Full-Time

Director – Client Account Manager

Updated on 12/16/2024

Zinnia

Zinnia

501-1,000 employees

Insurance technology for life products

Data & Analytics
Fintech

Compensation Overview

$180k - $220kAnnually

+ Bonus + Profit Sharing + Tuition Reimbursement

Expert

Greenwich, CT, USA

Hybrid position in Greenwich, CT.

Category
Customer Success Management
Sales & Account Management
Requirements
  • Bachelor’s degree in technology, business, finance, accounting, or equivalent work experience.
  • Minimum 12 years' experience in relationship management, consulting, or leadership roles, engaging with all levels in client organizations.
  • Preferably experienced in the life insurance industry, especially Annuities.
  • Industry certifications are a plus.
  • Extensive project, program and portfolio management experience.
  • Excellent verbal and written communication skills, including negotiation and conflict management abilities, and presentation skills for orientations and live online sessions.
  • Outstanding team player with a strategic partner mindset, able to interact with both technical and non-technical clients.
  • Strong technology-related skills, tech-savvy in the technical aspects of platforms and digital strategies.
  • Empathetic understanding of clients' businesses and the ability to align Zinnia services with client needs.
  • Proven problem-solving, critical reasoning, and influencing skills.
  • Responsive to client escalations, with strong time management and organizational skills.
  • Effective relationship-building skills internally and with clients, adept at working in dispersed virtual teams.
  • Diplomacy skills, including the ability to broker reasonable compromises.
  • Strong goal orientation and organizational follow-through.
  • Highly organized and detail-oriented, with exceptional follow-through.
  • Self-starter with a high energy level, commitment to excellence, and diligent work ethic.
  • Strong leadership abilities in a matrix environment.
  • Willingness to travel, ranging from a minimum of 25% up to 50% based on client needs.
Responsibilities
  • Ensure Zinnia meets business commitments and resolves issues promptly for client satisfaction. Clarify lines of responsibility and authority within functional organizations.
  • Own and manage the client relationship within the Zinnia framework, overseeing project delivery, day-to-day operations, service delivery, and financial management.
  • Build long-term strategic partnerships focused on driving ROI for our clients and identify a clear path and execution approach to deliver an exceptional level of client experience. Ensure client satisfaction metrics are developed and implemented.
  • Represent the client within Zinnia, communicate the customer experience, collaborate with internal teams to achieve client objectives, and identify Zinnia's needs to meet business requirements.
  • Take ownership of high priority projects/programs, including: business case, alternatives evaluation, scope, cost, risks, interdependencies, workplan, implementation, impact measurement, scaling and iteration.
  • Introduce clients to Zinnia capabilities, influence technology roadmap, and coordinate with clients on industry/regulatory changes and go-to-market strategies.
  • Drive commercial management initiatives, focusing on growth and retention strategies, to enhance overall business performance and sustain long-term client relationships.
  • Oversee contract management and governance, ensuring adherence to established protocols and driving effective execution throughout the contract lifecycle for optimal outcomes.
  • Define and execute our account management strategy promoting a collaborative mindset across the organization with assigned client account(s), seamlessly interface and gain the trust at all levels and collaborate and lead the internal Zinnia teams through solutioning, implementation, execution and overall client satisfaction.
  • Design and lead a dedicated core team for the client organization. Ensure the team is an extension of the client's team, interfacing with Zinnia on a daily basis.
  • Identify additional client pull-through business opportunities as part of an account management strategy that builds on the strategic direction and targets of the client, aligning those targets to Zinnia offerings and services.
  • Collaborate with the Zinnia senior management team, develop strategic plans, and ensure responsiveness to client requests for change. Maintain professional relationships reflecting Zinnia's core values.

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

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Zinnia secured $300 million funding from Vista Credit Partners for growth.
  • Acquisition of Ebix's assets expands Zinnia's offerings and market reach.
  • Increased demand for personalized insurance products benefits Zinnia's tailored solutions.

What critics are saying

  • Integration challenges with Ebix's assets could disrupt operations.
  • Ebix's bankruptcy may affect the acquisition terms and financial stability.
  • Rapid expansion may strain Zinnia's resources and corporate culture.

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 user-friendly platform enhances consumer understanding and purchase of insurance products.

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