Principal Consultant, Insurance

Zennify

46d • $175,000 - $200,000

About The Position

The Principal Consultant of Insurance at Zennify is a senior strategic leader who elevates our Insurance engagements by activating deep Salesforce expertise and insurance industry knowledge into clear points of view, strategic frameworks, and repeatable advisory solutions. This role plays a critical part in advancing Zennify’s Strategic Advisory Practice within the Insurance sub-vertical and building executive-level client confidence. The expectation is that approximately 70% of this individual’s time is billable to the client. The ideal candidate will make immediate client impact while shaping the long-term growth of Zennify’s Insurance practice.

Requirements

• 10+ years of experience working within the insurance industry, including strategy, operations, or consulting roles across carriers, brokers, or related entities.
• 8+ years of hands-on experience with Salesforce and related technologies, in a solution design or delivery leadership capacity for insurance clients.
• 5+ years of consulting experience, including leading client relationships, shaping engagements, and guiding internal teams.
• Demonstrated success delivering Salesforce-enabled digital transformation initiatives across the insurance value chain.
• Executive-level communication and presentation skills, with the ability to influence, align, and advise C-level stakeholders.
• Proven leadership experience engaging senior decision-makers, driving alignment, and delivering measurable client value.
• Strong understanding of the consulting model, including customer success, engagement profitability, and account growth.
• Ability to collaborate effectively across organizational levels, functions, and roles in a remote-first environment.
• Willingness to travel up to approximately 30% as client needs require.

Nice To Haves

• Experience in other Financial Services verticals, including Banking or Wealth and Asset Management, is a plus.

Responsibilities

• Support Zennify’s strategic advisory and consulting services for the Insurance practice by defining, presenting, and delivering Zennify’s Insurance Point of View and strategic frameworks during pre-sales motions and early-stage discovery engagements.
• Partner with Sales and Delivery Consulting leadership to identify, shape, and drive new opportunities within key insurance accounts, including new prospects and in-flight engagements. This may include both billable and strategic investment work.
• Strategize and lead the growth of the Insurance sub-vertical by engaging in Strategy and Advisory engagements that align executive objectives, regulatory considerations, business strategy, and Salesforce-based technology roadmaps.
• Support pre-sales activities by assessing client needs, defining solution approaches, developing estimates, and shaping delivery strategies grounded in Salesforce capabilities and insurance best practices.
• Ensure executive alignment and client buy-in across proposals, estimates, roadmaps, and solutions by clearly articulating value, tradeoffs, and outcomes.
• Provide expert-level consultation and point of view on insurance industry trends, regulatory drivers, operational challenges, and digital transformation opportunities, with a strong emphasis on Salesforce-enabled solutions.
• Identify recurring client challenges and collaborate with leadership to design, validate, and enable insurance-specific offerings and accelerators.
• Partner with the GTM team to develop thought leadership content, including white papers, blogs, and points of view, tailored to the Insurance market and Salesforce ecosystem.
• Build and maintain trusted advisor relationships with client executives to support long-term success, account expansion, and strategic influence.
• Leverage AI-enabled Salesforce technologies to streamline insurance processes, surface insights, and help sales and delivery teams identify risks and opportunities.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees