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Strategic Account Manager

Confirmed live in the last 24 hours



1,001-5,000 employees

Tech solutions for life insurance and annuities


Senior, Expert

Remote in USA

Business Development
Strategic Account Management
Sales & Account Management
Business & Strategy
Required Skills
  • Bachelor's degree in Business Administration, Finance, Computer Science, or related field
  • 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
  • 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 provides end-to-end life insurance and annuity tech solutions, leveraging advanced technology to simplify and enhance the insurance experience. The company focuses on empowering clients to innovate and launch products faster, while offering frictionless data experiences and real-time data sharing to improve outcomes for consumers, advisors, and insurers.

Company Stage


Total Funding



Greenwich, Connecticut



Growth & Insights

6 month growth


1 year growth


2 year growth