Senior Director, Strategic Account Management

About the role

WHO WE ARE: 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.WHO YOU ARE: As the Senior Director, Strategic Account Manager you are responsible for driving Zinnia s clients and their end customers overall experience. Success will be measured by the level of client satisfaction, strategic and tactical leadership, oversight and optimizing client support to the agreed upon strategies and plans. The primary focus of the role will be to be a strong advocate for the client within Zinnia, and to represent a consolidated view of Zinnia within the client organization. This role will also represent a consolidated view of the client within the Zinnia organization. This role will be central in defining new metrics and implementing in partnership with the delivery management team. The Sr. Director, Client Account manager will develop relationships with key client executives and decisions makers, be a strong business and Zinnia advisor to them, work on building their trust and confidence in order to successfully accomplish client goals while presenting a full view of Zinnia s services, products and technology for the clients to leverage. The role requires significant oversight, planning and consultative skills; all leveraged in interfacing with some of the most senior decision makers in our client organizations. This role is enabled by all Zinnia functions including and not limited to Business Operations and Services, Technology and Delivery Services, Finance and Zinnia executive leadership; forming a single point of client ownership and accountability. WHAT YOU LL DO: This role will become an extended part of our client s leadership team including responsibility for client joint governance and prioritization. Ensure Zinnia business commitments and priorities are met, and any roadblock or contentions are addressed and resolved timely to the satisfaction of client. Ensure functional organizations are clear about lines of responsibility and authority This role owns and is accountable for the Client within the Zinnia framework including project delivery, day to day operations, service delivery and financial management The Client Partner will work closely with the Zinnia internal teams to represent and communicate frequently the end-to-end customer experience and will work with internal teams to help achieve client objectives and, at the same time, work with the client to identify what Zinnia would need to ensure that it is able to appropriately service the client s outlined business requirements and objectives Enable Zinnia offerings and capabilities by introducing client to opportunities based on holistic and comprehensive understanding of client s needs/goals. Be the funnel and source for client input to influence Zinnia technology and servicing capabilities roadmap as well as Zinnia investments. Coordinate with client on new Industry/Regulatory changes and go to market strategies Design and implement the dedicated core team for client organization in partnership with vertical managers. Lead this team on a daily basis and ensure they are seen as an extension of the client team interfacing with Zinnia Define and execute our account management strategy promoting a one-Zinnia mindset across the organization with assigned client accounts, seamlessly interface and gain the trust of at all levels and collaborate and lead the internal Zinnia teams through solutioning, implementation, execution and overall client satisfaction 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 to their customers. Ensure client satisfaction metrics are designed and implemented Identify additional client pull-through business opportunities as part of account management strategy Establish key client scorecard, supported by the Vertical Owners, to track internal/external key performance metrics for client accounts Collaborate with the Zinnia senior management team to develop a strategic and tactical plan to ensure that we meet our financial goals at an aggregate relationship level across all the services performed for the client Work with Vertical Owners to be responsive and support client requests for change, and support client needs in a timely, accurate and professional manner. This includes leading a strategic planning session with all internal constituents to ensure their understanding of how Zinnia can meet cli