Director, Client Partner at Zinnia

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, InsuranceIndustries

Requirements

Bachelor's degree in Business Administration, Finance, Computer Science, or related field. MBA or other relevant advanced degree preferred
Proven track record of success in client-facing roles within the FinTech industry, with at least 7+ years of experience in account management, relationship management, client solutions, or related functions
Strong understanding of financial services, banking, payments, or related sectors, with a deep knowledge of FinTech products and technologies, particularly within the insurance industry, and market trends
Excellent communication, negotiation, and presentation skills, with the ability to articulate complex concepts and solutions to both technical and non-technical audiences
Strategic thinker with a results-oriented mindset, capable of developing and executing on long-term client engagement strategies to drive business growth
Strong analytical and problem-solving skills, with the ability to leverage data and insights to inform decision-making and drive continuous improvement
Proven ability to work collaboratively across cross-functional teams and influence stakeholders at all levels of the organization

Responsibilities

Serve as the primary point of contact for key clients, building and maintaining strong relationships at the executive level
Understand clients' business needs, challenges, and objectives, and proactively identify opportunities to add value through our products and services
Develop and execute strategic account plans to drive growth, retention, and expansion within assigned client accounts
Collaborate with cross-functional teams including sales, product development, and customer support to ensure the successful delivery of solutions that meet clients' needs
Drive revenue growth by identifying upsell and cross-sell opportunities, negotiating contracts, and closing new business within large existing client accounts
Deeply understand our suite of FinTech products and services, and effectively communicate their value proposition to clients
Work closely with clients to gather requirements, define solutions, and oversee the successful implementation and onboarding process

Skills

Key technologies and capabilities for this role

Client Relationship ManagementStrategic Account PlanningRevenue GrowthUpsellCross-sellContract NegotiationFinTech ProductsExecutive CommunicationCross-functional Collaboration

Questions & Answers

Common questions about this position

What is the salary for the Director, Client Partner position?

This information is not specified in the job description.

Is this role remote or does it require office work?

This information is not specified in the job description.

What experience and skills are required for this role?

Candidates need a Bachelor's degree in Business Administration, Finance, Computer Science, or related field (MBA preferred), 7+ years in client-facing roles in FinTech, strong understanding of financial services and insurance FinTech products, and excellent communication, negotiation, presentation, analytical, and strategic thinking skills.

What is the company culture like at Zinnia?

Zinnia is driven by three core values: be bold, team up, deliver value, and emphasizes a dynamic team environment focused on innovation in FinTech for insurance.

What makes a strong candidate for this Director, Client Partner role?

A strong candidate has a proven track record in FinTech client-facing roles with 7+ years of experience, excels in executive-level relationship management, revenue growth, and strategic account planning, particularly in financial services and insurance.

Zinnia

Insurance technology for life products

About Zinnia

Zinnia focuses on improving the life and annuity insurance market by providing a platform that simplifies the creation, management, and servicing of insurance products. The platform uses technology and data analytics to help insurance companies launch products faster and manage them more effectively. This results in a better buying experience for consumers and increased operational efficiency for insurers and financial advisors. Zinnia's platform is user-friendly, allowing consumers to easily understand and purchase life and annuity products. The company aims to enhance the relationship between customers and insurers, ensuring better protection and improved wellbeing for consumers. Unlike its competitors, Zinnia emphasizes real-time data sharing and actionable insights, which help all parties make informed decisions.

Topeka, KansasHeadquarters

2005Year Founded

$1.7MTotal Funding

SEEDCompany Stage

Data & Analytics, FintechIndustries

501-1,000Employees