Zinnia

Solutions Engineer

• Lead initial project scoping and analysis activities, including pricing exercises and impact assessments.
• Facilitate detailed Solution Definition meetings, ensuring all relevant stakeholders and materials are included to achieve a cohesive solution.
• Conduct solution planning sessions to align cross-functional teams and ensure clarity in delivery objectives.
• Leverage your knowledge of client implementations, operations, and Zinnia’s business offerings to ensure solutions are practical, aligned, and scalable.
• Act as the voice of the customer—translating business objectives into actionable Zinnia solutions that adhere to our IT and architectural frameworks.
• Identify opportunities for process improvement, innovation, and efficiency within client engagements.
• Support the estimation and proposal process by clarifying scope, dependencies, and risks.
• Partner with cross-functional teams (Operations, Technology, Finance, Compliance, Tax) to ensure comprehensive solution design.
• Assist with internal and external training initiatives to build organizational knowledge and support the ongoing evolution of delivery best practices.
• Serve as a trusted advisor, ensuring every client solution supports both strategic goals and operational realities.

Senior Solutions Consultant

Program Manager

• Provide program-level leadership and direction to cross-functional consulting teams, including subject matter experts, senior consultants, and technical specialists, ensuring alignment with client goals and organizational priorities.
• Forge strong partnerships across internal divisions and with external stakeholders to drive cohesive, outcome-oriented engagement strategies.
• Design and oversee holistic engagement plans for high-impact transformations, balancing priorities and resource capabilities while empowering team members to contribute their unique expertise to the broader delivery vision.
• Optimize resource allocation and capacity planning to ensure high-impact utilization, scalability, and overall project efficiency across portfolios.
• Partner with Consulting Leadership, Sales, Delivery, and Executive stakeholders to scope engagements, validate strategic alignment, and finalize resource and budget estimates.
• Provide executive oversight of project financials, including budget governance, risk management, and revenue optimization across engagements.
• Set and enforce an engagement’s delivery milestones, ensuring timelines are proactively managed and continuously aligned with evolving client needs; and hold team members accountable for delivery quality and communication.
• Deliver high-quality, data-driven project performance insights through executive-level reporting and strategic control metrics.
• Lead client communication with executive presence, fostering trust and transparency through consistent, value-driven interactions.
• Continuously build domain and solution expertise, enabling thought leadership and credibility as an engagement leader.

Sales

• Serve as the first point of contact for prospective customers via phone
• Demystify the industry jargon
• Use a consultative sales approach to guide customers
• Collaborate with sales teammates
• Continuously improve performance in a metrics-driven environment
• Ensure unparalleled service for prospective customers

Associate II, Life Sales

Account Manager

• 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.
• 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.
• 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.

Associate Director, Strategic Account Management

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. Analyze pricing strategies and profitability across product lines, customer segments.
• Work closely with corporate development, sales, marketing, and technology teams to assess total cost of ownership, which supports pricing for Zinnia’s products and solutions.
• 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

• 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 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.

Senior Solutions Consultant

Program Manager

Associate II, Life Sales

Associate Director, Strategic Account Management

Finance Manager, Commercial Strategy & Pricing

Finance Manager – Commercial Strategy, Pricing