Own pipeline, forecasting, and closed revenue for Salesforce, data, and AI solutions sold to financial institutions. Manage the full sales cycle from prospecting through close, co-sell with Salesforce partners, and quarterback solution architects and engineers through scoping and proposals. Use AI tools in sales workflows, translate technical solutions into business outcomes, and maintain executive customer relationships. The role is fully remote with travel up to approximately 30%.
Portfolio Lead Salesforce, Data & AI | Financial Services & Regulated Industries
Zennify is hiring a Portfolio Leader to sell our Salesforce, data, and AI solutions to financial institutions. This is a quota-carrying role. You own pipeline, forecast, and closed revenue across your territory, and you lead deals from first contact through close.
You understand our solutions and how they translate into outcomes for banks, credit unions, wealth firms, and insurers. You know them well enough to lead the conversation, and you quarterback the right team of solution architects and engineers to scope, estimate, and win the deal.
You work AI-first, using agents and AI tooling to research accounts, prepare for meetings, support discovery, and draft proposals. That frees up time for the customer relationships that move deals forward. You have either sold into financial services or worked inside it, so you understand how these buyers evaluate and make decisions.
This is a quota-carrying role with on-target earnings of $250,000 to $350,000. You own pipeline, forecast, and closed revenue across your territory, and you lead deals from first contact through close.
Primary Responsibilities
Own the commercial cycle
- Own pipeline, forecast, and closed revenue for Salesforce, data, and AI across your territory.
- Run the full sales cycle from prospecting through close, for both new-logo and expansion business.
- Keep an accurate forecast with clear stages, next steps, and close dates.
- Co-sell with Salesforce Account Executives and RVPs to source, advance, and close opportunities.
Sell AI-first
- Use agents and AI tooling to research accounts, prepare for meetings, support discovery, and draft first-pass proposals.
- Anchor each pursuit in ZennifyAccelerate, our AI-first deal process.
- Use the time AI saves to deepen customer relationships and sharpen deal strategy.
- Apply AI in line with each client's security and regulatory requirements.
Understand the solution and quarterback the deal
- Understand Zennify's Salesforce, data, and AI solutions well enough to explain how they translate into outcomes for financial institutions.
- Position the full portfolio: Salesforce, including Financial Services Cloud, Data Cloud, Agentforce, and Marketing, plus data and AI on Databricks and Snowflake.
- Quarterback solution architects and engineers to scope, estimate, and shape each deal.
- Bring the business context and customer outcomes that let the technical team scope accurately and price with confidence.
Required Qualifications
- 5 to 7 years in a quota-carrying sales role, including experience selling Salesforce or Salesforce consulting services, ideally through the partner ecosystem.
- Financial services experience, either selling into financial institutions or working inside one, such as banking, credit unions, wealth, or insurance.
- Familiarity with the Salesforce platform and how it is sold through the partner ecosystem, including clouds such as Sales, Service, Marketing, or Financial Services Cloud.
- Working knowledge of the data and AI ecosystem around Salesforce, including Data Cloud, Agentforce, Databricks, and Snowflake.
- Fluency using AI tools and agents in your own workflow.
- A consultative approach with strong discovery skills, and the ability to connect a business problem to the right solution and outcome.
- The ability to quarterback solution architects and engineers through scoping, estimation, and proposal development.
- Clear communication with stakeholders from admin to the C-suite.
- A track record of managing a pipeline, forecasting accurately, and hitting targets.
- Willingness to work as a remote team member and travel as needed, up to approximately 30% of the time
Preferred Qualifications
- Salesforce certifications such as Administrator, Sales Cloud, Service Cloud, or Financial Services Cloud.
- Exposure to Databricks, Snowflake, or other data platforms.
- Experience with nCino for banking and lending.
- Experience with Twilio, including Flex, messaging, and customer engagement. Twilio is a plus, not a requirement.
- Experience co-selling with Salesforce Account Executives and RVPs.
- Prior time at a consulting firm or systems integrator serving financial services.
Qualities of the Ideal Candidate
- Brings grit and hustle, with strong follow-through.
- Forms a point of view and leads the conversation rather than reacting to a requirements list.
- Curious and quick to learn, especially with new technology and AI.
- Comfortable moving between technical detail and executive business value.
- Collaborative across sales, delivery, and partner alliances.
- Trusted with sensitive client data, and disciplined about security and compliance.
The full compensation package is based on candidate's experience and certifications.
Zennify pay range
$140,000—$165,000 USD
Rooted in care. Built for what’s next. At Zennify, you help people in regulated industries solve real problems at the intersection of data, AI, and customer experience. You will work across Salesforce, nCino, MuleSoft, Twilio, and Databricks, and you will deliver outcomes that hold up in production. You will join smart, kind, collaborative people who move with urgency and lead with care. We challenge each other, we support each other, and we keep expectations clear. Diverse perspectives make us better partners and better teammates, so we build teams where everyone can do their best work and feel like they belong.
How we work
How we work
- Fully remote, designed for flexibility, focus, and balance
- Paid training and certifications to support your growth
- Unlimited PTO so you can take the time you need
Benefits that support real life. We offer strong medical, dental, vision, and life insurance benefits, plus mental health support. You will also have pet insurance, pawternity and pawreavement leave, and other programs that meet you where you are.
Belonging and equity matter here. We are committed to an inclusive and equitable workplace with equal opportunity, fair pay practices, and respect for every background and identity. Come for the mission. Stay for the people.
Belonging and equity matter here. We are committed to an inclusive and equitable workplace with equal opportunity, fair pay practices, and respect for every background and identity. Come for the mission. Stay for the people.
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.
About Zennify. Zennify is a data engineering and customer experience consultancy built for industries where trust and precision matter, including financial services, healthcare, and utilities. We deliver strategy, implementation, and managed services with warmth, speed, and reliability. We have delivered 600+ Salesforce projects and 200+ data projects, with a 4.9/5 CSAT. Our team holds 750+ certifications, and we continue to grow our data and AI work as our fastest-expanding area. While our roots are in Salesforce, today we help clients build modern foundations that connect data, systems, and experiences, so teams can move faster, serve better, and scale with confidence. Zennify is privately owned and backed by Tercera and Salesforce Ventures. We invest in our people, our partnerships, and our purpose.
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.
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