Senior Manager, Sales Operations at Zinnia

Greenwich, Connecticut, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Five to seven years of strong analytical and problem solving experience working in business development, technology, or operations
Bachelor's 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

Responsibilities

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

Skills

Project Management

Process Improvement

Business Analysis

Quantitative Analysis

Data Visualization

Executive Communication

Presentations

Reporting

Sales Operations

Cross-Functional Collaboration

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