Portfolio Lead

Zennify

2d•$140,000 - $350,000•Remote

About The Position

Zennify is seeking a Portfolio Leader to drive sales of our Salesforce, data, and AI solutions within the financial services sector. This is a quota-carrying role where you will be responsible for pipeline generation, accurate forecasting, and achieving revenue targets across your assigned territory. You will manage the entire sales cycle, from initial contact to closing deals, and leverage your understanding of our solutions to articulate their value and outcomes for banks, credit unions, wealth management firms, and insurance companies. A key aspect of this role involves utilizing AI-first strategies, employing agents and AI tooling for account research, meeting preparation, discovery support, and proposal drafting. This approach allows for a greater focus on building and nurturing customer relationships. Prior experience selling into or working within the financial services industry is essential, demonstrating an understanding of buyer evaluation and decision-making processes. The on-target earnings for this role range from $250,000 to $350,000.

Requirements

5 to 7 years in a quota-carrying sales role.
Experience selling Salesforce or Salesforce consulting services, preferably through the partner ecosystem.
Financial services experience, either selling into financial institutions or working within one (e.g., banking, credit unions, wealth, insurance).
Familiarity with the Salesforce platform and its partner ecosystem, including clouds like 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 in using AI tools and agents in a professional workflow.
Consultative approach with strong discovery skills, capable of linking business problems to solutions and outcomes.
Ability to quarterback solution architects and engineers through scoping, estimation, and proposal development.
Clear communication skills with stakeholders from administrator to C-suite level.
Proven track record of pipeline management, accurate forecasting, and achieving sales targets.
Willingness to work as a remote team member and travel up to approximately 30% of the time.

Nice To Haves

Salesforce certifications (e.g., Administrator, Sales Cloud, Service Cloud, Financial Services Cloud).
Exposure to Databricks, Snowflake, or other data platforms.
Experience with nCino for banking and lending.
Experience with Twilio (Flex, messaging, customer engagement).
Experience co-selling with Salesforce Account Executives and RVPs.
Prior experience at a consulting firm or systems integrator serving the financial services industry.

Responsibilities

Own the commercial cycle, including pipeline, forecast, and closed revenue for Salesforce, data, and AI solutions within the territory.
Manage the full sales cycle from prospecting through closing, for both new customer acquisition and expansion business.
Maintain an accurate forecast with clearly defined stages, next steps, and close dates.
Collaborate with Salesforce Account Executives and RVPs to source, advance, and close opportunities.
Utilize AI tools and agents for account research, meeting preparation, discovery support, and initial proposal drafting.
Anchor all pursuits in ZennifyAccelerate, our AI-first deal process.
Leverage AI-generated time savings to deepen customer relationships and refine deal strategies.
Apply AI solutions in compliance with client security and regulatory requirements.
Understand Zennify's Salesforce, data, and AI solutions to articulate their value and outcomes for financial institutions.
Position the full portfolio, including Salesforce (Financial Services Cloud, Data Cloud, Agentforce, Marketing), and data and AI solutions on Databricks and Snowflake.
Coordinate with solution architects and engineers for deal scoping, estimation, and shaping.
Provide business context and customer outcome insights to enable accurate technical scoping and confident pricing.