Analyst III, Client Success - Remote

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.