The Principal Consultant of Insurance at Zennify is a senior strategic leader who elevates our Insurance engagements by activating deep Salesforce expertise and insurance industry knowledge into clear points of view, strategic frameworks, and repeatable advisory solutions. This role plays a critical part in advancing Zennify’s Strategic Advisory Practice within the Insurance sub-vertical and building executive-level client confidence. The expectation is that approximately 70% of this individual’s time is billable to the client. The ideal candidate will make immediate client impact while shaping the long-term growth of Zennify’s Insurance practice.
Primary Responsibilities- Support Zennify’s strategic advisory and consulting services for the Insurance practice by defining, presenting, and delivering Zennify’s Insurance Point of View and strategic frameworks during pre-sales motions and early-stage discovery engagements.
- Partner with Sales and Delivery Consulting leadership to identify, shape, and drive new opportunities within key insurance accounts, including new prospects and in-flight engagements. This may include both billable and strategic investment work.
- Strategize and lead the growth of the Insurance sub-vertical by engaging in Strategy and Advisory engagements that align executive objectives, regulatory considerations, business strategy, and Salesforce-based technology roadmaps.
- Support pre-sales activities by assessing client needs, defining solution approaches, developing estimates, and shaping delivery strategies grounded in Salesforce capabilities and insurance best practices.
- Ensure executive alignment and client buy-in across proposals, estimates, roadmaps, and solutions by clearly articulating value, tradeoffs, and outcomes.
- Provide expert-level consultation and point of view on insurance industry trends, regulatory drivers, operational challenges, and digital transformation opportunities, with a strong emphasis on Salesforce-enabled solutions.
- Identify recurring client challenges and collaborate with leadership to design, validate, and enable insurance-specific offerings and accelerators.
- Partner with the GTM team to develop thought leadership content, including white papers, blogs, and points of view, tailored to the Insurance market and Salesforce ecosystem.
- Build and maintain trusted advisor relationships with client executives to support long-term success, account expansion, and strategic influence.
- Leverage AI-enabled Salesforce technologies to streamline insurance processes, surface insights, and help sales and delivery teams identify risks and opportunities.
- Define, create, present, and deliver Zennify’s Insurance POV and strategic roadmaps, while enabling Sales, Solution Engineers, and Delivery leaders in strategic client engagements, both paid and investment-based.
- Lead strategic insurance discovery and advisory workshops that align stakeholders, surface business challenges, and establish consensus around Salesforce-driven solutions.
- Architect business processes and digital transformation strategies across insurance personas, including carriers, brokers, and supporting entities.
- Facilitate in-person and virtual executive workshops to build trust, clarify priorities, and drive alignment across business and technology stakeholders.
- Identify and recommend business process improvements and Salesforce technology solutions that directly support client outcomes and KPIs.
- Develop high-impact, client-facing deliverables that drive meaningful discussion, executive decision-making, and confidence in Zennify’s approach.
- Utilize, refine, and evolve decision-making frameworks that accelerate alignment and engagement outcomes across varying sizes and complexities of insurance engagements.
- Work closely with Delivery leaders to ensure teams are grounded in client business objectives, success metrics, and value realization throughout the engagement lifecycle.
- 10+ years of experience working within the insurance industry, including strategy, operations, or consulting roles across carriers, brokers, or related entities.
- 8+ years of hands-on experience with Salesforce and related technologies, in a solution design or delivery leadership capacity for insurance clients.
- 5+ years of consulting experience, including leading client relationships, shaping engagements, and guiding internal teams.
- Demonstrated success delivering Salesforce-enabled digital transformation initiatives across the insurance value chain.
- Executive-level communication and presentation skills, with the ability to influence, align, and advise C-level stakeholders.
- Proven leadership experience engaging senior decision-makers, driving alignment, and delivering measurable client value.
- Strong understanding of the consulting model, including customer success, engagement profitability, and account growth.
- Ability to collaborate effectively across organizational levels, functions, and roles in a remote-first environment.
- Willingness to travel up to approximately 30% as client needs require.
- Provides strong leadership by aligning teams to a shared vision and guiding organizations through change.
- Thrives in a growing, evolving environment and is comfortable operating with ambiguity.
- Is deeply client-success oriented, with a consistent focus on outcomes, satisfaction, and long-term value.
- Excels at facilitating executive-level discussions, both in-person and virtual, in a concise, confident, and persuasive manner.
- Demonstrates strong prioritization and multitasking skills across concurrent strategic initiatives.
- Works effectively across all levels of an internal organization, from delivery teams to executive leadership.
- Brings a positive, professional demeanor with exceptional interpersonal skills in both internal and external relationships.
- Experience in other Financial Services verticals, including Banking or Wealth and Asset Management, is a plus.
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.
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