Associate Director, 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.
• Manage escalated operational issues from intake to resolution.
• Lead recurring operational meetings with clients.
• Facilitate on-site client visits and tours.
• Assist with client business reviews.
• Engage vertical leads internally as needed.
• Participate in SOW/MSA discussions.
• Deliver clear and concise operational presentations.

Requirements

• Bachelor’s degree in related field or equivalent work experience.
• 10+ years of experience within a Business Operations function.
• Excellent facilitation skills.
• Excellent written and oral communication.
• Ability to support a fast-paced work environment.
• Proven ability to work quickly, efficiently, and accurately.
• Positive attitude and effective consulting skills.
• Advanced experience in technical training.
• Software knowledge of Microsoft Office products.
• 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.