Zennify · 3 weeks ago
Portfolio Lead
United States or Canada
Full-time
Onsite
Senior Level
$150K/yr - $300K/yr
5+ years expZennify is a Platinum Salesforce consulting partner focused on Financial Services, Health and Life Sciences, and other key industries prioritizing customer experience. They are seeking a skilled Portfolio Lead to drive sales of Salesforce solutions, manage client relationships, and oversee the sales cycle from prospecting to closing new logos.
AdviceCloud ComputingConsultingCRMFinancial ServicesSaaS
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
Qualification
Required
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
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
Preferred
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)
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