Portfolio Lead (Fully Remote)

Zennify; United States; Remote; USD 150,000 - 250,000; Full time

Benefits offered by this job

Fully remote

Unlimited PTO

Paid training

Strong benefits

Job summary

Zennify is a data engineering and customer experience consultancy for regulated industries, delivering Salesforce, data, and AI solutions. We are a remote team with 750+ certifications, 600+ Salesforce projects, and strong backing from Tercera and Salesforce Ventures. We are seeking a quota-carrying portfolio lead to drive revenue with financial institutions.

Join a collaborative, care-driven culture that offers flexible remote work, unlimited PTO, paid training, and strong benefits.

Responsibilities

• Run the full sales cycle, co-selling with Salesforce Account Executives.
• Use AI agents for research, discovery, and proposals.
• Quarterback solution architects and engineers to win deals.

Skills

Strategic selling

Territory management

Forecasting & pipeline

Cross-functional collaboration

AI in sales

Tools

Salesforce

Job description

• Quota-carrying portfolio lead selling Salesforce, data, and AI to financial institutions.
• Own pipeline, forecast, and closed revenue across your territory.

What you'll do:

• Run the full sales cycle, co-selling with Salesforce Account Executives.
• Use AI agents for research, discovery, and proposals.
• Quarterback solution architects and engineers to win deals.

How we work:

• Fully remote with flexibility and balance.
• Unlimited PTO, paid training, and strong benefits.
• Collaborative, care-driven culture backed by Tercera and Salesforce Ventures.

Zennify is a data engineering and customer experience consultancy for regulated industries, delivering Salesforce, data, and AI solutions. We're a remote team with 750+ certifications, 600+ Salesforce projects, and a 4.9/5 CSAT, backed by Tercera and Salesforce Ventures.