Portfolio Lead

Portfolio Lead Salesforce, Data & AI  |  Financial Services & Regulated Industries

Zennify is hiring a Portfolio Leader to sell our Salesforce, data, and AI solutions to financial institutions. This is a quota-carrying role. You own pipeline, forecast, and closed revenue across your territory, and you lead deals from first contact through close.

You understand our solutions and how they translate into outcomes for banks, credit unions, wealth firms, and insurers. You know them well enough to lead the conversation, and you quarterback the right team of solution architects and engineers to scope, estimate, and win the deal.

You work AI-first, using agents and AI tooling to research accounts, prepare for meetings, support discovery, and draft proposals. That frees up time for the customer relationships that move deals forward. You have either sold into financial services or worked inside it, so you understand how these buyers evaluate and make decisions.

This is a quota-carrying role with on-target earnings of $250,000 to $350,000. You own pipeline, forecast, and closed revenue across your territory, and you lead deals from first contact through close.

 Primary Responsibilities

Own the commercial cycle

• Own pipeline, forecast, and closed revenue for Salesforce, data, and AI across your territory.
• Run the full sales cycle from prospecting through close, for both new-logo and expansion business.
• Keep an accurate forecast with clear stages, next steps, and close dates.
• Co-sell with Salesforce Account Executives and RVPs to source, advance, and close opportunities.

Sell AI-first

• Use agents and AI tooling to research accounts, prepare for meetings, support discovery, and draft first-pass proposals.
• Anchor each pursuit in ZennifyAccelerate, our AI-first deal process.
• Use the time AI saves to deepen customer relationships and sharpen deal strategy.
• Apply AI in line with each client's security and regulatory requirements.

Understand the solution and quarterback the deal

• Understand Zennify's Salesforce, data, and AI solutions well enough to explain how they translate into outcomes for financial institutions.
• Position the full portfolio: Salesforce, including Financial Services Cloud, Data Cloud, Agentforce, and Marketing, plus data and AI on Databricks and Snowflake.
• Quarterback solution architects and engineers to scope, estimate, and shape each deal.
• Bring the business context and customer outcomes that let the technical team scope accurately and price with confidence.