Principal Consultant, Banking

The Principal Consultant role at Zennify will be an incredibly strategic individual who plays a critical role in the elevation of the firm's banking engagements as they are activating our expertise into POV's & solutions and building customer confidence. The expectation is that 50% of this individual’s time is billable to the client.

The ideal candidate will make immediate client impact and enable the development of our emerging Strategic Advisory Practice, specifically in the Banking sub-vertical.

Primary Responsibilities

• Support Zennify’s strategic advisory and consulting for the banking practice, enabling the growth of the practice by formulating and presenting our banking Point of View and strategic framework as part of pre-sales motions and strategic banking discovery (SBD).
• Drive Strategic Program Investment (SPI) opportunities for key accounts - new accounts and existing projects in flight. This can be enabled and requested from sales or delivery consulting leadership and may be non-billable at times.
• Strategize and drive the overall growth of Banking sub-vertical; this includes engaging in billable Strategy & Advisory engagements to create aligned roadmaps combining executive goals, business strategy, and technology solutions.
• Support pre-sales activities to assess client need and support pre-sales team in creating solution approach and estimates.
• Ensure client buy-in, alignment, and understanding of proposals, estimates, solutions, and related roadmaps.
• Provide expert-level consultation and point of view on specific industry trends and challenges for internal and client stakeholders.
• Identify and support the enablement of industry offerings to meet common client challenges; coordinate with leadership to gain buy-in of offerings.
• Provide expertise, coaching, and education to project teams within the Banking sub-vertical; coordinate with delivery account leadership to ensure solution.
• Support GTM team in developing white papers, blogs, points-of-view, and marketing activities targeted to Banking sub-vertical.
• Build trusted advisor relationships with client leadership within key accounts to help foster account growth and success.
• Work with PS leadership to successfully help teams understand client business objectives, success metrics, and other KPIs.
• Responsible for Banking Advisory Council oversight including the development of the council, guiding principles, and rules of engagement.

Key Activities

• Define, create, present, and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in strategic customer projects as either a paid engagement or as a strategic project investment.
• Drive Strategic Banking Discovery (SBD) sessions with key customers during this critical phase of the engagement. In this role, the PC will present and deliver our Banking POV & roadmap as well as enabling other key roles (i.e. SEM, FA, Sales) in the client success engagement strategy.
• Support pre-sales activities in support of new accounts as well as expansion of current accounts.
• Architect business processes to support digital transformation efforts for clients across Banking sub-verticals.
• Facilitate customer workshops to build trust, identify pain points, and build consensus.
• Identify and recommend process change and technology improvements to support business outcomes.
• Develop client-facing deliverables to drive meaningful discussions and demonstrate value.
• Utilize and develop decision-making frameworks to build alignment across varying sizes of engagements.

Required Qualifications

• 10+ years of experience working in the Banking sub-vertical, in both Retail and Commercial as well as on consulting engagements within the Financial Services vertical.
• 8+ years experience in Salesforce and related technologies either in consulting or implementation in a business solution design capacity.
• 5+ years in consulting, leading teams and clients.
• Demonstrated execution of digital transformation activities.
• Executive-level communication skills with effective presentation skills and the ability to adapt to a diverse range of audiences, specifically influencing executive-level management.
• Proven leadership experience including the ability to engage with C-level decision makers, influence decisions, and gain alignment.
• Understanding of the consulting space, including customer success, profitability, and client account growth.
• Ability to work and collaborate across all levels and roles within an organization.
• Proven experience of delivering strategic initiatives.
• Ability to travel to clients as required.
• Is comfortable with the overuse of GIFs on Slack (no, seriously, we send a lot of GIFs).

Qualities of the Ideal Candidate

• Provide strong leadership including aligning teams to a common vision and leading teams through change.
• Ability to thrive within a growing organization and comfort with ambiguity.
• Client success oriented with a drive to produce outstanding customer satisfaction and results.
• Expertise facilitating in-person and virtual meetings and presenting to an executive level audience in a concise, articulate and convincing manner.
• Strong aptitude for prioritization and multitasking.
• Ability to work across all levels in an internal organization.
• A positive demeanor with exceptional interpersonal skills with respect to internal and external interactions and relationships.

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

$165,000 - $200,000 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.

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