zinnia
Website:
zinnia.com
Job details:
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.
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