2027 Platforms & Customer Strategy Consultant

West Monroe; San Francisco (CA); Hybrid; USD 70,000 - 95,000; Full time

Job summary

West Monroe is seeking entry-level Consultants to join our Customer Strategy & Platforms team within the Technology & Experience Practice. As a Consultant, you will work with clients across industries to improve customer and employee experience through strategy, process design, operating models, and technology enablement.

You will gain hands-on experience in customer strategy, data analysis, and platform configuration, translating business needs into platform-enabled solutions that boost

Qualifications

• Bachelor's degree in progress with expected graduation between December 2026 and August 2027.
• Minimum GPA of 3.0.
• Legally authorized to work in the United States without sponsorship.
• Reside within 50 miles of assigned office; hybrid work model.
• Willing to travel up to 50%; travel expenses covered.
• Experience integrating AI tools into day-to-day workflows to enhance productivity.

Responsibilities

• Develop and deliver business and technology solutions that improve customer experience and performance across marketing, sales, commerce, and customer service functions.
• Conduct customer, market, operational, and data analysis to identify trends, pain points, opportunities, and insights that support strategic recommendations.
• Engage with client stakeholders to understand needs, gather requirements, and define desired business outcomes.
• Support the development of customer strategies, experience roadmaps, operating models, and technology-enabled transformation plans.
• Participate in client workshops to assess current-state experiences and design future-state processes and journeys.

Skills

Analytical thinking

Written communication

Team collaboration

Adaptability

AI tools experience

Education

Bachelor’s degree in progress

Job description

Launch your consulting journey with West Monroe

West Monroe is seeking entry‑level Consultants to join our Customer Strategy & Platforms team within our Technology & Experience (TechEx) Practice. As a Consultant, you will work directly with clients across a variety of industries to improve customer and employee experience through a combination of strategy, business process and operating model design, and technology enablement. You will help clients transform functions such as marketing, sales, and customer service by leveraging platforms including Salesforce, ServiceNow, NetSuite, and other customer experience technologies.

As a Consultant, you will gain hands‑on experience across customer strategy, business process and journey design, data and financial analysis, and technology configuration and implementation. You will learn how to translate customer and business needs into platform‑enabled solutions that improve experience, operations, and business performance.

Primary Responsibilities

• Develop and deliver business and technology solutions that improve the customer experience and performance across marketing, sales, commerce, and customer service functions.
• Conduct customer, market, operational, and data analysis to identify trends, pain points, opportunities, and insights that support strategic recommendations.
• Engage with client stakeholders across business and technology teams to understand customer and employee needs, gather requirements, and define desired business outcomes.
• Support the development of customer strategies, experience roadmaps, operating models, capability assessments, and technology‑enabled transformation plans.
• Participate in client workshops to assess current‑state experiences and operations, design future‑state processes and customer journeys, and define KPIs, capabilities, and guiding principles.
• Analyze and redesign business processes, workflows, roles, and supporting technologies to improve customer experience, employee effectiveness, operational efficiency, and business performance.
• Translate business and customer needs into clear business requirements, user stories, functional requirements, process flows, and current‑and future‑state solution designs.
• Evaluate how customer platforms and emerging technologies can enable business capabilities, including identifying opportunities to improve platform utilization, integration, automation, and user experience.
• Perform configuration and development activities on platforms such as Salesforce, ServiceNow, NiCE, Genesys, and NetSuite, while supporting the creation of functional, technical, and solution design documentation.
• Support platform implementation activities, including solution design, data and integration requirements, testing, defect resolution, deployment readiness, and change adoption.
• Write and execute unit, system, and user acceptance test scripts, and support the development and delivery of end‑user training, communications, and adoption materials.
• Develop analyses and business cases to evaluate transformation opportunities, technology investments, expected benefits, costs, and business outcomes.
• Connect customer strategy and business requirements to platform capabilities, helping clients understand how technology, data, AI, and operating model changes work together to deliver measurable outcomes.
• Leverage AI tools to accelerate analysis, synthesize complex information, and support data‑driven recommendations for clients, exercising sound judgment in evaluating outputs.
• Apply AI technologies, including generative AI, automation tools, and data models, to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.

What You’ll Bring To The Team

• Sharp analytical thinking and an interest in solving complex problems.
• Effective written and verbal communication skills.
• A collaborative mindset and enthusiasm for working as part of a team.
• Ability to stay organized and manage priorities in a dynamic environment.
• Demonstrated leadership through academics, extracurricular activities, or prior work experience.
• Curiosity about emerging technologies, including AI, and a passion for continuous learning and innovation.

Required Qualifications

• Bachelor’s degree in progress, with an expected graduation date between December 2026 and August 2027. Candidates must currently be on track to graduate within this window. The graduation date will be verified.
• Minimum cumulative GPA of 3.0.
• Legally authorized to work in the United States without limitation or sponsorship now or in the future, including OPT, H‑1B visa, or TN status.
• Reside within 50 miles of your assigned office prior to your start date; our culture emphasizes team collaboration within a hybrid work model.
• Ability and willingness to travel up to 50%; travel expenses are covered by West Monroe.
• Experience integrating AI tools, such as ChatGPT, into day‑to‑day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high‑quality outputs.

Preferred Qualifications

Majors in:

• Accounting
• Business Administration
• Business Analytics
• Economics
• Finance
• Industrial & Systems Engineering
• Information Systems
• Marketing

Join our team and make a lasting impact!

Other consultancies talk at you.

At West Monroe, we work with you.

We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real‑world solutions.

The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.

At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.

You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co‑creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.

West Monroe is an Equal Employment Opportunity Employer

We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visitwww.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to [e-mail].

Please review our current policy regarding use of generative artificial intelligence during the application process. Additionally, West Monroe uses the BrightHire platform to record live interviews so our team can capture notes more accurately, stay focused on the conversation, and continually improve our interview process. You can review our privacy notice for more information about this process and how recordings are used. If you have any questions, reach out to [e-mail].

If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linkedhere.