Full-Time

Client Delivery Consultant

Confirmed live in the last 24 hours

Zinnia

Zinnia

1,001-5,000 employees

Tech solutions for life insurance and annuities

Fintech

Senior, Expert

Remote in USA

Required Skills
Communications
Management
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in Computer Information Systems, Business Administration, or a related field, or equivalent work experience
  • 6 plus years in business and / or systems analysis or related experience preferred
  • 8+ years’ experience in Annuity, mutual funds, financial services, or life insurance work experience preferred
  • Solid background in the interdependencies between Operations, Technology Capabilities and department outside of delivery
  • Strong knowledge and practice of the techniques necessary to manage the activities related to planning and requirements/analysis phases of the SDLC (Software Development Life Cycle)
  • Outlook/Word//Excel/PowerPoint experience, with knowledge of Project Management tools
  • Strong project management skills
  • Strong Relationship Building skills
  • Strong analytical skills
  • Excellent oral/written communications skills and relationship management skills
Responsibilities
  • Lead the initial project scope and analysis activities, including pricing exercises
  • Lead/Facilitate detailed Solution Definition meetings, ensuring track meetings are well defined and address the necessary material to drive to a holistic solution
  • Facilitate solution planning sessions to ensure efficient use of time with take-aways for internal alignment if necessary
  • Incorporate knowledge of the existing client implementation and business offerings as consideration of impact and alignment when driving scoping sessions
  • Act as the voice of the customer to translate the business objective into an approach prescribed by Zinnia
  • Ensure solutions for each client adhere to the Zinnia IT framework, architectural strategic direction and support the clients’ business objective
  • Provide thought equity to identify new and innovative business analysis tools and techniques in response to business needs
  • Assist other Capability areas in identifying scope changes and facilitating the dissemination of information to the appropriate Delivery Team
  • Support the movement of internal and external project requests through the estimation process
  • Assist with training program and associated documentation to support knowledge repositories

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

Seed

Total Funding

$1.7M

Headquarters

Greenwich, Connecticut

Founded

2005

Growth & Insights
Headcount

6 month growth

19%

1 year growth

28%

2 year growth

45%