Principle Consultant-Technology
Job Code : REQ-014330
Bangalore Partially Remote/HybridAbout Sagility
Sagility combines industry-leading technology and transformation-driven BPM services with decades of healthcare domain expertise to help clients draw closer to their members. The company optimizes the entire member/patient experience through service offerings for clinical, case management, member engagement, provider solutions, payment integrity, claims cost containment, and analytics. Sagility has more than 25,000 employees across 5 countries.
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Job Description:
Role Summary:
The Technology CRM Lead will serve as a bridge between business stakeholders and the CRM product team to ensure high-impact user engagement, drive adoption programs, and govern change initiatives. This role owns the end-user journey—translating functional needs into digital outcomes, ensuring smooth UAT cycles, and fostering a culture of data-driven, tech-enabled CRM usage across the enterprise.
Key Responsibilities:
1. User Engagement & Adoption
Build and execute user outreach and training programs to boost CRM adoption and functional alignment
Act as a CRM champion to promote self-service, reduce manual processes, and increase user satisfaction
Establish user champion networks and feedback forums across geographies
2. Program Governance
Track CRM roadmap deliverables, manage dependencies, and ensure timely stakeholder updates
Run governance meetings to monitor adoption metrics, resolve blockers, and align on key priorities
Coordinate with IT, Ops, and functional teams for unified CRM transformation success
3. Business Requirements & UAT Facilitation
Lead requirement discovery workshops with users, ensuring completeness, clarity, and business alignment
Translate business inputs into functional specs in collaboration with CRM solution teams
Drive UAT planning, test case creation, execution tracking, and defect resolution with users
4. Reporting & Continuous Improvement
Monitor usage analytics, highlight adoption gaps, and recommend interventions
Deliver monthly status reports to stakeholders and leadership with actionable insights
Identify CRM process improvement opportunities based on user feedback and data
Key Skills & Qualifications:
10-12 years of experience in Tech implementation or rollouts/adoption (Functional lead)
Strong understanding of business process flows in Sales, learning aspects, Service or Case Management
Hands-on experience in adoption strategies, training rollouts, and user onboarding
Excellent communication, stakeholder management, and facilitation skills
Exposure to project governance models, UAT cycles, and change control processes
Proficiency in CRM reporting, dashboards, and user feedback mechanisms
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