Zach Keenan

Questioner
DISC Type : c

AI Deployment Strategist, Director at Salesforce

Dallas-Fort Worth Metroplex, United States

Overview

Zach is an AI Deployment Strategist and Director at Salesforce, specializing in Agentic AI for the financial services industry. With a background in CRM and AI certifications from Microsoft and IBM, he focuses on turning AI vision into successful customer deployments. He earned his Bachelor of Science from the Naveen Jindal School of Management at UT Dallas.

Zach is actively engaged with his alma mater, the University of Texas at Dallas. He has served on the Management Board to increase young alumni membership and has also advised the graduate Real Estate Program on curriculum, in addition to mentoring students on career opportunities.

He believes that 95% of enterprise AI pilots fail due to a lack of workflow integration and not having the right technology partner.

Personality Overview

Cautious & Analytical

Systematic

Price-Sensitive

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Agentic AI Deployment
Leads initiatives using AgentForce to help financial services clients deploy agentic AI solutions and maximize business value.
AI Adoption Strategy
Emphasizes the importance of workflow integration and strong technology partnerships to overcome the high failure rate of enterprise AI pilots.
Financial Services Tech
His career focus is on harnessing AI to transform business for regulated industries, specifically financial services.

Media Appearances

Zach has no verified media appearances

Work History

10-2025
AI Deployment Strategist, Director at Salesforce
11-2021 - 9-2025
Financial Services Industry Lead - AI Business Solutions at Microsoft
4-2019 - 9-2021
Director at LeaseAccelerator
1-2018 - 4-2019
Manager, Management Consulting - Tech & Digital at RSM US LLP
8-2016 - 1-2018
Strategic Partner Manager at ModoPayments

Education

2006 - 2011
Bachelor of Science from Naveen Jindal School of Management, UT Dallas
2001 - 2005
High School Diploma from Jesuit Dallas

More Information

Social Presence :

Prographics :

Exp : 13 Location : Dallas-Fort Worth Metroplex, United States Job Level : Mid-senior Designation : AI Deployment Strategist, Director at Salesforce
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Insights For Selling To Zach

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zach is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Zach

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Zach move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Zach take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Zach

Personality Compatibility


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