Sr. Account Executive, Regulated Industries - Insurance

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Hiring Remotely in United States
Remote
150K-300K Annually
Sales • Consulting
The Role

Overview

Senior Account Executive, Salesforce Solutions  Zennify is looking for a qualified Senior Account Executive to join our team. This individual will have a strong understanding of the Salesforce platform and will serve as a trusted advisor to prospects, demonstrate intimate knowledge of their business, while working to fully understand their business needs and company challenges. You will propose Salesforce solutions that will help them reach their goals and achieve quantifiable results. This role entails all sales activities from prospecting to closing new logos, while utilizing internal resources such as Salesforce channel partner relationships, marketing, and sales engineering assistance.  

Primary Responsibilities

  • Establish and foster relationships with Salesforce license team and work collaboratively to engage new potential clients 
  • Cultivate leads and prospect for new clients within the Salesforce ecosystem, generating interest in Zennify as a premier Salesforce partner 
  • Understand clients’ business needs and goals
  • Serve as a trusted advisor to the clients and demonstrate the ROI of Salesforce solutions and Zennify’s ability to effectively implement and streamline those solutions to meet their objectives 
  • Lead and manage all phases of the sales cycle, from prospecting, lead qualification, project scopes, generate presentations and SOWs and negotiate contracts as required  

Required Qualifications 

  • 3+ years of selling Salesforce solutions, preferably offerings in Financial Services Cloud, Sales Cloud, Service Cloud, Marketing Cloud
  • 5-10+ years of experience selling SaaS in the Financial Service vertical market, such as Wealth Management, Banking, Insurance, Investment firms, or other financial institutions 
  • Experience selling to both Mid-Market and Enterprise accounts 
  • Experience working within a consulting landscape 
  • Capable of building assets from scratch including roadmaps, sales, marketing and strategy solutions
  • Proven skills in working in a channel partnership relationship sales capacity 
  • Strong consultative sales approach and discovery/probing skills 
  • Can articulate ROI and present cases for implementing Salesforce solutions 
  • Ability to meet and exceed sales goals, has an individual and a “team-win” mentality 
  • Handles objection with tact and creatively overcomes sales obstacles 
  • Has a drive for results, can forecast and deliver on expected projections 
  • Creates compelling presentations that clearly outline benefits, objectives and goals for clients, and provides a roadmap to meeting customer goals 
  • Highly effective communication skills with all levels of vendors, clients, internal partners and resources  

Preferred Qualifications 

  • Salesforce Administrator Certification • Experience working with Agile/Scrum 

Qualities of the Ideal Candidate 

  • Thrives in a team-based, high energy and fast-paced environment 
  • Service-oriented and innately driven to produce outstanding customer satisfaction and results 
  • Enjoys discovering, learning about and implementing new technologies 
  • Analytical and prone to logically and methodically work through problems 
  • Strong aptitude for prioritization and multi-tasking in a deadline-driven environment 
  • Possess a sense of urgency with strong organizational and follow-up skills 
  • Ability to meet travel requirements, when applicable (up to 30% travel projected) 

About Us 

At Zennify, we know how to focus, build and balance. We know systems and can untangle even the most complex of technical messes to ensure everything is running in sync. Our expertise in the Salesforce suite of products has helped bring balance to hundreds of clients. We evaluate existing technologies, recommend unique cloud-based solutions and expertly build solutions. We take into account our clients’ specific needs as well as their existing infrastructure to develop context laden, elegant solutions. Simply put, Zennify brings competing interests, incompatible systems and seemingly unlinked challenges into alignment to develop technology solutions that drive businesses forward. 

Our team is comprised of gritty, passionate problem-solvers. We have the vision to create lasting, long-term solutions for our clients. Because we view our clients as partners, we’re deeply invested in our work and the success of our projects. At Zennify, innovation is in our every breath. We’re motivated to increase efficiencies and ultimately help the bottom line of our client’s business. We dig deep. Zennify works hard to understand the needs of our clients and align those needs with working, effective solutions.

EEO Statement

It is the policy of Zennify to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruiting, employment, placement, promotion, transfer, demotion, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity or age limitations will be adhered to by the company where appropriate.

