Senior Manager, Sales Operations - 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

• Manage multiple concurrent projects, understand priorities, and initiate and drive projects to completion with minimal guidance.
• Optimize sales and operational efficiency through innovative thinking, process improvement and system enhancements and best practice sharing.
• Conduct business analysis including customer and market analysis for leads and prospects, applying quantitative analysis and data visualization to tell the story behind the numbers.
• Ability to understand, create, and deliver executive level, audience-appropriate communication and presentations.
• Understand the reporting needs of the Sales Department and lead the preparation of reports, proposals, and presentations.
• Conduct planning and preparation for prospect visits and conferences, execute on these plans and support the sales team to drive revenue growth post event.
• Serve as a point of contact for sales team members for questions and logistics.
• Develop strong collaborative relationships with aligned lines of business to more effectively achieve data needs, analyze results, and RFP / RFI completion.
• Drive process improvement and manage various aspects of the CRM including workflow design, reporting, data integrity and maintenance.
• Maintain the quality and accuracy of contacts and accounts databases and add new contacts, accounts and opportunities to enable the company to have a full picture of relationships at every account/target.

Requirements

• Five to seven years of strong analytical and problem solving experience working in business development, technology, or operations.
• Bachelors degree in a technology or business-oriented field.
• Experience in the annuity and life insurance industry with outsourcing experience preferred.
• Demonstrate strong project management skills including organization, attention to detail and ability to coordinate and interact with cross functional teams.
• Proficiency in Google Suite and Microsoft Office Suite, particularly Excel, Word and PowerPoint.
• Excellent analytical, reporting, data manipulation, dashboard creation and business intelligence skills.
• Experience using CRM softwares
• Strong written and verbal communication skills with ability to communicate across groups and levels within the organization.

Benefits

• Zinnia offers excellent career progression and competitive compensation.
• We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more.
• Collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done.