The Principal Consultant, Insurance is a senior advisory leader who guides insurance executives through Salesforce Financial Services Cloud–enabled transformation. This role combines insurance industry fluency with deep Salesforce expertise to bring outside-in perspective, strategic clarity, and measurable business value to carriers, brokers, and insurance service organizations.
This is not an insurance subject-matter expert role, and it is not a delivery-only Salesforce position. The value of this role lies in translating Salesforce Financial Services Cloud capabilities into operating model change, executive-aligned roadmaps, and transformation strategies that insurance leaders cannot achieve through industry experience alone.
The ideal candidate speaks the language of insurance executives, understands their pain points instinctively, and brings differentiated value through experience advising clients on how Salesforce can modernize distribution, servicing, claims, data, and customer engagement. Approximately 70 percent of this role is client-billable across advisory, discovery, and strategic engagements.
What This Role Is- A senior Salesforce Financial Services Cloud advisory role
- Executive-facing and strategy-led
- Focused on shaping point of view, roadmaps, and transformation strategy
- Designed to bring cross-client insight and pattern recognition to insurance leaders
- A partner to Sales and Delivery in shaping opportunities and guiding outcomes
- A general insurance leadership or operations role
- A claims, underwriting, or compliance SME position
- A Salesforce delivery-only or project execution role
- A general management consultant without Salesforce Financial Services Cloud depth
- Lead executive-level advisory engagements focused on Salesforce Financial Services Cloud strategy, transformation roadmaps, and value realization for insurance organizations.
- Serve as a trusted advisor to insurance executives by translating Salesforce capabilities into clear business outcomes, tradeoffs, and operating model implications.
- Define, present, and deliver Zennify’s Insurance point of view and strategic frameworks during pre-sales motions, discovery engagements, and advisory work.
- Partner with Sales and Consulting leadership to shape opportunities, develop solution approaches, and guide executive conversations across new and existing insurance accounts.
- Assess client needs and maturity to define Salesforce-enabled strategies grounded in insurance operations, regulatory context, and business priorities.
- Lead strategic discovery workshops that align executive stakeholders, surface root challenges, and establish consensus around Salesforce-driven solutions.
- Develop executive-ready deliverables including roadmaps, value cases, and decision frameworks that support confident client decision-making.
- Identify recurring insurance challenges and collaborate with leadership to evolve insurance-specific offerings, accelerators, and advisory assets.
- Contribute to thought leadership efforts including points of view, blogs, and white papers focused on Salesforce Financial Services Cloud in the insurance market.
- Leverage Salesforce AI and data capabilities to help clients identify risk, improve decision-making, and modernize insurance processes.
- Partner with Delivery leaders to ensure engagements remain grounded in client business objectives, success metrics, and value realization.
- Deep working knowledge of insurance operations, terminology, and regulatory context, sufficient to engage confidently with senior insurance executives.
- 8+ years of hands-on experience leading Salesforce initiatives, with significant experience in Salesforce Financial Services Cloud for insurance organizations.
- Demonstrated success advising insurance executives on Salesforce strategy, roadmap decisions, and transformation tradeoffs.
- Experience shaping Salesforce-led transformation initiatives, including operating model alignment, process modernization, and data strategy.
- Proven consulting experience leading client relationships, shaping engagements, and influencing outcomes at the executive level.
- Ability to articulate a clear, opinionated point of view on how Salesforce Financial Services Cloud drives value in insurance organizations.
- Strong executive communication and presentation skills, with the ability to influence, challenge, and align senior stakeholders.
- Experience supporting pre-sales efforts including solution shaping, estimation, and delivery strategy definition.
- Ability to collaborate effectively across Sales, Delivery, and GTM teams in a remote-first environment.
- Willingness to travel up to approximately 30 percent based on client needs.
- Prior experience as a Principal Consultant, Solution Architect, or Advisory Lead focused on Salesforce Financial Services Cloud.
- Experience working with multiple insurance clients across carriers, brokers, or insurance service organizations.
- Background in consulting or professional services organizations delivering Salesforce-led transformation.
- Experience incorporating Salesforce AI, analytics, or automation into insurance transformation strategies.
Pay Transparency
We believe that pay transparency helps to foster trust and open communication between employers and employees. It allows our team members to have a clear understanding of their earning potential and the expectations associated with their roles. We also believe that pay transparency promotes fairness, as everyone is compensated based on their experience and skills, regardless of factors such as gender, race, or ethnicity. We recognize that the skills and experience of our candidates may vary, and we are committed to compensating them accordingly. As such, we will evaluate each candidate's qualifications, experience, and performance to determine the appropriate compensation within the stated salary range. We hope that this transparent approach to compensation will provide our potential candidates with the information they need to make informed decisions about their career paths.
This is what we mean when we say we’re the Sum of Our Parts
We understand that everyone comes to the table with their own special histories, perspectives, opinions, backgrounds, and cultures. Here at Zennify, we believe that all of those distinctive individual aspects of our employees are precisely what makes Zennify a great place to work. We want to see you for who you are, so please bring your whole self to the interview process with us. In fact, here are some unique benefits that we offer as a direct result of our amazing employees:
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!
We cannot wait to meet you!
About Us
Founded in 2013, Zennify is a Platinum Salesforce consulting partner focused in Financial Services, Health and Life Sciences, and other key industries that prioritize the customer experience. With consistently high Customer Satisfaction scores, we live to provide epic solutions that solve our customers’ challenges, and exceed expectations! Our commitment to People Development and Customer Success are the driving forces behind our firm.Our purpose is to provide opportunities for professionals to develop amazing careers that drive compelling business impact. We promote and grow from within, building on strengths and investing in development.Balancing industry-leading Salesforce technical expertise with clear purpose and line of sight to our client’s business objectives, we deliver innovative and contextual solutions that scale. Zennify’s mission is to be problem solvers and relationship builders, striving to create solutions, opportunities, and sustained success for our people, customers, community, and future generations. We aspire to be the most trusted, impactful, and inspirational advisor in the consulting ecosystem. As professionals, we put in the work and are committed to milestones, but at Zennify having fun and giving back are part of the journey. We offer a culture that inspires, a place people love coming to work and believe in open communication. It’s all part of the Zenn!
Our Values: Inspire Passion, Embrace Equality, Be Authentic, Integrity Matters.
EEO Posting Statement
It is the policy of Zennify to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruiting, employment, placement, promotion, transfer, demotion, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity, or age limitations will be adhered to by the company where appropriate.
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