- Lead executive-level advisory engagements focused on Salesforce Financial Services Cloud strategy, transformation roadmaps, and value realization for insurance organizations.
- Serve as a trusted advisor to insurance executives by translating Salesforce capabilities into clear business outcomes, tradeoffs, and operating model implications.
- Define, present, and deliver Zennify’s Insurance point of view and strategic frameworks during pre-sales motions, discovery engagements, and advisory work.
- Partner with Sales and Consulting leadership to shape opportunities, develop solution approaches, and guide executive conversations across new and existing insurance accounts.
- Assess client needs and maturity to define Salesforce-enabled strategies grounded in insurance operations, regulatory context, and business priorities.
- Lead strategic discovery workshops that align executive stakeholders, surface root challenges, and establish consensus around Salesforce-driven solutions.
- Develop executive-ready deliverables including roadmaps, value cases, and decision frameworks that support confident client decision-making.
- Identify recurring insurance challenges and collaborate with leadership to evolve insurance-specific offerings, accelerators, and advisory assets.
- Contribute to thought leadership efforts including points of view, blogs, and white papers focused on Salesforce Financial Services Cloud in the insurance market.
- Leverage Salesforce AI and data capabilities to help clients identify risk, improve decision-making, and modernize insurance processes.
- Partner with Delivery leaders to ensure engagements remain grounded in client business objectives, success metrics, and value realization.