[Remote] Sr Sales Solution Architect at Zennify

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, SoftwareIndustries

Requirements

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

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

Skills

Salesforce

Solution Architecture

Financial Services (FINS)

Sales

Pre-Sales

Discovery

Solution Design

Estimating

Proposal Development

Risk Management

Critical Thinking

Communication

Business Analysis

AI Agents

Data Cloud

Mulesoft

Identity Security

Analytics

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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