Principal Consultant, Insurance

New

ZennifyInsurance Consulting

United States or CanadaFull-TimePrincipal

Salary175,000 - 200,000 USD per year

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Job Details

Experience: 8+ years

Requirements

Deep working knowledge of insurance operations, terminology, and regulatory context.
8+ years of hands-on experience leading Salesforce initiatives.
Significant experience in Salesforce Financial Services Cloud for insurance organizations.
Demonstrated success advising insurance executives on Salesforce strategy, roadmap decisions, and transformation tradeoffs.
Experience shaping Salesforce-led transformation initiatives, including operating model alignment, process modernization, and data strategy.
Proven consulting experience leading client relationships, shaping engagements, and influencing outcomes at the executive level.
Ability to articulate a clear, opinionated point of view on how Salesforce Financial Services Cloud drives value in insurance organizations.
Strong executive communication and presentation skills.
Experience supporting pre-sales efforts including solution shaping, estimation, and delivery strategy definition.
Ability to collaborate effectively across Sales, Delivery, and GTM teams in a remote-first environment.

Responsibilities

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.

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