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Portfolio Lead

United States or Canada

Portfolio Lead, Salesforce Solutions 

Zennify is seeking a skilled Portfolio Lead to join our team. This is a quota carrying sales leadership role with a strong understanding of the Salesforce platform and direct experience selling Salesforce solutions through the Salesforce partner ecosystem. While strong SaaS sales experience is valuable, this role specifically requires hands-on experience selling Salesforce solutions through the Salesforce ecosystem, which differs from selling standalone SaaS products. This leader will serve as a trusted advisor to prospects, owning commercial outcomes from initial discovery through close. You will demonstrate clear knowledge of their business, work to understand their needs, and propose Salesforce solutions that help them reach their goals with measurable impact. The role covers the full sales cycle from prospecting to closing new logos, supported by internal partners such as Salesforce channel teams, marketing, and sales engineering.

 Primary Responsibilities

  • Establish and nurture strong and influential relationships with Salesforce Account Executives, acting as a primary co-sell partner to source, advance, and close opportunities, collaborating effectively to positively engage and resonate with potential clients.
  • Cultivate leads and prospect for new clients within the Salesforce ecosystem, with direct responsibility for pipeline generation, management, and forecast accuracy, generating interest in Zennify as a premier Salesforce partner.
  • Utilize a highly effective consultative sales approach with strong discovery and probing skills, adeptly uncovering key pain points, and translating those needs into Salesforce solution strategies.
  • Assume the role of an advisor, demonstrating the value proposition and ROI of Salesforce solutions, while showcasing Zennify's outstanding implementation excellence, and owning the commercial narrative and business case.
  • Display impressive executive presence and exceptional communication skills, ensuring impactful interactions with clients, vendors, and internal partners.
  • Craft compelling and well tailored presentations, artfully outlining benefits, objectives, and customer-centric goals, and clearly defining scope, success criteria, and next steps toward close.

Required Qualifications

  • 3+ years of proven, quota-carrying experience selling Salesforce solutions through a Salesforce partner, SI, or consulting organization, ideally including offerings in Sales Cloud, Service Cloud, Marketing Cloud, and Financial Services Cloud.
  • While strong SaaS sales experience is valuable, this role specifically requires hands-on experience selling Salesforce solutions through the Salesforce ecosystem, which differs from selling standalone SaaS products.
  • Ability to meet and exceed sales goals, with demonstrated experience forecasting against a defined quota, and an individual and a “team-win” mentality.
  • 5–10+ years of experience selling SaaS in the Financial Services vertical market, such as Wealth Management, Banking, Insurance, Investment firms, or other financial institutions.
  • Experience selling to both Commercial and Enterprise accounts.
  • Strong relationship-building skills with Salesforce Account Executives and potential clients, including experience co-selling and joint account planning.
  • Strong consultative sales approach and discovery and probing skills, with ownership of deal strategy from qualification through close, and adaptability to changing market trends and client needs.
  • Handles objection with tact and creatively overcomes sales obstacles.
  • Has a drive for results, demonstrated ability to manage a pipeline, forecast accurately, and consistently deliver against targets.
  • Creates compelling presentations that clearly outline benefits, objectives, and goals for clients, and provides a roadmap to meeting customer goals, including scope, approach, and commercial considerations.
  • Collaborative nature for effective teamwork with internal project managers and experts.

Qualities of the Ideal Candidate

  • Thrives in a team-based, high-energy, and fast-paced environment, while exuding a commanding and influential presence to vendors, partners and clients.
  • Service-oriented and innately driven to produce outstanding customer satisfaction and results.
  • Enjoys discovering, learning about, and implementing new technologies, especially when applied to enhancing financial service solutions.
  • Analytical and prone to logically and methodically work through problems, applying this precision to understanding intricate financial landscapes.
  • Strong aptitude for prioritization and multi-tasking in a deadline-driven environment.
  • Possesses a sense of urgency with strong organizational and follow-up skills.
  • Ability to meet travel requirements, when applicable (up to 30% travel projected).
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.

 

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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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