Senior Sales Solution Architect

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October 7

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Zennify

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B2B • Finance • Fintech

Zennify is a leading consulting firm that specializes in Salesforce, nCino, and Databricks services for the financial services sector. The company focuses on delivering strategic consulting, change management, data integration, technology solutions, and managed services with a commitment to driving measurable outcomes for its clients. Zennify emphasizes strategic leadership alignment, risk management, and innovative solutions through its ZennLab, and it values social impact, dedicating resources to community improvement. Zennify recently expanded its digital capabilities by acquiring Terazo, enhancing its focus on data-driven transformations. With a strong customer satisfaction record and numerous certifications in Salesforce, MuleSoft, and nCino, Zennify is trusted by financial institutions to implement solutions that drive productivity and growth.

201 - 500 employees

🤝 B2B

💸 Finance

💳 Fintech

💰 $7.5M Series A on 2021-12

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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!