Zinnia
Senior Director, Strategic Account Management
New York City, NY - Hybrid. Posted 3 months ago
The role
This role leads client account management for Zinnia's clients. The person acts as the main point of contact, owns client delivery and financial management, and builds long-term strategic partnerships with senior client executives.
What you will do
- Own and lead the client account across project delivery, daily operations, service delivery and financial management
- Act as a strong advocate for the client within Zinnia and represent Zinnia to the client
- Build long-term strategic partnerships focused on client ROI
- Develop and execute the account management strategy and a one-Zinnia mindset
- Establish and track a key client scorecard and satisfaction metrics
- Introduce client to new Zinnia opportunities and feed client needs into the product roadmap
- Resolve roadblocks and escalations to the client's satisfaction
- Design and lead the dedicated core team for the client organization
- Coordinate with the client on industry and regulatory changes and go-to-market strategies
- Develop strategic and tactical plans to meet financial goals across the client relationship
Required qualifications
- Bachelor's degree in technology, business, finance, accounting or equivalent relevant work experience
- Minimum of 12 years' experience in relationship management, consulting, strategic advisory or leadership roles
- Strong technology skills and tech savvy
- Strong analytical skills to synthesize and present data
- Strong empathy for clients and their businesses
- Excellent verbal and written communication skills
- Excellent negotiation and conflict management skills
- Proven problem solving, critical reasoning and influencing skills
- Excellent presentation skills
- Strong time management, prioritization and organizational skills
- Ability to lead employees in a matrix environment
- Ability to travel a minimum of 25%
Nice to have
- Life insurance industry understanding, especially annuities
- Industry certifications
Benefits
- Health and dental insurance
- Parental leave
- 401(k)
- Incentive/bonus opportunity
- Tuition reimbursement
- Career progression
Before you apply
- Apply through the online application in the careers section of the company website
About the company
Zinnia is a technology platform for life and annuities growth, serving 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. It has over $180 billion in assets under administration.