Zinnia

Financial Planning and Analysis

• Perform data-driven financial modeling and scenario analysis to support product and client pricing decisions.
• Develop and maintain pricing models to ensure competitive and profitable pricing strategies
• Work closely with corporate development, sales, marketing, and technology teams to assess total cost of ownership
• Develop and maintain revenue KPIs for Zinnia and each of its business segments
• Monitor industry trends and competitive pricing strategies
• Analyze client and product profitability to optimize pricing structures
• Assist in preparing reports and presentations for senior management
• Support annual budgeting and forecasting processes with pricing and cost insights
• Build cross-functional relationships and provide strategic finance partnership to leadership across the organization

Finance Manager – Commercial Strategy, Pricing

Content Marketing Manager

• Brief in, edit, and publish AI-generated life insurance content on Policygenius.com, ensuring accuracy, clarity, and compliance with our editorial and brand guidelines.
• Support our SEO content strategy by helping brainstorm new article ideas, identifying content gaps, and contributing to AI/SEO-driven projects that boost rankings and lead generation.
• Maintain consistency of voice, tone, and quality across all life insurance content on the site.
• Update life insurance articles and rate tables as product information, pricing, and regulations evolve.
• Monitor content performance using analytics tools and share insights that inform content improvements and strategy.
• Work cross-functionally with editors, marketing specialists, and other teams to ensure content aligns with audience needs and business goals.
• Stay informed about emerging AI and SEO trends and contribute ideas for growing visibility across AI-powered discovery channels.

Editorial Assistant, AI Content

Manager

• Manage all communications, internal and external related to assigned client accounts
• Learn the details of business objectives, practices, and processes of L&A Exchange business to support detailed analysis of client requests
• Identifies client requirements, defines the scope of project and solutions overview to create Statement of Work or Software Requirements Specification as applicable, establishes timeframes for completion, develops specifications, and prepares the necessary documentation
• Responsible for managing the complete lifecycle of the project implementation and supporting Work Requests
• Develop work-specific deliverables to enable successful delivery of the work in production
• Manage and track business prioritization, deployment, support, and billing via Team Foundation Server (TFS)
• Coordinate with different teams involved in the project, across countries and time zones to develop the project requirements
• Trains clients on the use of the system and other services may assist with developing training materials
• Handle multiple clients and relevant projects simultaneously
• Manage projects that require cross-team and cross-functional coordination
• Identify and assist clients in necessary preparations for all project pre and post-launch requirements
• Issue/Risk tracking and resolution
• Support clients with their testing of change requests and platform enhancements, including investigating and resolving issues
• Debug product profiles (PPfL/PPfA) and forms (PDF) issues both in production and in test
• Respond promptly to clients’ questions about their platform via emails and telephone calls
• Provide regular status reports to major accounts, and to any customer that has open, unresolved issues or questions
• Maintain working knowledge of L&A Exchange operating systems; must continue to stay apprised of changes to these systems and how they may impact particular clients
• Knowledge of client contracts. Handle client billing and inquiries.
• Refer to the senior management team for client escalations and approval for scheduling clients’ professional services in a release
• Manage the build, configuration, testing, and deployment of a new distributor/carrier client’s platform. All functionality sold and described in the contract, plus any additional work that may be identified during the implementation process is included in the project deliverables. The Sr. Client Implementation Services Manager champions the customer’s project internally to the product development team, sales and marketing, development, QA, and Production Support.

Senior Client Account & Services Manager

Product Manager

• Drive or contribute into the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch
• Analyze consumer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective
• Gain a deep understanding of existing systems, customer experience, identify and fill product gaps and generate new ideas that grow market share, improve customer experience and drive growth
• Represent the company by visiting customers to solicit feedback on company products and services
• Works with a cross-functional team to ensure fulfillment of product requirements, evaluates product performance and transition products from development to commercialization
• Assists in determining product delivery and deployment dates for new product releases, feature and maintenance releases and regular corrective service or service pack releases.
• Acts as a technical consultant to the product organization and leads research, and prototyping of innovative technologies and products
• Acts as a customer liaison on technical issues related to product integration, custom development and requirements
• May lead major releases and ensure feature enhancements respond to customer requests.
• Support Sales team in pre-sales initiatives to help close the sales

