Zinnia
Overview
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 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. Responsibilities
Lead the solution design process for new client opportunities, product expansions, and strategic renewals. Engage with clients and internal stakeholders to understand business requirements and translate them into solution blueprints. Facilitate detailed product demonstrations and guide clients through functional and technical solution discussions. Scope required configurations, integrations, services, and delivery plans to support each opportunity. Collaborate with Sales Operations and Pricing teams to develop pricing proposals, estimate delivery timelines, and structure commercial terms. Prepare tailored sales materials, leveraging product documentation and release notes. Identify and mitigate risks in solution design, ensuring executable and scalable delivery models. Work closely with Client Success and Implementation teams to transition finalized solutions into deployment phases. Support strategic account pursuits, multi-tower RFPs, and complex enterprise sales cycles. Qualifications
5+ years' experience in Customer Solutions Architecture, Deal Structuring, Pre-Sales, or Enterprise Consulting roles. Experience within SaaS, Insurtech, or financial services industries a plus, but not required. Strong understanding of platform architecture, system integrations, operational workflows, and enterprise delivery models. Excellent communication and presentation skills, capable of engaging both technical and non-technical stakeholders. Demonstrated success translating client needs into solution designs and structured commercial proposals. High attention to detail, strong organizational skills, and the ability to manage multiple active deal cycles. Bachelor’s degree in Business, Technology, Engineering, or a related field; advanced degrees or certifications are a plus. Familiarity with insurance operations, underwriting, claims, and new business workflows is preferred. 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 $150,000 - $175,000, with offers reviewed to ensure fair, equitable pay based on skills, education, experience, training, and geographic location. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunities, tuition reimbursement, and 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. 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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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 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. Responsibilities
Lead the solution design process for new client opportunities, product expansions, and strategic renewals. Engage with clients and internal stakeholders to understand business requirements and translate them into solution blueprints. Facilitate detailed product demonstrations and guide clients through functional and technical solution discussions. Scope required configurations, integrations, services, and delivery plans to support each opportunity. Collaborate with Sales Operations and Pricing teams to develop pricing proposals, estimate delivery timelines, and structure commercial terms. Prepare tailored sales materials, leveraging product documentation and release notes. Identify and mitigate risks in solution design, ensuring executable and scalable delivery models. Work closely with Client Success and Implementation teams to transition finalized solutions into deployment phases. Support strategic account pursuits, multi-tower RFPs, and complex enterprise sales cycles. Qualifications
5+ years' experience in Customer Solutions Architecture, Deal Structuring, Pre-Sales, or Enterprise Consulting roles. Experience within SaaS, Insurtech, or financial services industries a plus, but not required. Strong understanding of platform architecture, system integrations, operational workflows, and enterprise delivery models. Excellent communication and presentation skills, capable of engaging both technical and non-technical stakeholders. Demonstrated success translating client needs into solution designs and structured commercial proposals. High attention to detail, strong organizational skills, and the ability to manage multiple active deal cycles. Bachelor’s degree in Business, Technology, Engineering, or a related field; advanced degrees or certifications are a plus. Familiarity with insurance operations, underwriting, claims, and new business workflows is preferred. 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 $150,000 - $175,000, with offers reviewed to ensure fair, equitable pay based on skills, education, experience, training, and geographic location. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunities, tuition reimbursement, and 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. 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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