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Principal Consultant, Insurance

United States or Canada

Overview

The Principal Consultant of Insurance at Zennify will be a strategic leader who elevates the firm’s Insurance engagements by translating deep industry expertise into strategic frameworks, POVs, and repeatable solutions that inspire client confidence. This individual is expected to be billable to the client approximately 60% of the time.

Primary Responsibilities

  • Support Zennify’s strategic advisory and consulting services for the insurance vertical—spanning brokers, carriers, and industry-supporting entities —by formulating and presenting our Insurance Point of View and strategic frameworks during pre-sales motions.
  • Partner with Sales and Delivery Consulting leadership to drive new opportunities within key insurance accounts, both new prospects and in-flight engagements.
  • Shape and lead the growth of Zennify’s Insurance sub-vertical by participating in Strategy & Advisory engagements that align executive goals, regulatory requirements, and business strategy with technology roadmaps.
  • Support pre-sales efforts to assess client needs and collaborate on solution approaches, estimates, and delivery strategies.
  • Ensure alignment and understanding across stakeholders for proposals, roadmaps, and solutions—building clarity and trust with client executives.
  • Provide expert-level consultation and insight into insurance industry trends, challenges, and opportunities for both internal teams and client stakeholders.
  • Identify opportunities for industry offerings that address recurring challenges; collaborate with leadership to design, validate, and enable these offerings.
  • Partner with the GTM team to generate thought leadership content such as white papers, blogs, and points-of-view tailored to the Insurance market.
  • Build and maintain trusted advisor relationships with client leadership to support long-term success and account expansion.
  • Leveraging AI Technology to streamline and automate insurance processes and provide insights to assist sales reps to identify opportunities and risks.

  • Work with Delivery leaders to ensure delivery teams are grounded in client objectives, business priorities, KPIs, and success metrics.
  • Architect digital transformation strategies across various insurance personas,
  • Lead client workshops to identify challenges, align stakeholders, and build consensus around business and technology solutions.
  • Recommend business process improvements and supporting technology that drive client outcomes.
  • Develop high-impact, client-facing deliverables that facilitate meaningful discussion, clarity, and strategic decision-making.
  • Utilize and evolve decision-making frameworks that align stakeholders and accelerate engagement outcomes.

Required Qualifications

  • 10+ years of experience working within the insurance industry, including time in strategy, operations, or consulting roles.
  • 8+ years of experience with Salesforce and related technologies, with a focus on solution design or delivery for insurance clients.
  • 5+ years of consulting experience, including leading client relationships and internal teams.
  • Proven success in digital transformation initiatives across the insurance value chain.
  • Executive-level communication and presentation skills, with the ability to influence and align C-level audiences.
  • Demonstrated leadership experience guiding stakeholders, aligning cross-functional teams, and driving value for clients.
  • Strong understanding of the consulting model, including customer success, profitability, and account expansion.
  • Experience working collaboratively across organizational levels and functions.
  • Ability to operate in a remote-first environment, with travel up to approximately 30% of the time.

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

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.

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

Zennify pay range

$165,000 - $200,000 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.

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