or apply directly on Zennify's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 19 days Zennify's roles stay open a median of 87 days
- Reposted
- No
- Salary listed
- Yes 33% of Zennify's roles list one
- Ghost-job risk at Zennify
- high 2 stale, 0 reposted of 3 open
- Hiring momentum
- 3 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-29
Measured from postings appearing on and disappearing from Zennify's own greenhouse board since 2026-08-03. Full hiring picture for Zennify.
About this role
The Portfolio Lead at Zennify will be responsible for selling Salesforce, data, and AI solutions to financial institutions, managing the entire sales cycle from prospecting to closing. This role involves collaborating with solution architects and engineers to ensure successful deal execution while leveraging AI tools to enhance customer engagement and streamline processes. The candidate will need to understand the financial services landscape and effectively communicate how Zennify's solutions can drive outcomes for clients.
- benefits
- 3/5
- freshness
- 5/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Zennify as an employer.
What you need
- 5 to 7 years in a quota-carrying sales role
- Experience selling Salesforce or Salesforce consulting services
- Financial services experience, either selling into financial institutions or working inside one
- Familiarity with the Salesforce platform and its partner ecosystem
- Working knowledge of the data and AI ecosystem around Salesforce
- Fluency using AI tools and agents in workflow
Nice to have
- Salesforce certifications such as Administrator or Financial Services Cloud
- Exposure to Databricks, Snowflake, or other data platforms
- Experience with nCino for banking and lending
- Experience with Twilio, including Flex and customer engagement
- Experience co-selling with Salesforce Account Executives
What you get
- Fully remote work
- Paid training and certifications
- Unlimited PTO
- Strong medical, dental, vision, and life insurance benefits
- Mental health support
- Pet insurance and pawternity leave
Worth weighing
- No specific salary listed, but a pay range is provided
- Role involves significant travel (up to 30%)
- Emphasis on AI-first approach may require adaptability to new technologies
Summarised from Zennify's posting. Read the full original.
Listed by Zennify on their greenhouse job board, last confirmed open on 2026-10-29. PitchMeAI is not the employer.