Strategic Account Manager

June 19

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Zinnia

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Zinnia is Where Complexity Ends and Simplicity Begins$1. .$1

Life Insurance and Annuity Administration • Agent Licensing & Commissions • Digital Operations • Digital Transformation • Software

1001 - 5000

Description

• 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.

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 technologies, 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.

Benefits

• Health/dental insurance • Parental leave • Profit sharing • 401(k) • Incentive/bonus opportunity • Tuition reimbursement • and more