Director, Client Partner

Overview

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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, enabling more people to protect their financial futures. Our success is driven by three core values: be bold, team up, deliver value.

We are seeking a highly skilled and seasoned Senior Manager, Client Partner with substantial experience in Financial Technology (Fin Tech) to join our dynamic team. The ideal candidate demonstrates a history of excellence in handling client relationships, fostering revenue expansion, and introducing groundbreaking solutions within the Fin Tech industry.

• Client Relationship Management:
  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.
• Strategic Account Planning:
  Develop and execute strategic account plans to drive growth, retention, and expansion within assigned client accounts; collaborate with cross-functional teams to ensure 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.
• Product Expertise:
  Deeply understand our Fin Tech products and services, and effectively communicate their value proposition to clients; gather requirements, define solutions, and oversee the implementation and onboarding process.

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

Zinnia offers excellent career progression and competitive compensation with benefits including health/dental insurance, parental leave, 401(k), incentive/bonus opportunities, tuition reimbursement, and more. The salary range for this role is $ to $, based on location and candidate qualifications. Offers are reviewed to ensure fair, equitable pay. Salary ranges may vary above or below the stated amounts. Visit our website at  for more information.

We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: information about how we collect and use your personal information can be found here.

• Mid-Senior level

• Full-time

• Sales and Business Development
• Industries:
  Software Development

We are not listing additional roles or extraneous postings. Referrals may increase your chances of interviewing.