Portfolio Lead, Salesforce, Data & AI

New

ZennifyFinancial services technology

Location: United States or CanadaFull-TimeLead

SalaryZennify pay range $140,000 — $165,000 USD; on-target earnings of $250,000 to $350,000.

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Job Details

Have 5 to 7 years in a quota-carrying sales role.
Have experience selling Salesforce or Salesforce consulting services; partner ecosystem experience is preferred.
Have financial services experience, either selling to financial institutions or working within banking, credit unions, wealth, or insurance.
Be familiar with the Salesforce platform and how it is sold through the partner ecosystem.
Know Salesforce clouds such as Sales, Service, Marketing, or Financial Services Cloud.
Have working knowledge of the Salesforce data and AI ecosystem, including Data Cloud, Agentforce, Databricks, and Snowflake.
Use AI tools and agents fluently in your own workflow.
Bring a consultative approach and strong discovery skills, connecting business problems to solutions and outcomes.
Be able to guide solution architects and engineers through scoping, estimation, and proposal development.
Communicate clearly with stakeholders from administrators to the C-suite.
Have a track record of managing a pipeline, forecasting accurately, and hitting targets.
Be willing to work as a remote team member and travel as needed, up to approximately 30% of the time.

Own pipeline, forecast, and closed revenue for Salesforce, data, and AI across the territory.
Run the full sales cycle from prospecting through close for new-logo and expansion business.
Maintain accurate forecasts with clear stages, next steps, and close dates.
Co-sell with Salesforce Account Executives and RVPs to source, advance, and close opportunities.
Use agents and AI tooling to research accounts, prepare for meetings, support discovery, and draft first-pass proposals.
Anchor each pursuit in ZennifyAccelerate, the AI-first deal process.
Apply AI in line with each client's security and regulatory requirements.
Position Salesforce, including Financial Services Cloud, Data Cloud, Agentforce, and Marketing, alongside data and AI on Databricks and Snowflake.
Coordinate solution architects and engineers to scope, estimate, and shape deals.
Provide business context and customer outcomes to support accurate scoping and pricing.

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