Zinnia

Client Services Representative

• Take ownership of clients’ issues and coordinate with internal stakeholders for timely resolutions.
• Take lead in mentoring teammates to ensure constant improvement
• Develop best practices, standards, and policies for the team
• Completing research and providing analysis as needed to support Management in decision making
• Drive resolution of production issues
• Assist in the research and investigation of escalated production issues and engage teams for resolution
• Assist in identifying, developing and executing continuous improvement opportunities
• Facilitating business needs and priority identification
• Track incidents through completion while providing regular updates to both internal and external customers
• Document business impact, research and resolution steps and long-term preventative measures via incident reports
• Provide regular severity updates to Senior leadership, Others
• Flexibility in work schedule including regular participation in an On-Call rotation
• Role may require evening and/or weekend hours as needed to manage incidents/workload.

Client Support Lead

Technical Product Manager

• Act as the righthand to the Senior Director of Product and together lead, coach, and mentor junior product managers on the team
• Own a product area and be responsible for understanding and documenting user needs, define platform requirements solving complex use cases, define and manage roadmap and end-to-end product development from ideation to launch and subsequent iterations
• Oversee and drive execution of product lifecycle including product and market research, competitive analysis, planning, roadmap development, backlog management, requirements development and product launch
• Track execution, identify and solve blockers managing risks and achieving business targets
• Conceptualize and contribute into the product strategy with inputs from Sales, Marketing, Engineering, Customer Research and other cross functional teams
• Define Product Features and own the business and technical requirements
• Work collaboratively with large global cross functional teams
• Support Sales team in pre-sales initiatives to help close the sales
• Support Marketing team in content creation and market positioning
• Collaborate with the customer success team to deliver a customer specific solution, including customer specific features, prioritizing roadmap and incorporating learnings from ongoing support
• Build trusted advisor relationships with client stakeholders—from operational teams to executives.

Lead Technical Product Manager

Product Manager

• Own the product strategy, roadmap, and delivery of compliance, AML, and fraud detection capabilities
• Build and enhance controls across the policy lifecycle
• Develop intelligent monitoring systems that detect suspicious transaction patterns
• Define and deliver AML/KYC features such as identity verification
• Collaborate with Compliance, Legal, and Operations to translate regulatory requirements
• Guide integrations with external fraud, AML, and identity platforms
• Build internal tools for case management
• Drive a culture of risk-aware product development
• Support fraud and AML incident response

Lead Product Manager – Compliance and Fraud

Backend Engineer

• Work as part of a global, cross-functional team to develop innovative software for Zinnia’s stakeholders.
• Contribute to projects by creating well-designed, customized, testable, and efficient code for Life & Annuity Exchange.
• Assist our teams in providing ongoing support, troubleshooting, improvements, or custom enhancements to existing Life & Annuity Exchange.
• Flexibility to support the challenging development and delivery needs of Zinnia.
• Collaborate with our global teams, internal stakeholders, and customers.
• Ability to work in a fast-paced environment, recognize and react to changing business needs and effectively prioritize tasks.
• Must be self-motivated and able to work independently and in conjunction with team members and business units. Enthusiasm and flexibility to work on a variety of projects.

.NET Software Engineer, C#, APIs, AWS

Solutions Engineer

• Architect end-to-end solutions by integrating our product capabilities with customer business processes, data flows, and third-party systems.
• Serve as the strategic advisor during customer engagements, guiding clients on best-fit solution designs, product configurations, and implementation approaches.
• Translate abstract business requirements into functional product-driven designs and technical blueprints.
• Partner with Product Managers to influence roadmap priorities based on customer needs and market demand.
• Collaborate with Client functions and internal teams to create compelling solution narratives, demo strategies, including product launch initiatives.
• Interface with Engineering to ensure technical feasibility and product fit for complex solution designs.
• Lead workshops, discovery sessions, and technical deep dives with clients and internal stakeholders.
• Analyze and model customer business processes, identifying areas of improvement and how our product suite can deliver measurable value.
• Act as the voice of the customer internally, bringing insights that shape product evolution.
• Establish and promote architectural standards, reusable patterns, and design best practices across engagements.
• Maintain documentation such as solution design artifacts, integration specifications, and implementation roadmaps.
• Stay abreast of emerging technologies, industry trends, and competitor landscapes to inform product and solution strategy.
• Identify opportunities for new product capabilities based on gaps in current customer implementations.

Business Solutions Architect

Lead Product Manager

Technical Program Manager

• Serve as the primary customer touchpoint for interface file delivery, guiding clients to adopt Zinnia’s standard data specifications and minimizing customizations.
• Lead client discussions to ensure alignment, understanding, and long-term adherence to standardized data models.
• Own the lifecycle of interface specifications with Product and Data Engineering, ensuring specs are accurate, complete, and technically feasible.
• Translate business needs into clear, testable data specifications, including field mappings, data definitions, and quality rules.
• Coordinate across teams to ensure data interfaces are delivered accurately, reliably, and on schedule.
• Manage client onboarding, remove blockers, and track milestones, risks, and dependencies across multiple delivery programs.
• Champion data quality and governance standards across all interface data entities and upstream processes.
• Validate data readiness, identify upstream gaps, and enforce consistent adoption of Zinnia’s core data models.
• Create clear artifacts—documented data dictionaries, mapping guides, onboarding plans, FAQs, and status updates—to support client and internal alignment.
• Explain the value of standardized specifications and act as the bridge between technical teams and business/client stakeholders.
• Continuously enhance delivery processes through improved playbooks, testing frameworks, onboarding flows, and change management.
• Identify recurring client challenges and propose scalable solutions that reduce ad-hoc effort and increase overall efficiency.

Technical Program Manager – Client Interface, Data Standards

• Serve as the primary customer touchpoint for interface file delivery, guiding clients to adopt Zinnia’s standard data specifications and minimizing customizations.
• Lead client discussions to ensure alignment, understanding, and long-term adherence to standardized data models
• Own the lifecycle of interface specifications with Product and Data Engineering, ensuring specs are accurate, complete, and technically feasible.
• Translate business needs into clear, testable data specifications, including field mappings, data definitions, and quality rules.
• Coordinate across teams to ensure data interfaces are delivered accurately, reliably, and on schedule.
• Manage client onboarding, remove blockers, and track milestones, risks, and dependencies across multiple delivery programs.
• Champion data quality and governance standards across all interface data entities and upstream processes.
• Validate data readiness, identify upstream gaps, and enforce consistent adoption of Zinnia’s core data models.
• Create clear artifacts—documented data dictionaries, mapping guides, onboarding plans, FAQs, and status updates—to support client and internal alignment.
• Explain the value of standardized specifications and act as the bridge between technical teams and business/client stakeholders.
• Continuously enhance delivery processes through improved playbooks, testing frameworks, onboarding flows, and change management.
• Identify recurring client challenges and propose scalable solutions that reduce ad-hoc effort and increase overall efficiency.

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.

Client Support Lead

Lead Technical Product Manager

Lead Technical Product Manager

Lead Product Manager – Compliance and Fraud

.NET Software Engineer, C#, APIs, AWS

Business Solutions Architect

Lead Product Manager

Technical Program Manager – