Sr Director - Client Account Services Life Annuity

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 theSenior Director Client Accounts & Services you are a strategic leader for L&A Exchanges most valued clients. You are responsible for the oversight success and growth of client accounts and services ensuring seamless implementation delivery excellence and longterm value realization across a diverse client portfolio.

You bring deep experience in client engagement software delivery and organizational leadership guiding crossfunctional teams and interfacing with clients to drive results. As a client advocate you ensure that internal teams remain aligned with client needs while balancing business priorities. Your role combines operational with strategic leadershippositioning L&A Exchange as a premier technology and service provider in the insurance and annuities space.

WHAT YOULL DO:

• Provide strategic oversight and leadership for all client implementation and service delivery efforts across assigned accounts
• Serve as the Primary Lead for a selected major client relationship ensuring overall satisfaction retention and growth
• Build and maintain trusted longterm relationships with senior client stakeholders understanding their business goals and aligning services to meet those objectives while ensuring overall satisfaction retention and growth.
• Lead a team of managers and senior professionals responsible for project delivery client support and account management.
• Develop and execute account strategies service delivery models and operational plans that promote scalability and client success.
• Oversee the endtoend lifecycle of client platform implementations including scope definition requirements documentation resource planning and deployment.
• Create and enforce governance processes for issue resolution risk mitigation change management and client communications.
• Act as a key decisionmaker and escalation point for highimpact client situations
• Influence product roadmaps business strategies and operational improvements based on client feedback and market trends
• Own performance metrics for the Client Account & Services function ensuring alignment with company objectives
• Drive internal process improvements and best practices that enhance delivery quality efficiency and customer experience.
• Collaborate with crossfunctional teamsSales Product Development QA and Supportto deliver valueadded solutions and ensure a unified customer experience.
• Monitor service delivery KPIs client satisfaction metrics and account health to identify opportunities for optimization and growth.
• Partner with executive leadership to shape longterm strategic direction for client services delivery frameworks and organizational capabilities

WHAT YOULL NEED:

• Bachelors degree required; Masters degree or MBA strongly preferred
• 15 years of progressive experience in client services implementation or enterprise account management including 5 years in a senior leadership role
• Insurance/financial services (Life and Annuity) industry knowledge
• Proven success leading crossfunctional service delivery teams and managing enterpriselevel client accounts
• Deep understanding of SaaS delivery models and complex software implementations
• Exceptional communication negotiation and stakeholder management skillsespecially with senior/executive client contacts
• Strategic thinker with strong business acumen and a track record of influencing key outcomes
• Experience in writing and overseeing documentation such as Statements of Work Business Requirement Documents and delivery roadmaps
• Demonstrated success in driving operational improvements building highperforming teams and mentoring future leaders
• Proficiency in Microsoft Office and project management tools; familiarity with TFS a plus
• Technical understanding of software platforms; familiarity with XML JavaScript and SQL preferred
• Willingness to travel up to 15 as required

BONUS POINTS:

• Experience with Webbased software as a service (SaaS) application
• Experience with solution discoveries while partnering with stakeholders

WHATS IN IT FOR YOU

Zinnia offers excellent career progression and competitive compensation. We offer great benefits including health/dental insurance parental leave profit sharing 401(k) incentive/bonus opportunities tuition reimbursement and so much more. Were looking for the best and brightest innovators in the industry to join our team. At Zinnia you collaborate with smart creative professionals who are dedicated to delivering cuttingedge technologies deeper data insights and enhanced services to transform how insurance is done. Visit our website at www.zinnia for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity Employer committed to a diverse workforce. We do not discriminate based on race religion color national origin gender sexual orientation age marital status veteran status or disability.

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