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Portfolio Lead

Terazo

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Location:
United States; Canada

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Category:
Sales

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Contract Type:
Not provided

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Salary:

150000.00 - 300000.00 USD / Year
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Job Description:

Zennify is seeking a skilled Portfolio Lead to join our team. This leader will have a strong understanding of the Salesforce platform and will serve as a trusted advisor to prospects. You will demonstrate clear knowledge of their business, work to understand their needs, and propose Salesforce solutions that help them reach their goals with measurable impact. The role covers the full sales cycle from prospecting to closing new logos, supported by internal partners such as Salesforce channel teams, marketing, and sales engineering.

Job Responsibility:

  • Build and strengthen relationships with Salesforce license teams, and collaborate to engage new potential clients
  • Cultivate leads and source new opportunities within the Salesforce ecosystem, generating interest in Zennify as a premier Salesforce partner
  • Understand client business needs and goals
  • Serve as a trusted advisor and demonstrate the ROI of Salesforce solutions and Zennify’s ability to design and implement them
  • Lead and manage all phases of the sales cycle, including prospecting, qualification, project scoping, presentation development, SOW creation, and contract negotiation

Requirements:

  • 3 or more years selling Salesforce solutions, preferably including Financial Services Cloud, Sales Cloud, Service Cloud, and Marketing Cloud
  • 5 to 10 or more years selling SaaS in the Financial Services market, including Wealth Management, Banking, Insurance, Investment, or related industries
  • Experience selling to both Mid Market and Enterprise accounts
  • Background working in a consulting environment
  • Ability to build assets from scratch, including roadmaps, sales materials, marketing content, and strategy solutions
  • Proven success working in a channel partnership sales model
  • Strong consultative sales skills and discovery methods
  • Ability to articulate ROI and build business cases for Salesforce
  • Track record of meeting and exceeding sales goals, with both individual and team focused mindset
  • Skilled at handling objections and creatively overcoming obstacles
  • Strong forecasting and results orientation
  • Ability to create compelling presentations that outline benefits, objectives, and clear paths to client success
  • Highly effective communication skills with vendors, clients, and internal partners

Nice to have:

  • Salesforce Administrator Certification
  • Experience with Agile or Scrum
  • Thrives in a team based, high energy, fast paced environment
  • Service driven and committed to outstanding customer results
  • Enjoys learning and applying new technologies
  • Analytical, logical, and methodical problem solver
  • Strong prioritization and multi tasking skills in a deadline driven environment
  • Operates with urgency, strong organization, and consistent follow up
  • Ability to meet travel requirements when applicable, up to 30 percent
What we offer:
  • 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
  • Unlimited PTO

Additional Information:

Job Posted:
December 12, 2025

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