Principal Consultant (Healthcare CRM)

Carex Consulting Group; Madison (WI); On-site; USD 150,000 - 200,000; Full time

Job summary

Carex Consulting Group is seeking a Principal Consultant to lead complex healthcare engagements, advise executive leadership, and drive strategic digital transformation across strategy, technology, and operations. The role combines high-level problem solving with hands-on ownership of engagements from discovery through delivery oversight.

You will collaborate with project managers, clinical and technology experts, and executive sponsors to translate goals into practical roadmaps, operating

Qualifications

• Significant progressive experience in healthcare consulting and digital transformation.
• Proven ability to independently lead complex engagements from discovery to delivery.
• Experience advising C-suite executives on strategy and technology initiatives.
• Strong understanding of healthcare operations and enterprise tech.

Responsibilities

• Serve as trusted advisor to C-suite executives on digital transformation and operating challenges.
• Lead executive-level conversations to identify priorities and guide decisions.
• Translate objectives into actionable transformation strategies and roadmaps.
• Own engagements from discovery through delivery oversight and recommendations.
• Collaborate with project managers and technical teams to ensure value delivery.
• Ensure solutions deliver measurable business impact and change readiness.

Skills

Healthcare consulting

Executive advisory

Engagement leadership

Digital transformation

Strategy development

Tools

Salesforce

Epic

Oracle Health/Cerner

MEDITECH

HubSpot

Job description

Carex is partnering with a boutique healthcare consulting partner to identify an experienced Principal Consultant who will lead complex healthcare consulting engagements, advise executive leadership, and drive strategic digital transformation initiatives. This role operates at the intersection of healthcare strategy, technology, and operations, helping organizations improve access, patient and member experiences, operational performance, and business outcomes.

The ideal candidate is a strategic thinker, trusted executive advisor, and accountable engagement leader who can translate complex business challenges into practical, high-impact solutions. This individual will independently own client engagements from discovery through strategic recommendations and delivery oversight, collaborating with project managers, technical specialists, and executive stakeholders to ensure meaningful results.

Success in this role requires the ability to navigate ambiguity, challenge assumptions, build strong executive relationships, and balance strategic vision with real-world organizational constraints. This is a hands-on consulting leadership role focused on engagement ownership, solution strategy, and measurable business impact rather than technical implementation.

What You'll Do

Executive Strategy & Advisory

• Serve as a trusted advisor to C-suite executives and senior healthcare leaders, providing strategic guidance on digital transformation, patient and member experience, marketing, data, technology, and operational challenges.

• Lead executive-level conversations to identify organizational priorities, evaluate strategic options, and guide informed decision‑making.

• Translate business objectives into actionable transformation strategies, technology roadmaps, operating models, and initiatives with measurable outcomes.

• Challenge assumptions, uncover underlying business needs, and develop recommendations grounded in organizational capabilities, resources, budgets, and readiness for change.

• Facilitate strategic discussions that move stakeholders from complex challenges and ambiguity toward clear decisions and practical action.

Engagement Leadership & Delivery Oversight

• Independently lead complex consulting engagements from initial discovery and problem definition through solution development, delivery oversight, and executive recommendations.

• Establish engagement strategies, priorities, deliverables, and success measures aligned with client objectives.

• Provide strategic direction to multidisciplinary consulting and technical teams, ensuring workstreams and deliverables support business priorities.

• Collaborate with project managers to manage engagement scope, resources, timelines, risks, and stakeholder expectations while maintaining accountability for overall solution direction and quality.

• Anticipate challenges, navigate organizational barriers, and proactively resolve issues to maintain engagement momentum and client confidence.

• Ensure recommendations and solutions deliver measurable business value and support long‑term organizational goals.

Digital Transformation & Solution Strategy

• Assess complex business and technology environments to identify root causes, capability gaps, operational inefficiencies, and transformation opportunities.

• Lead current‑state assessments across business processes, CRM platforms, marketing technology, enterprise data, operating models, and systems integrations.

• Develop future‑state solution strategies, transformation roadmaps, and prioritized recommendations that align technology capabilities with business objectives.

• Partner with technical consultants and platform specialists to evaluate solution approaches, validate feasibility, and assess implementation considerations.

• Analyze dependencies, risks, organizational readiness, and technology trade‑offs to recommend practical paths to execution.

• Translate complex technical and operational findings into clear, actionable insights and executive‑ready presentations.

Client Relationship Leadership & Team Development

• Build and maintain trusted relationships with healthcare executives, business leaders, and cross‑functional stakeholders.

• Lead executive workshops, strategy sessions, solution reviews, and stakeholder discussions to drive alignment and decision‑making.

• Communicate strategic direction, recommendations, risks, and opportunities effectively to executive and delivery audiences.

• Navigate complex stakeholder dynamics while maintaining strong relationships and accountability for client outcomes.

• Mentor and guide consulting and technical professionals, strengthening strategic thinking, problem‑solving, client communication, and deliverable quality.

• Collaborate with executive sponsors on strategic account priorities, escalations, and key client decisions.

Business Development & Strategic Growth

• Identify emerging client needs and opportunities to deliver additional strategic and operational value.

• Contribute to the development of future engagements, consulting scopes, transformation initiatives, and solution approaches.

• Support long‑term client relationship development through proactive advisory leadership and consistent delivery of meaningful results.

• Participate in strategic client discussions, proposals, and statements of work as needed.

• Help strengthen consulting methodologies, engagement quality, and overall practice capabilities.

What You’ll Bring

• Significant progressive experience in healthcare consulting, management consulting, digital transformation, technology strategy, or enterprise solution delivery.

• Proven ability to independently lead complex consulting engagements from initial problem definition through strategic recommendations and delivery oversight.

• Demonstrated experience advising C-suite executives and senior leadership teams on business strategy, technology transformation, and operational improvement.

• Strong understanding of healthcare operations, organizational challenges, and the intersection of business strategy and enterprise technology.

• Experience developing transformation strategies, future‑state operating models, technology roadmaps, capability assessments, and actionable business recommendations.

• Strong knowledge of enterprise technology ecosystems, systems integrations, data flows, and technology implementation considerations.

• Ability to evaluate complex business challenges, identify root causes, assess strategic options, and recommend practical solutions.

• Experience leading multidisciplinary consulting and technical teams while maintaining accountability for strategic direction and business outcomes.

• Exceptional executive communication, presentation, stakeholder management, and workshop facilitation skills.

• Strong analytical thinking, sound judgment, intellectual curiosity, and the ability to navigate ambiguity and competing priorities.

• Demonstrated ability to build trusted client relationships, influence senior stakeholders, and guide organizations through complex decisions.

• Commercial awareness and experience identifying opportunities for additional client value, engagement growth, and long‑term partnerships.

• High degree of ownership, accountability, adaptability, and independence in managing complex client engagements.

• Collaborative leadership style with the ability to mentor colleagues, elevate consulting quality, and foster cross‑functional alignment.

Preferred Qualifications

• Experience with healthcare CRM, patient access, contact center operations, patient experience, digital engagement, marketing technology, or enterprise data strategy.

• Familiarity with platforms such as Salesforce, Epic, Oracle Health/Cerner, MEDITECH, or HubSpot.

• Experience leading large‑scale healthcare operational improvement or technology transformation initiatives.

• Background developing strategic operating models, digital transformation roadmaps, or enterprise capability assessments.

• Experience working in consulting environments that require close collaboration across independent consultants, technical specialists, and executive stakeholders.

• Demonstrated commitment to improving healthcare access, patient outcomes, and operational effectiveness through practical, results‑oriented solutions.

Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, or Veteran status.