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Senior Pre-Sales Solution Architect

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Category:
IT - Software Development

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Contract Type:
Not provided

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Salary:

150000.00 - 180000.00 USD / Year
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Job Description:

Zennify seeks a Senior Pre-Sales Solution Architect as a critical part of our growth engine. This individual focuses on pre-signature activities, including structured discovery, thoughtful solution design, clear estimates, proposal development, and risk and assumption management. The ideal candidate brings deep expertise across all aspects of Salesforce’s Financial Services (FINS) vertical, including banking, credit unions, insurance, and wealth management, and understands how Salesforce and related technologies drive measurable outcomes for these industries. This individual will play a key role in evolving how AI agents support the sales process by identifying high-value use cases, piloting narrow workflows, and establishing practical guardrails. Success requires strong critical thinking, effective communication, and a business-outcome orientation, as well as close partnership with Delivery to ensure solutions fit boundaries and mitigate risk.

Job Responsibility:

  • 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

Nice to have:

  • Salesforce certifications, such as System Architect, Application Architect, and relevant Consultant certifications
  • Experience with data modernization in financial services, including modeling, lineage, governance, and analytics
  • Familiarity with OmniStudio, AgentForce, Call Center Technology such as Genesys
  • Hands-on experience defining retrieval sources, prompt patterns, and review criteria for agent-assisted work
  • Track record improving pre-sales cycle time, accuracy, and margin through process redesign and automation
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

Employment Type:
Fulltime
Work Type:
Remote work
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