What are the responsibilities and job description for the 2026 - Platforms & Customer Strategy Consultant position at West Monroe?
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Launch your consulting journey with West Monroe
West Monroe is seeking Business Strategy Consultants to join our Platforms and Customer Strategy team within our Technology and Experience (TechEx) Practice. As a Consultant, you will collaborate with clients across industries, focusing on strategy, digital transformation, technology platforms like Salesforce, ServiceNow, and NetSuite to enhance their sales, marketing, customer service, eCommerce order management, and accounting functions.
As a Business Strategy Consultant, you will gain hands-on experience in areas such as strategy development, business process design, financial modeling, technology configuration and implementation, preparing you to make a meaningful impact on our clients’ marketing, sales, and service teams.
Primary Responsibilities
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, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.
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 linked here.
Launch your consulting journey with West Monroe
West Monroe is seeking Business Strategy Consultants to join our Platforms and Customer Strategy team within our Technology and Experience (TechEx) Practice. As a Consultant, you will collaborate with clients across industries, focusing on strategy, digital transformation, technology platforms like Salesforce, ServiceNow, and NetSuite to enhance their sales, marketing, customer service, eCommerce order management, and accounting functions.
As a Business Strategy Consultant, you will gain hands-on experience in areas such as strategy development, business process design, financial modeling, technology configuration and implementation, preparing you to make a meaningful impact on our clients’ marketing, sales, and service teams.
Primary Responsibilities
- Develop and deliver business solutions across Marketing, Sales, Service, and Accounting functions
- Conduct market research and data analysis to identify trends and support strategic recommendations
- Engage with client stakeholders to gather insights, understand business requirements and document desired outcomes
- Participate in strategy workshops to document process improvements, KPIs and guiding principles for client programs
- Create strategic plans and defining metrics for marketing, sales and service improvements
- Analyze, redesign, and document operational processes to enhance efficiency and business performance
- Document client business requirements and user stories, as well as current state and future state process workflows
- Perform configuration/development activities on platforms like Salesforce, ServiceNow, and NetSuite and assist in writing technical and solution design documentation
- Write and execute unit and user acceptance test scripts and assist in creating and delivering end-user training materials
- Support financial modeling to evaluate strategic initiatives and align budgets with business goals
- Sharp analytical thinking and an interest in solving complex problems
- Ability to stay organized and manage priorities in a fast-moving environment
- Demonstrated leadership potential through academics, extracurriculars, or prior work experience
- Clear and effective communication skills, both written and verbal
- A collaborative mindset and enthusiasm for contributing to team success
- Curiosity and a passion for continuous learning and innovation
- Bachelor’s degree in progress, with an expected graduation date between December 2025 and July 2026
- Legally authorized to work in the United States without limitation or sponsorship now or in the future (e.g., OPT, H-1B visa, TN, etc.)
- Minimum cumulative GPA of 3.0
- 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 Monday – Thursday (up to 50%); travel expenses covered by West Monroe
- Majors with a focus in:
- Accounting
- Business Administration
- Business Analytics
- Economics
- Finance
- Industrial & Systems Engineering
- Information Systems
- Marketing
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, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.
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 linked here.