Copy of Director, Client Delivery Lead

About Zinnia

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.

About the Role

The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients’ target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients’ initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes.

What You'll Do

• Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value
• Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year
• Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders
• Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues
• Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality
• Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan
• Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly
• Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope
• Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools
• Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client
• Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation
• Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned

What You'll Need

• Bachelor’s degree in business or a closely related field, Master's Degree preferred, or equivalent work experience.
• 10 plus years of Project Management Experience – CAPM, PMP or similar designation preferred
• 15 plus total technology experience
• Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kan