Client Success Analyst - 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 partners.
• Provide direction and guidance to Client Operational Specialists.
• Facilitate communication with clients and manage escalated operational issues.
• Participate in SOW/MSA discussions and provide operational input.
• Deliver clear operational presentations and lead discussions on staffing impacts.
• Manage all escalated operational issues from intake to resolution.
• Facilitate on-site client visits and provide operational support for business reviews.
• Engage vertical leads internally for client inquiries.
• Assist with client business reviews providing operational input.

Requirements

• Bachelor’s degree in related field or equivalent work experience.
• 8+ years of experience in Business Operations, financial industry, or education.
• Effective facilitation and communication skills.
• Ability to support multiple tasks/projects in a fast-paced environment.
• Proven ability to learn new processes quickly.
• Experience in technical training for business analysis or programming.
• Software knowledge in Microsoft Office and Learning Management Software.
• Ability to travel 10% -20% of the time.

Benefits

• Excellent career progression and competitive compensation.
• Health/dental insurance and parental leave.
• Profit sharing and 401(k) options.
• Incentive/bonus opportunities and tuition reimbursement.
• Collaborate with innovative professionals in the industry.