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Zennify · 5 days ago

Principal Consultant, Insurance

United States or Canada

Full-time

Hybrid

Lead/Staff

$175K/yr - $200K/yr

10+ years exp

Zennify is a Platinum Salesforce consulting partner focused on Financial Services and other key industries. The Principal Consultant of Insurance will lead strategic advisory services, leveraging Salesforce expertise to enhance client engagements and drive growth in the Insurance practice.

AdviceCloud ComputingConsultingCRMFinancial ServicesSaaS

Responsibilities

Support Zennify’s strategic advisory and consulting services for the Insurance practice by defining, presenting, and delivering Zennify’s Insurance Point of View and strategic frameworks during pre-sales motions and early-stage discovery engagements

Partner with Sales and Delivery Consulting leadership to identify, shape, and drive new opportunities within key insurance accounts, including new prospects and in-flight engagements. This may include both billable and strategic investment work

Strategize and lead the growth of the Insurance sub-vertical by engaging in Strategy and Advisory engagements that align executive objectives, regulatory considerations, business strategy, and Salesforce-based technology roadmaps

Support pre-sales activities by assessing client needs, defining solution approaches, developing estimates, and shaping delivery strategies grounded in Salesforce capabilities and insurance best practices

Ensure executive alignment and client buy-in across proposals, estimates, roadmaps, and solutions by clearly articulating value, tradeoffs, and outcomes

Provide expert-level consultation and point of view on insurance industry trends, regulatory drivers, operational challenges, and digital transformation opportunities, with a strong emphasis on Salesforce-enabled solutions

Identify recurring client challenges and collaborate with leadership to design, validate, and enable insurance-specific offerings and accelerators

Partner with the GTM team to develop thought leadership content, including white papers, blogs, and points of view, tailored to the Insurance market and Salesforce ecosystem

Build and maintain trusted advisor relationships with client executives to support long-term success, account expansion, and strategic influence

Leverage AI-enabled Salesforce technologies to streamline insurance processes, surface insights, and help sales and delivery teams identify risks and opportunities

Define, create, present, and deliver Zennify’s Insurance POV and strategic roadmaps, while enabling Sales, Solution Engineers, and Delivery leaders in strategic client engagements, both paid and investment-based

Lead strategic insurance discovery and advisory workshops that align stakeholders, surface business challenges, and establish consensus around Salesforce-driven solutions

Architect business processes and digital transformation strategies across insurance personas, including carriers, brokers, and supporting entities

Facilitate in-person and virtual executive workshops to build trust, clarify priorities, and drive alignment across business and technology stakeholders

Identify and recommend business process improvements and Salesforce technology solutions that directly support client outcomes and KPIs

Develop high-impact, client-facing deliverables that drive meaningful discussion, executive decision-making, and confidence in Zennify’s approach

Utilize, refine, and evolve decision-making frameworks that accelerate alignment and engagement outcomes across varying sizes and complexities of insurance engagements

Work closely with Delivery leaders to ensure teams are grounded in client business objectives, success metrics, and value realization throughout the engagement lifecycle

Qualification

Salesforce expertiseInsurance industry knowledgeConsulting experienceExecutive-level communicationDigital transformation initiativesBusiness process improvementLeadership experienceInterpersonal skillsFacilitation skillsCollaboration skills

Required

10+ years of experience working within the insurance industry, including strategy, operations, or consulting roles across carriers, brokers, or related entities

8+ years of hands-on experience with Salesforce and related technologies, in a solution design or delivery leadership capacity for insurance clients

5+ years of consulting experience, including leading client relationships, shaping engagements, and guiding internal teams

Demonstrated success delivering Salesforce-enabled digital transformation initiatives across the insurance value chain

Executive-level communication and presentation skills, with the ability to influence, align, and advise C-level stakeholders

Proven leadership experience engaging senior decision-makers, driving alignment, and delivering measurable client value

Strong understanding of the consulting model, including customer success, engagement profitability, and account growth

Ability to collaborate effectively across organizational levels, functions, and roles in a remote-first environment

Willingness to travel up to approximately 30% as client needs require

Preferred

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

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!