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Director, Client Account Manager

Zinnia
Full-time
On-site
New City, New York, United States
πŸ’Ό Account Management

πŸ“Œ Core Information

πŸ”Ή Job Title: Director, Client Account Manager

πŸ”Ή Company: Zinnia

πŸ”Ή Location: New City, New York, United States

πŸ”Ή Job Type: On-site

πŸ”Ή Category: πŸ’Ό Account Management

πŸ”Ή Date Posted: March 31, 2025

πŸ”Ή Experience Level: 10+ years

πŸ”Ή Remote Status: Remote OK

πŸ“Œ Essential Job Details

πŸš€ Job Overview

Key aspects of this role include:

  • Leading and managing key client delivery relationships
  • Driving overall client and end-customer experience
  • Collaborating with internal teams to define and implement new client metrics
  • Developing strategic partnerships with client executives

ASSUMPTION: The role demands a senior professional with strategic leadership capability, focusing on both client satisfaction and internal process optimization.

πŸ“‹ Key Responsibilities

βœ… Ensure Zinnia meets business commitments and resolves issues promptly for client satisfaction.

βœ… Own and manage the client relationship within the Zinnia framework, overseeing project and service delivery.

βœ… Build strategic partnerships focused on driving ROI for clients.

βœ… Represent the client within Zinnia, collaborating internally to achieve client objectives.

βœ… Take ownership of high priority projects/programs from inception to execution.

βœ… Introduce clients to Zinnia's capabilities and coordinate on industry changes and strategies.

βœ… Drive commercial management initiatives for business growth and client retention.

βœ… Oversee contract management and governance for optimal outcomes.

βœ… Define and execute account management strategy with a collaborative approach.

βœ… Design and lead a dedicated core team to seamlessly interact with client teams.

βœ… Identify additional business opportunities aligned with client goals and Zinnia offerings.

βœ… Collaborate with Zinnia's senior management to develop and execute strategic plans.

ASSUMPTION: The responsibilities indicate a comprehensive role with both strategic oversight and operational management components.

🎯 Required Qualifications

Education: Bachelor’s degree in technology, business, finance, accounting, or equivalent work experience.

Experience: Minimum 12 years in relationship management, consulting, or leadership roles engaging with all client organization levels.

Required Skills:

  • Relationship management and consulting
  • Project management and program management
  • Communication, negotiation, and conflict management

Preferred Skills:

  • Experience in the life insurance industry, especially Annuities
  • Industry certifications

ASSUMPTION: The qualifications emphasize a blend of relationship management, strategic thinking, and industry-specific knowledge, reflecting the role's seniority and client-facing nature.

πŸ’° Compensation & Benefits

Salary Range: $180,000 - $220,000, dependent on skills and location.

Benefits:

  • Health/Dental insurance
  • Parental leave
  • 401(k) and profit sharing
  • Incentive/Bonus opportunities
  • Tuition reimbursement

Working Hours: 40 hours per week with potential travel requirements of 25%-50%.

ASSUMPTION: The compensation package is competitive and designed to attract high-caliber professionals with substantial industry experience.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: Software Development with a focus on life and annuity insurance solutions.

Company Size: 1,001-5,000 employees, indicating a large and robust organization with extensive resources.

Founded: 2005

Company Description:

  • Leads in simplifying L&A insurance with technology solutions.
  • Oversees significant financial assets and clients internationally.
  • Backed by globally recognized investment firms such as KKR and Vista Credit Partners.

Company Specialties:

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

Company Website: https://zinnia.com/

ASSUMPTION: The company context provides strong assurance of stability and growth potential for employees, supported by its large size and industry clout.

πŸ“Š Role Analysis

Career Level: Senior management level with strategic oversight responsibilities.

Reporting Structure: Likely reports to a senior executive team or directly to the CEO for client-centric decision-making.

Work Arrangement: Primarily on-site with remote flexibility based on client requirements.

Growth Opportunities:

  • Scope for career advancement into executive roles
  • Opportunities to lead large-scale projects
  • Potential for international experience and exposure

ASSUMPTION: The role's high level of responsibility and client visibility suggests rich opportunities for career advancement within the company.

🌍 Location & Work Environment

Office Type: Corporate office environment in a business district.

Office Location(s): Headquarters in Greenwich, CT, with offices in key global cities.

Geographic Context:

  • Proximity to major financial centers
  • Access to urban amenities and transport
  • Opportunity for dynamic work-life interactions

Work Schedule: Standard business hours with occasional overtime for high-priority projects.

ASSUMPTION: New City's strategic location offers work-life balance while providing a vigorous professional environment.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Initial HR screening
  • Technical and skills assessment
  • Panel interviews with management team
  • Final interview and offer negotiation

Key Assessment Areas:

  • Leadership and strategic thinking capabilities
  • Client relationship management skills
  • Technical acumen relevant to the insurance sector

Application Tips:

  • Highlight relevant project management experience
  • Showcase leadership accomplishments
  • Prepare examples of past successful client interactions

ATS Keywords: Relationship Management, Leadership, Strategic Partnerships, Client Satisfaction, Account Management

ASSUMPTION: The interview process will emphasize strategic and client management skills, essential for the seniority of this position.

πŸ› οΈ Tools & Technologies

  • CRM and ERP systems for client management
  • Data analytics platforms
  • Insurance technology solutions

ASSUMPTION: Familiarity with both general business tools and specialized insurance technology will be beneficial.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Be bold
  • Team up
  • Deliver value

Work Style:

  • Collaborative and team-oriented
  • Client-focused with strategic foresight
  • Value-driven approach to deliver on company promises

Self-Assessment Questions:

  • Can I drive strategic initiatives in a client-first environment?
  • Am I capable of building long-term strategic partnerships?
  • Do I possess the critical thinking necessary for dynamic problem-solving?

ASSUMPTION: A candidate aligned with the core values will thrive in Zinnia's driven and innovative culture.

⚠️ Potential Challenges

  • Navigating complex client demands and expectations
  • Aligning Zinnia's offerings with dynamic market needs
  • Balancing strategic oversight with operational execution
  • Meeting high performance standards in a competitive industry

ASSUMPTION: The potential challenges will require robust problem-solving skills and adaptability to evolving industry trends.

πŸ“ˆ Similar Roles Comparison

  • Account Director roles in technology firms
  • Client Partner roles in consulting firms
  • Business Relationship Manager roles in financial services

ASSUMPTION: Similar roles emphasize client engagement and strategic growth, underlining the importance of experience and industry knowledge.

πŸ“ Sample Projects

  • Leading a digital transformation initiative for a large client
  • Overseeing the integration of a new CRM platform
  • Developing a comprehensive client engagement strategy

ASSUMPTION: Sample projects will demonstrate the candidate's proficiency in managing large-scale client engagements.

❓ Key Questions to Ask During Interview

  • What are the primary goals for this role in the first year?
  • How does this role contribute to Zinnia’s overall mission?
  • What support is available for career growth within the company?
  • How does Zinnia measure success and client satisfaction?
  • What are the biggest challenges currently faced by the team?

ASSUMPTION: The questions should help the candidate assess company alignment with career goals and role expectations.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through this link
  • Prepare your resume highlighting relevant experience
  • Include a cover letter addressing your fit for the role
  • Be ready to discuss your strategic and relationship management skills
  • Prepare for potential technical assessments

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.