The Principal Consultant role at Zennify will be an incredibly strategic individual who plays a critical role in the elevation of the firm's banking engagements as they are activating our expertise into POV's & solutions and building customer confidence, The expectation is that 50% of this individual’s time is billable to the client.

The ideal candidate will make immediate client impact and enable the development of our emerging Strategic Advisory Practice, specifically in the Banking sub-vertical.

Primary Responsibilities

Support Zennify’s strategic advisory and consulting for the banking practice, enabling the growth of the practice by formulating and presenting our banking Point of View and strategic framework as part of pre-sales motions and strategic banking discovery (SBD).
Drive Strategic Program Investment (SPI) opportunities for key accounts - new accounts and existing projects in flight. This can enabled and requested from sales or delivery consulting leadership and may be non-billable at times
Strategize and drive the overall growth of Banking sub-vertical; this includes engaging in billable Strategy & Advisory engagements to create aligned roadmaps combining executive goals, business strategy and technology solutions
Support pre-sales activities to assess client need and support pre-sales team in creating solution approach and estimates
Ensure client buy-in, alignment and understanding of proposals, estimates, solutions and related roadmaps
Provide expert-level consultation and point of view on specific industry trends and challenges for internal and client stakeholders
Identify and support the enablement of industry offerings to meet common client challenges; coordinate with leadership to gain buy-in of offerings
Provide expertise, coaching and education to project teams within the Banking sub-vertical; coordinate with delivery account leadership to ensure solution
Support GTM team in developing white papers, blogs, points-of-view and marketing activities targeted to Banking sub-vertical
Build trusted advisor relationships with client leadership within key accounts to help foster account growth and success
Work with PS leadership to successfully help teams understand client business objectives, success metrics and other KPIs
Responsible for Banking Advisory Council oversight including the development of the council, guiding principles and rules of engagement

Key Activities

Define, create, present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in strategic customer projects as either a paid engagement or as a strategic project investment
Drive Strategic Banking Discovery (SBD) sessions with key customers during this critical phase of the engagement. In this role, the PC will present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in the client success engagement strategy.
Support pre-sales activities in support of new accounts as well as expansion of current accounts
Architect business processes to support digital transformation efforts for clients across Banking sub-verticals
Facilitate customer workshops to build trust, identify pain points and build consensus
Identify and recommend process change and technology improvements to support business outcomes
Develop client-facing deliverables to drive meaningful discussions and demonstrate value
Utilize and develop decision making frameworks to build alignment across varying sizes of engagements

Required Qualifications

10+ years of experience working in the Banking sub-vertical, in both Retail and Commercial as well as on consulting engagements within the Financial Services vertical
8+ years experience in Salesforce and related technologies either in consulting or implementation in a business solution design capacity
5+ years in consulting, leading teams and clients
Demonstrated execution of digital transformation activities
Executive-level communication skills with effective presentation skills and the ability to adapt to diverse range of audiences, specifically influencing executive-level management
Proven leadership experience including the ability to engage with C-level decision makers, influence decisions and gain alignment
Understanding of the consulting space, including customer success, profitability and client account growth
Ability to work and collaborate across with all levels and roles within an organization
Proven experience of delivering strategic initiatives
Ability to travel to clients as required

Qualities of the Ideal Candidate

Provide strong leadership including aligning teams to a common vision and leading teams through change
Ability to thrive within a growing organization and comfort with ambiguity
Client success oriented with a drive to produce outstanding customer satisfaction and results
Expertise facilitating in-person and virtual meetings and presenting to an executive level audience in a concise, articulate and convincing manner.
Strong aptitude for prioritization and multitasking
Ability to work across all levels in an internal organization
A positive demeanor with exceptional interpersonal skills with respect to internal and external interactions and relationships

The full compensation package is based on candidate's experience and certifications.

Zennify pay range

$165,000—$190,000 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.

Principal Consultant of Banking

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