Customer Relationship Management Consultant
Inogen, Plano, TX, United States
This 1099 consultant supports the Commercial organization across
Direct to Patient (DTP) and B2B
through
ad‑hoc analytics, exploratory Salesforce reporting, and CRM data model discovery , operating within established Commercial Analytics governance.
DTP:
Provides rapid, operational insight via ad‑hoc analysis and Salesforce reporting.
B2B:
Leads CRM discovery, requirements definition, and early design to support a scalable Salesforce implementation in partnership with an external consultancy.
This role does
not
own official reporting, KPI definitions, or final system architecture.
Key Responsibilities DTP – Analytics & Salesforce Reporting
Deliver adhoc and deep‑ dive‑analysis on sales performance, funnels, activity, and lead flow
Build exploratory and short term‑Salesforce reports and dashboards for operational use
Document the current DTP Salesforce data model; identify data gaps and improvement opportunities
Partner with Commercial Analytics to transition recurring or critical reporting into governed environments
B2B – CRM Discovery & Implementation Leadership
Serve as Commercial lead for the Salesforce B2B implementation, partnering with an external consultancy
Translate B2B sales processes into validated Salesforce requirements
Define and validate the B2B CRM data model and proposed configuration approach
Support implementation planning, design reviews, UAT preparation, and go l‑ive readiness
Ensure alignment with Commercial Analytics governance and support post go‑ live‑ handoff to IT and Commercial Enablement
Stakeholder & Governance Expectations
Act as an embedded analytics and CRM partner to DTP and B2B Sales leadership
Operate exclusively within approved data sources, definitions, and governance standards
Ensure Salesforce reporting remains exploratory/operational and non‑authoritative
Escalate data or system design decisions to appropriate owners
Avoid parallel reporting, shadow systems, or unmanaged CRM configurations
Skills & Experience
7-10 years of relevant experience.
3-5 years’ strong Salesforce CRM data structure and reporting experience
CRM requirements definition and design
CRM data model documentation and assessment capability
Advanced analytics skills (SQL preferred; strong Excel required)
Experience in governed analytics environments
Strong communication, documentation, and matrix organization‑ effectiveness
Education
Bachelor’s degree preferred (Business, Economics, Statistics, Information Systems, Computer Science, or similar) or equivalent education and experience.
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Direct to Patient (DTP) and B2B
through
ad‑hoc analytics, exploratory Salesforce reporting, and CRM data model discovery , operating within established Commercial Analytics governance.
DTP:
Provides rapid, operational insight via ad‑hoc analysis and Salesforce reporting.
B2B:
Leads CRM discovery, requirements definition, and early design to support a scalable Salesforce implementation in partnership with an external consultancy.
This role does
not
own official reporting, KPI definitions, or final system architecture.
Key Responsibilities DTP – Analytics & Salesforce Reporting
Deliver adhoc and deep‑ dive‑analysis on sales performance, funnels, activity, and lead flow
Build exploratory and short term‑Salesforce reports and dashboards for operational use
Document the current DTP Salesforce data model; identify data gaps and improvement opportunities
Partner with Commercial Analytics to transition recurring or critical reporting into governed environments
B2B – CRM Discovery & Implementation Leadership
Serve as Commercial lead for the Salesforce B2B implementation, partnering with an external consultancy
Translate B2B sales processes into validated Salesforce requirements
Define and validate the B2B CRM data model and proposed configuration approach
Support implementation planning, design reviews, UAT preparation, and go l‑ive readiness
Ensure alignment with Commercial Analytics governance and support post go‑ live‑ handoff to IT and Commercial Enablement
Stakeholder & Governance Expectations
Act as an embedded analytics and CRM partner to DTP and B2B Sales leadership
Operate exclusively within approved data sources, definitions, and governance standards
Ensure Salesforce reporting remains exploratory/operational and non‑authoritative
Escalate data or system design decisions to appropriate owners
Avoid parallel reporting, shadow systems, or unmanaged CRM configurations
Skills & Experience
7-10 years of relevant experience.
3-5 years’ strong Salesforce CRM data structure and reporting experience
CRM requirements definition and design
CRM data model documentation and assessment capability
Advanced analytics skills (SQL preferred; strong Excel required)
Experience in governed analytics environments
Strong communication, documentation, and matrix organization‑ effectiveness
Education
Bachelor’s degree preferred (Business, Economics, Statistics, Information Systems, Computer Science, or similar) or equivalent education and experience.
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