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Zennify · 1 day ago

Principal Consultant of Banking

United States or Canada

Full-time

Hybrid

Lead/Staff

$165K/yr - $190K/yr

10+ years exp

Zennify is a Platinum Salesforce consulting partner focused on Financial Services, Health and Life Sciences, and other key industries that prioritize customer experience. The Principal Consultant role is strategic, enabling the growth of the banking practice by formulating and presenting banking solutions while engaging with clients to ensure alignment and understanding of proposals.

AdviceCloud ComputingConsultingCRMFinancial ServicesSaaS

Responsibilities

Support Zennify’s strategic advisory and consulting for the banking practice, enabling the growth of the practice by formulating and presenting our banking Point of View and strategic framework as part of pre-sales motions and strategic banking discovery (SBD)

Drive Strategic Program Investment (SPI) opportunities for key accounts - new accounts and existing projects in flight. This can enabled and requested from sales or delivery consulting leadership and may be non-billable at times

Strategize and drive the overall growth of Banking sub-vertical; this includes engaging in billable Strategy & Advisory engagements to create aligned roadmaps combining executive goals, business strategy and technology solutions

Support pre-sales activities to assess client need and support pre-sales team in creating solution approach and estimates

Ensure client buy-in, alignment and understanding of proposals, estimates, solutions and related roadmaps

Provide expert-level consultation and point of view on specific industry trends and challenges for internal and client stakeholders

Identify and support the enablement of industry offerings to meet common client challenges; coordinate with leadership to gain buy-in of offerings

Provide expertise, coaching and education to project teams within the Banking sub-vertical; coordinate with delivery account leadership to ensure solution

Support GTM team in developing white papers, blogs, points-of-view and marketing activities targeted to Banking sub-vertical

Build trusted advisor relationships with client leadership within key accounts to help foster account growth and success

Work with PS leadership to successfully help teams understand client business objectives, success metrics and other KPIs

Responsible for Banking Advisory Council oversight including the development of the council, guiding principles and rules of engagement

Define, create, present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in strategic customer projects as either a paid engagement or as a strategic project investment

Drive Strategic Banking Discovery (SBD) sessions with key customers during this critical phase of the engagement. In this role, the PC will present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in the client success engagement strategy

Support pre-sales activities in support of new accounts as well as expansion of current accounts

Architect business processes to support digital transformation efforts for clients across Banking sub-verticals

Facilitate customer workshops to build trust, identify pain points and build consensus

Identify and recommend process change and technology improvements to support business outcomes

Develop client-facing deliverables to drive meaningful discussions and demonstrate value

Utilize and develop decision making frameworks to build alignment across varying sizes of engagements

Qualification

Banking sub-vertical experienceSalesforce expertiseDigital transformationExecutive-level communicationConsulting experienceClient success orientationPrioritization skillsLeadership skillsInterpersonal skillsFacilitation skills

Required

10+ years of experience working in the Banking sub-vertical, in both Retail and Commercial as well as on consulting engagements within the Financial Services vertical

8+ years experience in Salesforce and related technologies either in consulting or implementation in a business solution design capacity

5+ years in consulting, leading teams and clients

Demonstrated execution of digital transformation activities

Executive-level communication skills with effective presentation skills and the ability to adapt to diverse range of audiences, specifically influencing executive-level management

Proven leadership experience including the ability to engage with C-level decision makers, influence decisions and gain alignment

Understanding of the consulting space, including customer success, profitability and client account growth

Ability to work and collaborate across with all levels and roles within an organization

Proven experience of delivering strategic initiatives

Ability to travel to clients as required

Preferred

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

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!