Back to jobs
New

Sr. Account Executive, Regulated Industries - Insurance

United States

Overview

Senior Account Executive, Salesforce Solutions  Zennify is looking for a qualified Senior Account Executive to join our team. This individual will have a strong understanding of the Salesforce platform and will serve as a trusted advisor to prospects, demonstrate intimate knowledge of their business, while working to fully understand their business needs and company challenges. You will propose Salesforce solutions that will help them reach their goals and achieve quantifiable results. This role entails all sales activities from prospecting to closing new logos, while utilizing internal resources such as Salesforce channel partner relationships, marketing, and sales engineering assistance.  

Primary Responsibilities

  • Establish and foster relationships with Salesforce license team and work collaboratively to engage new potential clients 
  • Cultivate leads and prospect for new clients within the Salesforce ecosystem, generating interest in Zennify as a premier Salesforce partner 
  • Understand clients’ business needs and goals
  • Serve as a trusted advisor to the clients and demonstrate the ROI of Salesforce solutions and Zennify’s ability to effectively implement and streamline those solutions to meet their objectives 
  • Lead and manage all phases of the sales cycle, from prospecting, lead qualification, project scopes, generate presentations and SOWs and negotiate contracts as required  

Required Qualifications 

  • 3+ years of selling Salesforce solutions, preferably offerings in Financial Services Cloud, Sales Cloud, Service Cloud, Marketing Cloud
  • 5-10+ years of experience selling SaaS in the Financial Service vertical market, such as Wealth Management, Banking, Insurance, Investment firms, or other financial institutions 
  • Experience selling to both Mid-Market and Enterprise accounts 
  • Experience working within a consulting landscape 
  • Capable of building assets from scratch including roadmaps, sales, marketing and strategy solutions
  • Proven skills in working in a channel partnership relationship sales capacity 
  • Strong consultative sales approach and discovery/probing skills 
  • Can articulate ROI and present cases for implementing Salesforce solutions 
  • Ability to meet and exceed sales goals, has an individual and a “team-win” mentality 
  • Handles objection with tact and creatively overcomes sales obstacles 
  • Has a drive for results, can forecast and deliver on expected projections 
  • Creates compelling presentations that clearly outline benefits, objectives and goals for clients, and provides a roadmap to meeting customer goals 
  • Highly effective communication skills with all levels of vendors, clients, internal partners and resources  

Preferred Qualifications 

  • Salesforce Administrator Certification • Experience working with Agile/Scrum 

Qualities of the Ideal Candidate 

  • Thrives in a team-based, high energy and fast-paced environment 
  • Service-oriented and innately driven to produce outstanding customer satisfaction and results 
  • Enjoys discovering, learning about and implementing new technologies 
  • Analytical and prone to logically and methodically work through problems 
  • Strong aptitude for prioritization and multi-tasking in a deadline-driven environment 
  • Possess a sense of urgency with strong organizational and follow-up skills 
  • Ability to meet travel requirements, when applicable (up to 30% travel projected) 

About Us 

At Zennify, we know how to focus, build and balance. We know systems and can untangle even the most complex of technical messes to ensure everything is running in sync. Our expertise in the Salesforce suite of products has helped bring balance to hundreds of clients. We evaluate existing technologies, recommend unique cloud-based solutions and expertly build solutions. We take into account our clients’ specific needs as well as their existing infrastructure to develop context laden, elegant solutions. Simply put, Zennify brings competing interests, incompatible systems and seemingly unlinked challenges into alignment to develop technology solutions that drive businesses forward. 

Our team is comprised of gritty, passionate problem-solvers. We have the vision to create lasting, long-term solutions for our clients. Because we view our clients as partners, we’re deeply invested in our work and the success of our projects. At Zennify, innovation is in our every breath. We’re motivated to increase efficiencies and ultimately help the bottom line of our client’s business. We dig deep. Zennify works hard to understand the needs of our clients and align those needs with working, effective solutions.

EEO 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.

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

Zennify pay range

$150,000 - $300,000 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.

This is what we mean when we say we’re the Sum of Our Parts

We understand that everyone comes to the table with their own special histories, perspectives, opinions, backgrounds, and cultures. Here at Zennify, we believe that all of those distinctive individual aspects of our employees are precisely what makes Zennify a great place to work. We want to see you for who you are, so please bring your whole self to the interview process with us. In fact, here are some unique benefits that we offer as a direct result of our amazing employees:

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!

We cannot wait to meet you!

 

About Us

Founded in 2013, Zennify is a Platinum Salesforce consulting partner focused in Financial Services, Health and Life Sciences, and other key industries that prioritize the customer experience. With consistently high Customer Satisfaction scores, we live to provide epic solutions that solve our customers’ challenges, and exceed expectations! Our commitment to People Development and Customer Success are the driving forces behind our firm.Our purpose is to provide opportunities for professionals to develop amazing careers that drive compelling business impact. We promote and grow from within, building on strengths and investing in development.Balancing industry-leading Salesforce technical expertise with clear purpose and line of sight to our client’s business objectives, we deliver innovative and contextual solutions that scale. Zennify’s mission is to be problem solvers and relationship builders, striving to create solutions, opportunities, and sustained success for our people, customers, community, and future generations. We aspire to be the most trusted, impactful, and inspirational advisor in the consulting ecosystem. As professionals, we put in the work and are committed to milestones, but at Zennify having fun and giving back are part of the journey. We offer a culture that inspires, a place people love coming to work and believe in open communication.  It’s all part of the Zenn!  

Our Values:  Inspire Passion, Embrace Equality, Be Authentic, Integrity Matters.

 

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.

Apply for this job

*

indicates a required field

Resume/CV

Accepted file types: pdf, doc, docx, txt, rtf


Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Zennify’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.