Associate Product Manager

Accounting Manager

• Closely work with the Company’s controller in the revenue recognition area, ensuring accuracy, consistency, and compliance for the Company’s insurance platforms business.
• Support the Company’s controller with review and analysis of new and renewal of customer contracts. Familiarity with the five-step ASC 606 framework.
• Assist in preparing clear and well-supported revenue recognition memos and audit documentation to support company conclusions.
• Partner with cross-functional stakeholders to discuss revenue recognition analysis, monthly variances, and deal structures.
• Lead month-end and quarter-end close activities for revenue and related accounts, including accounts receivable and deferred revenue.
• Review account reconciliations, identify and resolve discrepancies, and communicate findings with the Controller and broader finance leadership.
• Participate in deal reviews and provide guidance on revenue and billing implications.
• Provide oversight and guidance to the billing team, including assisting with the investigation and resolution of billing discrepancies.
• Support internal and external audits by delivering timely, accurate, and well-organized documentation.
• Perform ad-hoc analyses to support management decision-making and business initiatives.
• Develop, enhance, and maintain effective revenue accounting controls, processes, and documentation to support a growing organization.

Revenue Accounting and Billing Manager

Full-stack Engineer

• Design and implement API policies, procedures, and guidelines.
• Develop enterprise API solutions using an industry leading API platform (Kong).
• Help junior developers to make sure that the enterprise API solutions are implemented correctly and in a timely manner.
• Integrate the enterprise CIAM solution for all internal and external APIs.
• Collaborate with CIAM team to extend its capability to serve our clients.

Senior Software Engineer, API

• Design, develop, document, and maintain scalable, secure, and reusable software components and applications
• Contribute to defining and implementing coding standards, design patterns, and testing practices
• Build and maintain enterprise APIs following best practices
• Support enhancements to the software development and deployment lifecycle
• Implement and automate unit, functional, integration, and contract tests
• Write high-quality, maintainable, and performant code
• Work closely with architects, product managers, and engineers
• Integrate applications with enterprise Identity and Access Management solutions
• Stay current with emerging technologies

Senior Software Engineer

• Design, develop, document, and maintain scalable, secure, and reusable software components and applications — spanning both back-end services/APIs and front-end interfaces
• Contribute to defining and implementing coding standards, design patterns, and testing practices across services and integrations
• Build and maintain enterprise APIs following best practices and collaborate with the API management team to implement gateway capabilities (traceability, monitoring, security, analytics)
• Support enhancements to the software development and deployment lifecycle for improved speed, quality, and reliability
• Implement and automate unit, functional, integration, and contract tests for services, APIs, and applications
• Write high-quality, maintainable, and performant code; participate in peer code reviews
• Work closely with architects, product managers, and engineers to design solutions that align with enterprise goals
• Integrate applications and APIs with enterprise Identity and Access Management (IAM) solutions
• Stay current with emerging technologies and bring ideas to improve scalability, performance, and developer experience

• Drive execution of the full product lifecycle: research, analysis, planning, roadmap development, requirements gathering, and launch.
• Conduct market and consumer research, evaluate trends, and assess build vs. buy opportunities to deliver maximum ROI.
• Understand existing systems and identify product gaps, generating innovative solutions that improve customer experience and drive growth.
• Collaborate with cross-functional teams (engineering, design, QA, business stakeholders) to ensure delivery of high-quality solutions.
• Manage API integrations and ensure seamless platform interoperability.
• Engage in client interactions, gathering feedback, managing expectations, and ensuring alignment with business needs.
• Lead incident investigations, document business impact, and drive long term preventative measures.
• Partner with stakeholders to define delivery timelines, monitor product performance, and ensure successful commercialization of features.

Product Manager II

• Drive execution of the full product lifecycle: research, analysis, planning, roadmap development, requirements gathering, and launch.
• Conduct market and consumer research, evaluate trends, and assess build vs. buy opportunities to deliver maximum ROI.
• Understand existing systems and identify product gaps, generating innovative solutions that improve customer experience and drive growth.
• Collaborate with cross-functional teams (engineering, design, QA, business stakeholders) to ensure delivery of high-quality solutions.
• Manage API integrations and ensure seamless platform interoperability.
• Engage in client interactions, gathering feedback, managing expectations, and ensuring alignment with business needs.
• Lead incident investigations, document business impact, and drive long-term preventative measures.
• Partner with stakeholders to define delivery timelines, monitor product performance, and ensure successful commercialization of features.