Principal Consultant, Insurance

AI overview

Lead executive-level advisory engagements on Salesforce Financial Services Cloud strategy for insurance organizations, delivering measurable business value and transformation.

Principal Consultant, Insurance

About the Role

The Principal Consultant, Insurance is a senior advisory leader who guides insurance executives through Salesforce Financial Services Cloud–enabled transformation. This role combines insurance industry fluency with deep Salesforce expertise to bring outside-in perspective, strategic clarity, and measurable business value to carriers, brokers, and insurance service organizations.

This is not an insurance subject-matter expert role, and it is not a delivery-only Salesforce position. The value of this role lies in translating Salesforce Financial Services Cloud capabilities into operating model change, executive-aligned roadmaps, and transformation strategies that insurance leaders cannot achieve through industry experience alone.

The ideal candidate speaks the language of insurance executives, understands their pain points instinctively, and brings differentiated value through experience advising clients on how Salesforce can modernize distribution, servicing, claims, data, and customer engagement. Approximately 70 percent of this role is client-billable across advisory, discovery, and strategic engagements.

What This Role Is

  • A senior Salesforce Financial Services Cloud advisory role
  • Executive-facing and strategy-led
  • Focused on shaping point of view, roadmaps, and transformation strategy
  • Designed to bring cross-client insight and pattern recognition to insurance leaders
  • A partner to Sales and Delivery in shaping opportunities and guiding outcomes

What This Role Is Not

  • A general insurance leadership or operations role
  • A claims, underwriting, or compliance SME position
  • A Salesforce delivery-only or project execution role
  • A general management consultant without Salesforce Financial Services Cloud depth

Key Responsibilities

  • Lead executive-level advisory engagements focused on Salesforce Financial Services Cloud strategy, transformation roadmaps, and value realization for insurance organizations.
  • Serve as a trusted advisor to insurance executives by translating Salesforce capabilities into clear business outcomes, tradeoffs, and operating model implications.
  • Define, present, and deliver Zennify’s Insurance point of view and strategic frameworks during pre-sales motions, discovery engagements, and advisory work.
  • Partner with Sales and Consulting leadership to shape opportunities, develop solution approaches, and guide executive conversations across new and existing insurance accounts.
  • Assess client needs and maturity to define Salesforce-enabled strategies grounded in insurance operations, regulatory context, and business priorities.
  • Lead strategic discovery workshops that align executive stakeholders, surface root challenges, and establish consensus around Salesforce-driven solutions.
  • Develop executive-ready deliverables including roadmaps, value cases, and decision frameworks that support confident client decision-making.
  • Identify recurring insurance challenges and collaborate with leadership to evolve insurance-specific offerings, accelerators, and advisory assets.
  • Contribute to thought leadership efforts including points of view, blogs, and white papers focused on Salesforce Financial Services Cloud in the insurance market.
  • Leverage Salesforce AI and data capabilities to help clients identify risk, improve decision-making, and modernize insurance processes.
  • Partner with Delivery leaders to ensure engagements remain grounded in client business objectives, success metrics, and value realization.

Required Qualifications

  • Deep working knowledge of insurance operations, terminology, and regulatory context, sufficient to engage confidently with senior insurance executives.
  • 8+ years of hands-on experience leading Salesforce initiatives, with significant experience in Salesforce Financial Services Cloud for insurance organizations.
  • Demonstrated success advising insurance executives on Salesforce strategy, roadmap decisions, and transformation tradeoffs.
  • Experience shaping Salesforce-led transformation initiatives, including operating model alignment, process modernization, and data strategy.
  • Proven consulting experience leading client relationships, shaping engagements, and influencing outcomes at the executive level.
  • Ability to articulate a clear, opinionated point of view on how Salesforce Financial Services Cloud drives value in insurance organizations.
  • Strong executive communication and presentation skills, with the ability to influence, challenge, and align senior stakeholders.
  • Experience supporting pre-sales efforts including solution shaping, estimation, and delivery strategy definition.
  • Ability to collaborate effectively across Sales, Delivery, and GTM teams in a remote-first environment.
  • Willingness to travel up to approximately 30 percent based on client needs.

Preferred Experience

  • Prior experience as a Principal Consultant, Solution Architect, or Advisory Lead focused on Salesforce Financial Services Cloud.
  • Experience working with multiple insurance clients across carriers, brokers, or insurance service organizations.
  • Background in consulting or professional services organizations delivering Salesforce-led transformation.
  • Experience incorporating Salesforce AI, analytics, or automation into insurance transformation strategies.
The full compensation package is based on candidate's experience and certifications. 
Zennify pay range
$175,000$200,000 USD

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.

Rooted in care. Driven to build.

At Zennify, we solve complex problems across leading cloud ecosystems. We move fast. We lead with care. We build work that matters. You will work alongside smart, kind, collaborative people who challenge each other and support each other. We value diverse perspectives because they make us better consultants, better teammates, and better humans. This is a fully remote workplace designed for flexibility, growth, and balance. We invest in your development through paid training and certifications. We offer unlimited PTO so you can take the time you need. We provide strong medical, dental, vision, and life insurance benefits, along with pet insurance, pawternity and pawreavement leave, and mental health support. We are committed to building an inclusive and equitable culture. Equal pay. Equal opportunity. Respect for every background, identity, and lived experience.

Come for the mission. Stay for the people. We cannot wait to meet you.

About Us

Founded in 2012, Zennify began with a clear belief: the right technology, applied with care and urgency, can solve real problems for real people. That belief was tested early during a public health emergency in Haiti, where our founders built a Salesforce powered IoT solution to monitor vaccine temperatures in real time. The system helped establish a new global standard and shaped how we operate today. Zennify is now a trusted consulting partner delivering enterprise scale transformation across North America. We have completed more than 600 Salesforce projects and 200 data and AI engagements, earning a 4.9 out of 5 CSAT. Our team holds 750 plus certifications and continues to expand in capability and impact. We specialize in Salesforce, nCino, MuleSoft, Twilio, and Databricks. We focus on outcomes that matter. We listen with intent. We deliver with discipline. We build solutions that move the needle. Privately owned and backed by Tercera and Salesforce Ventures, we continue to invest in our people, our partnerships, and our purpose.

It is all part of the Zenn.

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.

Perks & Benefits Extracted with AI

  • Health Insurance: We provide strong medical, dental, vision, and life insurance benefits.
  • Pet insurance and pawternity leave: We offer pet insurance, pawternity and pawreavement leave, and mental health support.
  • Paid Time Off: We offer unlimited PTO so you can take the time you need.

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.

View all jobs
Salary
$175,000 – $200,000 per year
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