The full compensation package is based on candidate's experience and certifications. 

Zennify pay range

$150,000$300,000 USD

Pay Transparency
We believe that pay transparency helps to foster trust and open communication between employers and employees. It allows our team members to have a clear understanding of their earning potential and the expectations associated with their roles. We also believe that pay transparency promotes fairness, as everyone is compensated based on their experience and skills, regardless of factors such as gender, race, or ethnicity. We recognize that the skills and experience of our candidates may vary, and we are committed to compensating them accordingly. As such, we will evaluate each candidate's qualifications, experience, and performance to determine the appropriate compensation within the stated salary range. We hope that this transparent approach to compensation will provide our potential candidates with the information they need to make informed decisions about their career paths.

This is what we mean when we say we’re the Sum of Our Parts

We understand that everyone comes to the table with their own special histories, perspectives, opinions, backgrounds, and cultures. Here at Zennify, we believe that all of those distinctive individual aspects of our employees are precisely what makes Zennify a great place to work. We want to see you for who you are, so please bring your whole self to the interview process with us. In fact, here are some unique benefits that we offer as a direct result of our amazing employees:

Pawreavement & Pawternity Leave: Two days off of work if you bring a new furry friend home, and two days off of work if you have to say goodbye to one. We take our pets very seriously at Zennify, so it’s important to us to represent our entire family in the benefits we offer!

Unlimited PTO: Because we want you to be a human being first and an employee second!

We cannot wait to meet you!


About Us

Founded in 2013, Zennify is a Platinum Salesforce consulting partner focused in Financial Services, Health and Life Sciences, and other key industries that prioritize the customer experience. With consistently high Customer Satisfaction scores, we live to provide epic solutions that solve our customers’ challenges, and exceed expectations! Our commitment to People Development and Customer Success are the driving forces behind our firm.Our purpose is to provide opportunities for professionals to develop amazing careers that drive compelling business impact. We promote and grow from within, building on strengths and investing in development.Balancing industry-leading Salesforce technical expertise with clear purpose and line of sight to our client’s business objectives, we deliver innovative and contextual solutions that scale. Zennify’s mission is to be problem solvers and relationship builders, striving to create solutions, opportunities, and sustained success for our people, customers, community, and future generations. We aspire to be the most trusted, impactful, and inspirational advisor in the consulting ecosystem. As professionals, we put in the work and are committed to milestones, but at Zennify having fun and giving back are part of the journey. We offer a culture that inspires, a place people love coming to work and believe in open communication.  It’s all part of the Zenn!  

Our Values:  Inspire Passion, Embrace Equality, Be Authentic, Integrity Matters.


EEO Posting Statement

It is the policy of Zennify to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruiting, employment, placement, promotion, transfer, demotion, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity, or age limitations will be adhered to by the company where appropriate.

The Company
HQ: Sacramento, CA
215 Employees
On-site Workplace
Year Founded: 2013

What We Do

Zennify is a preeminent Salesforce and nCino partner with decades of experience delivering high quality client results, indicated by our 4.9/5 Customer Satisfaction Score ❤️.

Imagine a consulting partner who delivers solutions with the skills and quality of a large firm and the focused attention and reliability of a trusted friend. A partner who will solve your toughest business challenges by actively listening, strategically advising, and challenging assumptions to ensure success. One who deeply understands your industry and proactively shares ideas, while going above and beyond to deliver projects that exceed your expectations. One that can flexibly manage every aspect of your solution, from a new implementation and complex integrations to innovation strategy, training, or ongoing platform work. One who helps you give back by investing 1% of the time, money, and resources from every project to support the community and the planet. That partner is Zennify.

We’ve earned the trust of our customers and partners with our 4.8/5 Customer Satisfaction Rating. And thanks to that high level of trust and confidence in our solutions, we’re on Salesforce’s Partner Advisory Board and Salesforce Ventures is invested in our success. Our track record speaks to the commitment, vision, and skill we bring to every engagement. Across our team, we’ve launched digital portals for commercial banks, supported massive org merges, worked through complex data and systems architectures, trained global business units, and more. We stay inspired, keep our clients inspired—and deliver results that matter.

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