Zennify · 3 weeks ago
Sr Sales Solution Architect
United States or Canada
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $180K/yr
8+ years expZennify is a Platinum Salesforce consulting partner focused on Financial Services and other key industries. They are seeking a Senior Pre-Sales Solution Architect to lead discovery sessions, design solutions, and enhance the sales process through AI integration.
AdviceCloud ComputingConsultingCRMFinancial ServicesSaaS
Responsibilities
Lead discovery and scoping sessions, clarify objectives, metrics, constraints, and risks
Translate business goals into solution options across FSC, Data Cloud, Mulesoft, identity, security, and analytics
Build clear level-of-effort estimates, staffing plans, timelines, and assumptions from discovery inputs and complexity drivers
Direct a deal-desk function to prepare proposals, SOW sections, assumptions, exclusions, and executive decks
Pilot AI agent support for first-draft artifacts within defined guardrails, ensure human-in-the-loop quality, and track rework
Map pre-sales processes, identify bottlenecks, and recommend realistic agent use that reduces cycle time and improves consistency
Maintain templates, playbooks, and reusable components to improve speed, margin, and win rate
Present solution and commercial narratives to executives and technical stakeholders
Align pricing, terms, and assumptions with Sales and Delivery, and ensure a clean, documented handoff into execution
Qualification
Required
8+ years in pre-sales, solution architecture, or technical leadership in Salesforce consulting for financial services
Strong background in solution design for FSC, Data Cloud, integrations, APIs, security, and identity
Demonstrated success shaping complex deals, building estimates, responding to RFPs, and writing SOWs
Experience reviewing and refining AI-assisted outputs with a structured approach to quality, compliance, and brand tone
Proven ability to lead cross-functional work, and manage concurrent pursuits
Excellent communication skills with executives, product owners, and engineers
Bachelor's degree in a relevant field, or equivalent experience
Preferred
Salesforce certifications, such as System Architect, Application Architect, and relevant Consultant certifications
Experience with data modernization in financial services, including modeling, lineage, governance, and analytics
Familiarity with OmniStudio, AgentForce, Call Center Technology such as Genesys
Hands-on experience defining retrieval sources, prompt patterns, and review criteria for agent-assisted work
Track record improving pre-sales cycle time, accuracy, and margin through process redesign and automation
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.
Unlimited PTO: Because we want you to be a human being first and an employee second!
Company
Zennify
An award-winning tech consulting firm that delivers impeccable solutions for you, your customers, and the community.
201-500 employees
H1B Sponsorship
Zennify has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2021 (2)
Funding
Current Stage
Growth StageTotal Funding
$10MKey Investors
TerceraSalesforce Ventures
2021-12-02Series A· $7.5M
2019-11-14Seed· $2.5M
Leadership Team
C
Chris Conant
Chief Executive Officer
Manvir Sandhu
Founder and Chief Innovation Officer
Recent News
NCino OpCo, Inc.
2025-11-07
PSQuote
2025-03-03
Company data provided by crunchbase