status and issues clearly to onshore and client teams.
Bachelor’s degree in computer science, information systems, life sciences, or a related field.
Preferred Experience
Veeva certifications, for example Vault CRM Administrator or Vault Platform administrator certifications.
Vault CRM exposure or Vault Platform training, and Veeva CRM experience on the Salesforce platform, which helps with migration and coexistence work.
Exposure to Veeva Network, Veeva Align, Vault PromoMats, or other Veeva Commercial products.
Life Sciences, Accelerated. Expertise Delivered.
Experience in an offshore or global delivery model, working with onshore teams across time zones.
Familiarity with Agile delivery and tools such as Jira, Azure DevOps, and Confluence.
What We’re Looking For
We are looking for a hands-on configurator, not simply a business analyst or functional consultant.
Veeva CRM configurators are welcome. Most of what you know carries over to Vault CRM: the commercial data model, call reporting, samples, territories, consent, and CLM concepts. We will support you with Vault platform training and certification sponsorship so you can move from Veeva CRM to Vault CRM quickly.
The successful candidate should be comfortable working inside the Vault platform every day: reading a design, building the configuration, testing it, documenting it, and fixing it when something does not behave as expected. They should understand why a field rep or commercial operations user needs a feature, not only how to switch it on.
The role requires someone who can take ownership of assigned configuration workstreams with accuracy and attention to detail, while collaborating effectively with architects, analysts, client teams, and other implementation partners.

Skills
CRM, Azure, SQL, Excel, Agile, Jira, Confluence, Salesforce, Documentation

Experience
4+ yrs

Work arrangement
Yes