Senior Director, Client Partner

3 Months ago • 10 Years + • $220,000 PA - $250,000 PA

Job Summary

Job Description

The Senior Director, Client Partner will be the primary contact for key clients, building strong relationships at the executive level. This role involves understanding client needs, identifying opportunities to add value, and driving revenue growth by upselling and cross-selling. The candidate will need to deeply understand the FinTech products and services, effectively communicating their value proposition, gathering client requirements, and overseeing successful implementation. This role requires strategic account planning, collaborating with cross-functional teams to ensure successful solution delivery. They will also need to drive business growth by identifying upsell and cross-sell opportunities, negotiating contracts, and closing new business within large existing client accounts.
Must have:
  • 10+ years experience in client-facing roles within FinTech.
  • Strong understanding of financial services and FinTech products.
  • Excellent communication, negotiation, and presentation skills.
  • Strategic thinker with a results-oriented mindset.
Good to have:
  • MBA or other relevant advanced degree preferred.
Perks:
  • Health/dental insurance
  • Parental leave
  • Profit sharing
  • 401(k)
  • Incentive/bonus opportunity
  • Tuition reimbursement

Job Details

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:

We are seeking a highly skilled and seasoned Senior Director, Client Partner with substantial experience in Financial Technology (FinTech) 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 FinTech Industry.

WHAT YOU’LL DO:  

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 including sales, product development, and customer support to ensure the successful 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 suite of FinTech products and services, and effectively communicate their value proposition to clients.
  • Work closely with clients to gather requirements, define solutions, and oversee the successful implementation and onboarding process.

WHAT YOU’LL NEED:  

  • Bachelor's degree in Business Administration, Finance, Computer Science, or related field. MBA or other relevant advanced degree preferred.
  • Proven track record of success in client-facing roles within the FinTech industry, with at least 10+ years of experience in account management, relationship management, client solutions, or related functions and 3 of those years as a people manager.
  • Strong understanding of financial services, banking, payments, or related sectors, with a deep knowledge of FinTech products and technologies, particularly within the insurance industry, and market trends.
  • Excellent communication, negotiation, and presentation skills, with the ability to articulate complex concepts and solutions to both technical and non-technical audiences.
  • Strategic thinker with a results-oriented mindset, capable of developing and executing on long-term client engagement strategies to drive business growth.
  • Strong analytical and problem-solving skills, with the ability to leverage data and insights to inform decision-making and drive continuous improvement.
  • Proven ability to work collaboratively across cross-functional teams and influence stakeholders at all levels of the organization.

WHAT’S IN IT FOR YOU?  

Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members. The salary range for this role is a good faith estimate, it is estimated based on what a successful candidate might be paid in certain Company locations. The salary range for this position is $220,000.00 to $250,000.00. 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. The range may vary above or below the stated amounts. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. 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.

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About The Company

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.

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