Portfolio Lead, Salesforce Solutions
Zennify is seeking a skilled Portfolio Lead to join our team. This leader will have a strong understanding of the Salesforce platform and will serve as a trusted advisor to prospects. You will demonstrate clear knowledge of their business, work to understand their needs, and propose Salesforce solutions that help them reach their goals with measurable impact. The role covers the full sales cycle from prospecting to closing new logos, supported by internal partners such as Salesforce channel teams, marketing, and sales engineering.
Build and strengthen relationships with Salesforce license teams, and collaborate to engage new potential clients
Cultivate leads and source new opportunities within the Salesforce ecosystem, generating interest in Zennify as a premier Salesforce partner
Understand client business needs and goals
Serve as a trusted advisor and demonstrate the ROI of Salesforce solutions and Zennify’s ability to design and implement them
Lead and manage all phases of the sales cycle, including prospecting, qualification, project scoping, presentation development, SOW creation, and contract negotiation
3 or more years selling Salesforce solutions, preferably including Financial Services Cloud, Sales Cloud, Service Cloud, and Marketing Cloud
5 to 10 or more years selling SaaS in the Financial Services market, including Wealth Management, Banking, Insurance, Investment, or related industries
Experience selling to both Mid Market and Enterprise accounts
Background working in a consulting environment
Ability to build assets from scratch, including roadmaps, sales materials, marketing content, and strategy solutions
Proven success working in a channel partnership sales model
Strong consultative sales skills and discovery methods
Ability to articulate ROI and build business cases for Salesforce
Track record of meeting and exceeding sales goals, with both individual and team focused mindset
Skilled at handling objections and creatively overcoming obstacles
Strong forecasting and results orientation
Ability to create compelling presentations that outline benefits, objectives, and clear paths to client success
Highly effective communication skills with vendors, clients, and internal partners
Salesforce Administrator Certification
Experience with Agile or Scrum
Thrives in a team based, high energy, fast paced environment
Service driven and committed to outstanding customer results
Enjoys learning and applying new technologies
Analytical, logical, and methodical problem solver
Strong prioritization and multi tasking skills in a deadline driven environment
Operates with urgency, strong organization, and consistent follow up
Ability to meet travel requirements when applicable, up to 30 percent
Pay Transparency
We believe that pay transparency helps to foster trust and open communication between employers and employees. It allows our team members to have a clear understanding of their earning potential and the expectations associated with their roles. We also believe that pay transparency promotes fairness, as everyone is compensated based on their experience and skills, regardless of factors such as gender, race, or ethnicity. We recognize that the skills and experience of our candidates may vary, and we are committed to compensating them accordingly. As such, we will evaluate each candidate's qualifications, experience, and performance to determine the appropriate compensation within the stated salary range. We hope that this transparent approach to compensation will provide our potential candidates with the information they need to make informed decisions about their career paths.
This is what we mean when we say we’re the Sum of Our Parts
We understand that everyone comes to the table with their own special histories, perspectives, opinions, backgrounds, and cultures. Here at Zennify, we believe that all of those distinctive individual aspects of our employees are precisely what makes Zennify a great place to work. We want to see you for who you are, so please bring your whole self to the interview process with us. In fact, here are some unique benefits that we offer as a direct result of our amazing employees:
Pawreavement & Pawternity Leave: Two days off of work if you bring a new furry friend home, and two days off of work if you have to say goodbye to one. We take our pets very seriously at Zennify, so it’s important to us to represent our entire family in the benefits we offer!
Unlimited PTO: Because we want you to be a human being first and an employee second!
We cannot wait to meet you!
About Us
Founded in 2013, Zennify is a Platinum Salesforce consulting partner focused in Financial Services, Health and Life Sciences, and other key industries that prioritize the customer experience. With consistently high Customer Satisfaction scores, we live to provide epic solutions that solve our customers’ challenges, and exceed expectations! Our commitment to People Development and Customer Success are the driving forces behind our firm.Our purpose is to provide opportunities for professionals to develop amazing careers that drive compelling business impact. We promote and grow from within, building on strengths and investing in development.Balancing industry-leading Salesforce technical expertise with clear purpose and line of sight to our client’s business objectives, we deliver innovative and contextual solutions that scale. Zennify’s mission is to be problem solvers and relationship builders, striving to create solutions, opportunities, and sustained success for our people, customers, community, and future generations. We aspire to be the most trusted, impactful, and inspirational advisor in the consulting ecosystem. As professionals, we put in the work and are committed to milestones, but at Zennify having fun and giving back are part of the journey. We offer a culture that inspires, a place people love coming to work and believe in open communication. It’s all part of the Zenn!
Our Values: Inspire Passion, Embrace Equality, Be Authentic, Integrity Matters.
EEO Posting Statement
It is the policy of Zennify to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruiting, employment, placement, promotion, transfer, demotion, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity, or age limitations will be adhered to by the company where appropriate.
Zennify is an award-winning technology consulting firm and a Salesforce Summit level partner that specializes in delivering impactful solutions tailored for the financial services industry.
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