Director, Client Account Manager

📌 Core Information

🔹 Job Title: Director, Client Account Manager

🔹 Company: Zinnia

🔹 Location: Bridgewater, New Jersey, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Mon Mar 31 2025

🔹 Experience Level: 10+ years

🔹 Remote Status: On-site (Remote OK for some tasks)

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Leading and managing key client delivery relationships.
• Driving client and end-customer experiences with strategic leadership.
• Collaborating on strategic advisory and execution expertise.
• Acting as an advocate for clients within Zinnia.

ASSUMPTION: It is assumed that the role requires collaborating with diverse teams across departments to ensure optimal client satisfaction and delivery. This assumption is based on the need for comprehensive management and strategizing expressed in the job description.

📋 Key Responsibilities

✅ Ensure Zinnia meets business commitments and resolve issues promptly.

✅ Own and manage the client relationship within the Zinnia framework.

✅ Build long-term strategic partnerships focused on driving ROI.

✅ Represent the client within Zinnia and communicate customer experiences.

✅ Take ownership of high-priority projects, including evaluation and implementation.

✅ Introduce clients to Zinnia capabilities and coordinate on industry changes.

✅ Drive commercial management initiatives enhancing growth and retention.

✅ Oversee contract management and governance effectively.

✅ Define and execute account management strategy promoting collaboration.

✅ Design and lead a dedicated core team for the client organization.

✅ Identify additional business opportunities aligning with Zinnia offerings.

✅ Collaborate with senior management to develop strategic plans.

ASSUMPTION: Responsibilities may extend to mentoring junior staff and interfacing with senior client executives regularly, inferred from the level of strategic planning and oversight required.

🎯 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.

Required Skills:

• Excellent verbal and written communication skills
• Outstanding team player with a strategic mindset
• Strong technology-related skills
• Proven problem-solving and influencing skills
• Responsive to client escalations

Preferred Skills:

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

ASSUMPTION: Leadership skills are crucial for navigating a matrix environment, as implied by the complexity and scope of responsibilities.

💰 Compensation & Benefits

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

Benefits:

• Health/dental insurance
• Parental leave
• Profit sharing and 401(k)

Working Hours: Standard 40-hour workweek with potential travel requirements.

ASSUMPTION: Compensation may include performance-based incentives consistent with senior roles.

📌 Applicant Insights

🔍 Company Context

Industry: Software Development specializing in Life and Annuity Insurance

Company Size: 1,001-5,000 employees, indicating a medium to large enterprise environment

Founded: 2005, with a history of delivering impactful insurance technology solutions

Company Description:

• Focuses on simplifying life and annuity insurance administration
• Leverages data insights for better financial planning solutions
• Innovative in providing comprehensive technology tools for insurance needs

Company Specialties:

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

Company Website: https://zinnia.com/

ASSUMPTION: Zinnia's backing by investment firms implies strategic growth potential and market influence, supporting career advancement opportunities.

📊 Role Analysis

Career Level: Senior management requiring extensive experience and leadership acumen

Reporting Structure: Reports to senior management with strategic collaboration across Zinnia

Work Arrangement: Predominantly on-site with travel flexibility as needed

Growth Opportunities:

• Possibility to advance into executive roles
• Opportunity to influence major strategic decisions
• Engagement with industry leaders and innovators

ASSUMPTION: The role offers diverse career paths within Zinnia due to its substantial industry position and growth in technology solutions.

🌍 Location & Work Environment

Office Type: Corporate headquarters setting with access to advanced technology tools

Office Location(s): 1150 US Highway 22 East, Bridgewater, NJ 08807, USA

Geographic Context:

• Located in a major business hub
• Proximity to major transportation networks
• Access to a diverse talent pool and corporate partners

Work Schedule: Primarily Monday to Friday with flexibility for specific projects and client engagements

ASSUMPTION: The New Jersey location offers robust infrastructure and network support for business activities.

💼 Interview & Application Insights

Typical Process:

• Initial resume screening
• Phone interview with HR
• Technical assessment or case studies
• Panel interview with department leads
• Final interview with executive management

Key Assessment Areas:

• Strategic thinking and planning
• Client relationship management capabilities
• Technology proficiency and vision

Application Tips:

• Highlight experience in technology and insurance sectors
• Showcase leadership in strategic initiatives
• Emphasize strong communication and negotiation skills

ATS Keywords: Leadership, Client Management, Strategic Planning, Technological Savvy

ASSUMPTION: The application process likely stresses experience and capability to handle complex client relationships.

🛠️ Tools & Technologies

• Enterprise client management software
• CRM platforms specialized in insurance
• Advanced analytics tools for strategic insights

ASSUMPTION: The role requires familiarity with industry-specific technological tools and platforms, given the company's emphasis on leveraging technology.

👔 Cultural Fit Considerations

Company Values:

• Be bold
• Team up
• Deliver value

Work Style:

• Collaborative and team-oriented
• Proactive with a strategic mentality
• Focused on client satisfaction and growth

Self-Assessment Questions:

• How do you handle complex client relationships?
• What strategies do you use to ensure client satisfaction?
• How do you adapt to rapid technological changes?

ASSUMPTION: Aligning with core values and demonstrating a proactive mindset is crucial for success at Zinnia.

⚠️ Potential Challenges

• Navigating complex client demands and expectations
• Balancing strategic and operational priorities
• Integrating diverse technological solutions
• Travel and time management in a fast-paced environment

ASSUMPTION: Challenges revolve around high-level client and project management, given the role's strategic impact.

📈 Similar Roles Comparison

• Similar roles in large corporations may offer less flexibility but more robust support structures.
• Technology-focused companies may provide more innovation engagement.
• Smaller firms may emphasize broader skill applications with fewer resources.

ASSUMPTION: Comparison insights are based on industry trends in client account and technology management fields.

📝 Sample Projects

• Development and implementation of client satisfaction metrics
• Strategic technological integration in client operations
• Expansion of client relationships through innovative solutions

ASSUMPTION: Projects will focus on strategic advancements and technological innovation, based on role emphasis.

❓ Key Questions to Ask During Interview

• What does success look like in this role within the first six months?
• How does Zinnia integrate client feedback into service improvements?
• What opportunities are there for professional development and advancement?
• Can you describe the team structure and how it facilitates client management?
• What are the current technological initiatives at Zinnia?

ASSUMPTION: Questions should target understanding Zinnia's strategic goals and team dynamics to align expectations.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Include a resume and cover letter detailing relevant experience
• Prepare for potential interviews covering strategic and leadership experiences
• Ensure availability for initial screening calls
• Follow up with thank-you notes post-interview

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