Principal Consultant of Banking at Zennify

United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

BankingIndustries

Requirements

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 (inferred relevant experience based on context)

Responsibilities

Support Zennify’s strategic advisory and consulting for the banking practice, enabling the growth of the practice by formulating and presenting 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, which can be 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, including 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 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, presenting and delivering Banking POV & roadmap as well as enabling other key roles 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

Skills

Strategic Advisory

Banking Consulting

Pre-Sales

Client Engagement

Roadmap Development

Industry Trends

Business Strategy

Technology Solutions

Program Investment

Team Coaching

Zennify

Salesforce consulting for financial services

About Zennify

Zennify provides Salesforce consulting services specifically for the financial services industry, including banks and credit unions. As a Salesforce Platinum Partner, the company helps clients optimize their use of Salesforce, a popular customer relationship management (CRM) platform. Zennify offers services such as strategy consulting, technical implementation, and managed services, which help organizations improve customer engagement and streamline operations. What sets Zennify apart from competitors is its deep industry knowledge and technical expertise, demonstrated by over 400 successful implementations and more than 100 Salesforce certifications. The company's goal is to enhance customer lifetime value and drive business performance for its clients while ensuring long-term relationships through tailored solutions and ongoing support.

Meridian, MississippiHeadquarters

2013Year Founded

$7.3MTotal Funding

LATE_VCCompany Stage

Consulting, FintechIndustries

51-200Employees

Benefits

Unlimited Paid Time Off

Risks

Increased competition from other Salesforce consulting firms poses a market challenge.

Integrating Terazo's services may lead to operational inefficiencies post-acquisition.

Reliance on Salesforce could be risky if the platform undergoes significant changes.

Differentiation

Zennify is a Salesforce Platinum Partner with deep expertise in financial services.

The company offers tailored solutions, enhancing customer engagement and operational efficiency.

Zennify invests 1% of project resources in community and environmental support.

Upsides

Zennify's acquisition of Terazo enhances its data consulting capabilities and service offerings.

The $7.5 million investment from Tercera supports software development and international expansion.

Inclusion in the Inc. 5000 list highlights Zennify's rapid growth and market success.

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