Full-Time

Senior Director

Strategic Accounts

Posted on 6/8/2024

Zinnia

Zinnia

501-1,000 employees

Insurance technology for life products

Data & Analytics
Fintech

Senior, Expert

Johns Creek, GA, USA

Hybrid position based in Johns Creek, GA.

Category
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Communications
Requirements
  • Bachelor's degree in Business Administration, Finance, Computer Science, or related field. MBA or other relevant advanced degree preferred.
  • Proven track record of success in client-facing roles within the FinTech industry, with at least 7+ years of experience in account management, relationship management, client solutions, or related functions.
  • Strong understanding of financial services, banking, payments, or related sectors, with a deep knowledge of FinTech products and technologies, particularly within the insurance industry technologies, and market trends.
  • Excellent communication, negotiation, and presentation skills, with the ability to articulate complex concepts and solutions to both technical and non-technical audiences.
  • Strategic thinker with a results-oriented mindset, capable of developing and executing on long-term client engagement strategies to drive business growth.
  • Strong analytical and problem-solving skills, with the ability to leverage data and insights to inform decision-making and drive continuous improvement.
  • Proven ability to work collaboratively across cross-functional teams and influence stakeholders at all levels of the organization.
Responsibilities
  • Serve as the primary point of contact for key clients, building and maintaining strong relationships at the executive level.
  • Understand clients' business needs, challenges, and objectives, and proactively identify opportunities to add value through our products and services.
  • Develop and execute strategic account plans to drive growth, retention, and expansion within assigned client accounts.
  • Collaborate with cross-functional teams including sales, product development, and customer support to ensure the successful delivery of solutions that meet clients' needs.
  • Drive revenue growth by identifying upsell and cross-sell opportunities, negotiating contracts, and closing new business within large existing client accounts.
  • Deeply understand our suite of FinTech products and services, and effectively communicate their value proposition to clients.
  • Work closely with clients to gather requirements, define solutions, and oversee the successful implementation and onboarding process.

Zinnia focuses on improving the life and annuity insurance market by providing a platform that simplifies the creation, management, and servicing of insurance products. The platform uses technology and data analytics to help insurance companies launch products faster and manage them more effectively. This results in a better buying experience for consumers and increased operational efficiency for insurers and financial advisors. Zinnia's platform is user-friendly, allowing consumers to easily understand and purchase life and annuity products. The company aims to enhance the relationship between customers and insurers, ensuring better protection and improved wellbeing for consumers. Unlike its competitors, Zinnia emphasizes real-time data sharing and actionable insights, which help all parties make informed decisions.

Company Stage

Seed

Total Funding

$1.7M

Headquarters

Topeka, Kansas

Founded

2005

Simplify Jobs

Simplify's Take

What believers are saying

  • Zinnia secured $300 million in funding from Vista Credit Partners.
  • The acquisition of Ebix's assets expands Zinnia's market share and service offerings.
  • Growing demand for personalized insurance solutions benefits Zinnia's tailored product approach.

What critics are saying

  • Integration challenges with Ebix's assets could disrupt operations if not managed well.
  • Ebix's bankruptcy proceedings may affect the terms of the asset acquisition.
  • Rapid expansion and onboarding of 770 new team members could strain resources.

What makes Zinnia unique

  • Zinnia offers a comprehensive platform for life and annuity insurance products.
  • The company leverages advanced technology and data analytics for efficient product management.
  • Zinnia's recent acquisition of Ebix's assets enhances its CRM and agency management tools.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Parental Leave

Profit Sharing

401(k) Company Match

Incentive Bonus Opportunity

Tuition Reimbursement

INACTIVE