Associate Director, Strategic Account Management

About the role

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

Responsibilities

• Client Relationship Management:
• 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.
• Strategic Account Planning:
• 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.
• Product Expertise:
• 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.

Requirements

• Bachelor's degree in Business Administration, Finance, Computer Science, or related field. MBA or other relevant advanced degree preferred.
• 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, 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.
• WHAT'S IN IT FOR YOU?
• Notice for California residents: Information about how we collect and use your personal information can be found here .
• #LI-MW1

Benefits

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at zinnia? Share your experience