Overview
Zennify seeks a Senior Pre-Sales Solution Architect as a critical part of our growth engine. This individual focuses on pre-signature activities, including structured discovery, thoughtful solution design, clear estimates, proposal development, and risk and assumption management. The ideal candidate brings deep expertise across all aspects of Salesforce’s Financial Services (FINS) vertical, including banking, credit unions, insurance, and wealth management, and understands how Salesforce and related technologies drive measurable outcomes for these industries. This individual will play a key role in evolving how AI agents support the sales process by identifying high-value use cases, piloting narrow workflows, and establishing practical guardrails. Success requires strong critical thinking, effective communication, and a business-outcome orientation, as well as close partnership with Delivery to ensure solutions fit boundaries and mitigate risk.
Primary 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
Required Qualifications
- 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
Preferred Qualifications
- Salesforce certifications, such as System Architect, Application Architect, and relevant Consultant certifications
- Experience with data modernization in financial services, including modeling, lineage, governance, and analytics
- Familiarity with OmniStudio, AgentForce, Call Center Technology such as Genesys
- Hands-on experience defining retrieval sources, prompt patterns, and review criteria for agent-assisted work
- Track record improving pre-sales cycle time, accuracy, and margin through process redesign and automation
Qualities of the Ideal Candidate
- Self-starter with a bias to action, comfortable owning outcomes without heavy direction
- Roll-up-sleeves mentality, willing to draft, iterate, and close gaps to get the job done
- Pragmatic with AI, selecting narrow, high-value use cases with measurable results
- Builder-operator mindset, steadily improving templates, playbooks, and data sources
- Ownership mentality, accountable for quality, predictability, and smooth delivery handoffs
Pay TransparencyWe 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.
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