Full-Time

Sr. Director

Sales Strategy & Revops

Posted on 4/11/2025

Zinnia

Zinnia

201-500 employees

Insurance technology for life products

Compensation Overview

$180k - $220k/yr

Expert

Greenwich, CT, USA

Category
Strategic Account Management
Sales & Account Management
Required Skills
Tableau
Business Strategy
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in Business Administration, or a closely related field, MBA preferred.
  • 10+ years of experience in revenue operations, sales operations, business strategy or similar role (preferably in B2B SaaS or tech companies experiencing rapid growth)
  • Strong analytical skills and proficiency in data analysis (Excel), BI (Tableau) and CRM tools
  • Excellent project management skills with the ability to prioritize and manage multiple projects at once
  • Ability to collaborate effectively with cross-functional teams and influence stakeholders at various levels of the organization
  • Passion for designing scalable processes and driving operational excellence
  • Exceptional interpersonal, problem-solving, and communication skills
  • High motivation and resilience to drive organizational and operational change.
Responsibilities
  • Become the driving force behind the development of our sales strategy, sales enablement and revenue operations functions
  • Develop a clear roadmap and execute projects that optimize revenue generation, as well as overall profitability
  • Optimize sales capacity planning, territories, targets and compensation plans in conjunction with the head of Strategic Growth and other leaders
  • Identify opportunities to leverage our current CRM system and tool stack, ensuring scalability and efficiency.
  • Provide analytical leadership to guide sales target setting, revenue modelling and forecasting.
  • Design the format of and facilitate Monthly and Quarterly Business Reviews, and share the health of the segment in larger Revenue forums.
  • Drive analysis to understand gaps and opportunities across the pre-sales and post-sales funnel.
  • Support segment leadership (director+) with forecasting and pipeline risk.
  • Define strategic operational priorities aligned with our go-to-market plans and marketing initiatives.
  • Collaborate cross-functionally to foster knowledge sharing and enablement of the Go-to-Market teams, by creating documentation, sharing best practices, and facilitating training.

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 quickly and manage them efficiently. This benefits insurers, financial advisors, and consumers by enhancing the buying experience and operational efficiency. Zinnia's platform is user-friendly, allowing consumers to easily understand and purchase life and annuity products. The company aims to modernize the insurance experience, ensuring better protection and wellbeing for customers while fostering stronger relationships between consumers and insurers.

Company Size

201-500

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 funding from Vista Credit Partners, boosting financial stability.
  • The acquisition of Ebix's assets expands Zinnia's offerings and market reach.
  • Growing demand for digital insurance solutions supports Zinnia's innovative platform.

What critics are saying

  • Integration challenges with Ebix's assets could disrupt operations if not managed well.
  • Rapid expansion through acquisitions may strain Zinnia's resources and management.
  • Reliance on advanced technology poses risks of technological failures or data breaches.

What makes Zinnia unique

  • Zinnia leverages advanced technology to streamline life and annuity insurance processes.
  • The company offers a comprehensive platform for insurers, advisors, and consumers.
  • Zinnia's acquisition of Ebix's assets enhances its insurance-focused CRM and agency management capabilities.

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Benefits

Health Insurance

Dental Insurance

Parental Leave

Profit Sharing

401(k) Company Match

Incentive Bonus Opportunity

Tuition Reimbursement

Company News

II Reporter
Mar 6th, 2025
Zinnia Names Gary D. Cohn Vice Chair and Board Member

Zinnia, a prominent life and annuity (L&A) insurance technology company, has announced the appointment of Gary D. Cohn as Vice Chair and board member.

StartUpRise
Oct 15th, 2024
[Funding News] Zinnia Secures $300 Mn Strategic Funding from Vista Credit Partners

[Funding news] Zinnia secures $300 mn strategic funding from Vista Credit Partners.

Business Wire
Apr 1st, 2024
Zinnia Closes Acquisition Of Ebix’S North American Life And Annuity Assets

GREENWICH, Conn.--(BUSINESS WIRE)--Zinnia Corporate Holdings (“Zinnia” or “the Company”), an Eldridge Industries business and leading life and annuity insurance technology services company, and Ebix, Inc. (“Ebix”), a supplier of software solutions, today announced that Zinnia’s acquisition of Ebix’s North American Life and Annuity Assets (the “LA Assets”) has closed. The deal further positions Zinnia as a partner of choice in the life and annuity industry and expands its offerings with insurance focused CRM agency management, market-leading research, quoting, illustration, order entry tools, and a comprehensive underwriting platform, which will simplify experiences for advisors and their clients. Zinnia will be welcoming over 770 new team members across 6 locations in India and the United States. The LA assets, including SmartOffice, Vital Sales Suite, Winflex, AnnuityNet, LifeSpeed, TPP (The Policy Processor), as well as products and services provided by the consulting organization will become a newly formed business line within Zinnia called Life and Annuity Exchange Solutions

Coverage
Feb 19th, 2024
Zinnia To Acquire Ebix’S Life And Annuity Software Assets

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Business Wire
Feb 16th, 2024
Zinnia To Acquire Ebix Inc.’S Life And Annuity Software Assets, Continuing Its Mission To Deliver Solutions That Simplify Insurance And Power Industry Growth

GREENWICH, Conn.--(BUSINESS WIRE)--Zinnia Corporate Holdings (“Zinnia” or “the Company”), an Eldridge business and leading life and annuity insurance technology services company, today announced it will acquire the Life and Annuity Assets (the “L&A Assets”) of Ebix, Inc. (“Ebix”), a supplier of software solutions. The L&A assets will further position Zinnia as a partner of choice in the life and annuity industry, expanding its offerings with insurance focused CRM & agency management, market-leading research, quoting, illustration, and order entry tools, and a comprehensive underwriting platform, which will simplify experiences for advisors and their clients.“The acquisition of the Ebix Life and Annuity Assets is transformative for Zinnia,” said Michele Trogni, Zinnia Chief Executive Officer. “The complementary nature of our solutions will enable us to better serve carriers, distributors, and consumers, expanding our reach as we build the modern rails of the insurance industry. We are thrilled to welcome the Ebix L&A employees to Zinnia and look forward to what we can achieve together for our clients.”In a rapidly expanding life and annuity sector, this acquisition allows Zinnia to power growth and simplify insurance from product development through distribution and claims. Upon closing, Zinnia will expand its offerings with the addition of SmartOffice, Vital Sales Suite, Winflex, AnnuityNet, LifeSpeed, TPP (The Policy Processor), as well as products and services provided by the consulting organization.Ash Sawhney, President of Ebix Insurance Solutions North America, will join Zinnia heading up the newly formed Life and Annuity Exchange Solutions business, reporting to Trogni