Remote Otter LogoRemoteOtter

Analyst III, Client Success - Remote

Posted 2 weeks ago

Overview

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.

In Short

  • Serve as the operational strategic point of contact for client carriers and client partners.
  • Provide direction and guidance to Client Operational Analysts.
  • Facilitate communication with the client.
  • Provide operational support for periodic business reviews.
  • Engage vertical leads internally as needed.
  • Assist with client business reviews providing operational input.
  • Manage escalated operational issues from intake to resolution.
  • Lead recurring operational meetings with clients.
  • Facilitate on-site client visits and tours.
  • Participate in SOW/MSA discussions.

Requirements

  • Bachelor’s degree in related field or equivalent work experience.
  • 6+ years of experience within a Business Operations function.
  • Demonstrates effective facilitation skills.
  • Excellent written and oral communication skills.
  • Ability to support multiple tasks/projects in a fast-paced environment.
  • Capability to learn new processes quickly.
  • Ability to work independently and with teams.
  • Positive attitude and effective consulting skills.
  • Experience in technical training for technology areas.
  • Ability to travel 10% - 20% of the time.

Benefits

  • Excellent career progression.
  • Competitive compensation.
  • Health/dental insurance.
  • Parental leave.
  • Profit sharing.
  • 401(k) plan.
  • Incentive/bonus opportunity.
  • Tuition reimbursement.
  • Collaborative work environment.
  • Commitment to diversity and equal opportunity.

Similar Jobs:

Zinnia logo

Client Success Analyst - Remote

Zinnia

2 weeks ago

Zinnia is seeking a Client Success Analyst to facilitate communication and operational support between clients and internal teams.

Client Relations
Business Operations
Communication Skills
Microsoft Office
USA
Full-time
Customer Service
Trumid logo

Client & Trading Success Analyst - Remote

Trumid

8 weeks ago

Join Trumid as a Client & Trading Success Analyst to enhance client solutions in the fixed income trading space.

Trading
Finance
Client Solutions
US Corporate Bonds
NY, USA
Full-time
Finance / Legal
$70,000 - $90,000/year
ClearGov logo

Client Success Operations Analyst - Remote

ClearGov

2 weeks ago

Join ClearGov as a Client Success Operations Analyst to manage the Customer Success Platform and support cross-functional initiatives.

ChurnZero
Customer Success
Data Analytics
Cross-functional Collaboration
USA
Full-time
Customer Service

Jenzabar

Client Success Manager II - Remote

Jenzabar

3 days ago

The Client Success Manager II ensures client satisfaction and success in utilizing Jenzabar's higher education services.

Client Relationships
Higher Education
Account Management
Communication Skills
Worldwide
Full-time
Customer Service
$50,000 - $58,000/year
PracticeTek logo

RCM Client Success Manager III - Remote

PracticeTek

8 weeks ago

The RCM Client Success Manager III is responsible for managing client relationships and ensuring satisfaction with revenue cycle management services.

Revenue Cycle Management
Client Relationship Management
Healthcare Billing Software
EHR/PM Platforms
USA
Full-time
Customer Service