Job Description
WHO WE ARE:
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.
WHO YOU ARE:
You are an experienced, client-focused consultant with a deep understanding of the life, annuity, and financial services industry. You thrive on solving complex business challenges and can confidently navigate the intersection of operations, technology, and business strategy. You have a proven ability to lead discovery and solution definition sessions, act as the voice of the customer, and ensure that client solutions align with both business objectives and enterprise delivery standards.
You excel in translating between business and technical audiences, building trusted relationships, and driving solutions that deliver tangible results .
WHAT YOU’LL DO:
- Lead initial project scoping and analysis activities, including pricing exercises and impact assessments.
- Facilitate detailed Solution Definition meetings, ensuring all relevant stakeholders and materials are included to achieve a cohesive solution.
- Conduct solution planning sessions to align cross-functional teams and ensure clarity in delivery objectives.
- Leverage your knowledge of client implementations, operations, and Zinnia’s business offerings to ensure solutions are practical, aligned, and scalable.
- Act as the voice of the customer—translating business objectives into actionable Zinnia solutions that adhere to our IT and architectural frameworks.
- Identify opportunities for process improvement, innovation, and efficiency within client engagements.
- Support the estimation and proposal process by clarifying scope, dependencies, and risks.
- Partner with cross-functional teams (Operations, Technology, Finance, Compliance, Tax) to ensure comprehensive solution design.
- Assist with internal and external training initiatives to build organizational knowledge and support the ongoing evolution of delivery best practices.
- Serve as a trusted advisor, ensuring every client solution supports both strategic goals and operational realities.
WHAT YOU’LL NEED
- Bachelor’s degree in Computer Information Systems, Business Administration, or a related field, or equivalent work experience.
- 7–10 years of experience in the life, annuity, or financial services industry, with significant exposure to both business and technology functions.
- Proven expertise in business analysis, systems analysis, or solution design within enterprise technology environments.
- Deep understanding of the interdependencies between Operations, Technology, and corporate functions such as Finance, Compliance, and Tax.
- Strong grasp of methodologies supporting the planning and requirements phases of the SDLC.
- Knowledge of agile practices and familiarity with collaboration tools such as JIRA and Airtable.
- Excellent communication, facilitation, and relationship management skills.
- Strong analytical and problem-solving skills, with the ability to think both strategically and tactically.
- Experience leading client-facing solution sessions and presenting to executive-level stakeholders.
- High proficiency in Microsoft Office Suite and Google Workspace; familiarity with project management tools preferred.
- Ability to work both independently and collaboratively in a fast-paced, matrixed environment.
- Occasional travel for client meetings or workshops.
BONUS POINTS
- Experience working with Zinnia’s product suite (SmartOffice, AnnuityNet, LifeSpeed, etc.) or similar enterprise insurance technology platforms.
- Demonstrated success managing or mentoring less experienced consultants.
- Advanced knowledge of process mapping, solution estimation, or proposal development.
- Recognized strengths in strategic thinking, customer focus, and influencing outcomes without authority.
WHAT’S IN IT FOR YOU?
Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual’s skills, education, experience, training, and geographic location and may be above or below the stated amounts. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. 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.
