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
Benefits
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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.