Principal Consultant, Insurance

• Support Zennify’s strategic advisory and consulting services for the Insurance practice by defining, presenting, and delivering Zennify’s Insurance Point of View and strategic frameworks during pre-sales motions and early-stage discovery engagements
• Partner with Sales and Delivery Consulting leadership to identify, shape, and drive new opportunities within key insurance accounts, including new prospects and in-flight engagements
• Strategize and lead the growth of the Insurance sub-vertical by engaging in Strategy and Advisory engagements that align executive objectives, regulatory considerations, business strategy, and Salesforce-based technology roadmaps
• Support pre-sales activities by assessing client needs, defining solution approaches, developing estimates, and shaping delivery strategies grounded in Salesforce capabilities and insurance best practices
• Ensure executive alignment and client buy-in across proposals, estimates, roadmaps, and solutions by clearly articulating value, tradeoffs, and outcomes
• Provide expert-level consultation and point of view on insurance industry trends, regulatory drivers, operational challenges, and digital transformation opportunities, with a strong emphasis on Salesforce-enabled solutions
• Identify recurring client challenges and collaborate with leadership to design, validate, and enable insurance-specific offerings and accelerators
• Partner with the GTM team to develop thought leadership content, including white papers, blogs, and points of view, tailored to the Insurance market and Salesforce ecosystem
• Build and maintain trusted advisor relationships with client executives to support long-term success, account expansion, and strategic influence
• Leverage AI-enabled Salesforce technologies to streamline insurance processes, surface insights, and help sales and delivery teams identify risks and opportunities

• 10+ years of experience working within the insurance industry, including strategy, operations, or consulting roles across carriers, brokers, or related entities
• 8+ years of hands-on experience with Salesforce and related technologies, in a solution design or delivery leadership capacity for insurance clients
• 5+ years of consulting experience, including leading client relationships, shaping engagements, and guiding internal teams
• Demonstrated success delivering Salesforce-enabled digital transformation initiatives across the insurance value chain
• Executive-level communication and presentation skills, with the ability to influence, align, and advise C-level stakeholders
• Proven leadership experience engaging senior decision-makers, driving alignment, and delivering measurable client value
• Strong understanding of the consulting model, including customer success, engagement profitability, and account growth
• Ability to collaborate effectively across organizational levels, functions, and roles in a remote-first environment
• Willingness to travel up to approximately 30% as client needs require

Experience in other Financial Services verticals, including Banking or Wealth and Asset Management

• 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