Veeva CRM Specialist

Key Responsibilities

Veeva CRM and Vault CRM Configuration & Administration

• Configure CRM components such as Accounts, Contacts, Calls, CLM, Events Management, Surveys, and Multichannel interactions.
• Set up user roles, profiles, permission sets, territories, call cycles, and business rules.
• Build X-Pages dashboards, visualizations, and widgets using JSON, JavaScript, HTML, and VQL-like queries.
• Manage CLM content lifecycle (uploading, bundling, validation, metadata assignment).
• Support CRM Mobile, iPad, and Desktop configuration and platform rollouts.
• Execute sandbox management, metadata migration, release planning, and refreshing the environment.
• Analyze CRM usage, identify enhancement opportunities, and drive platform optimization.

Technical Development & Integrations

• Develop Vault SDK components (Java) for triggers, actions, workflow extensions, and custom services.
• Collaborate with integration teams to design and test REST/SOAP API integrations between Veeva CRM/Vault and:
• MDM systems
• Concur System
• Data warehouses
• Digital engagement platforms (Engage, Adobe, SFMC)
• Support data migration mapping, transformation, cleansing, and validation activities.

Quality, Compliance & Validation

• Ensure configurations and customizations comply with GxP, 21 CFR Part 11, and client regulatory standards.
• Participate in or lead validation documentation (IQ, OQ, PQ), test scripts, and risk assessments.
• Manage and triage defects, coordinate UAT cycles, and support hypercare and production rollout.
• Maintain detailed documentation for configurations, architecture decisions, and release notes.

Project Delivery, Stakeholder Management & Collaboration

• Work with business stakeholders to translate requirements into scalable Veeva solutions.
• Support or lead workshops for requirement gathering, design walkthroughs, and platform demonstrations.
• Collaborate with cross-functional teams (BA, QA, Data, Integration, DevOps).
• Contribute to sprint planning, estimations, user stories, and agile ceremonies.
• Communicate project status, risks, and dependencies proactively.
• Mentor junior team members and ensure adherence to platform best practices.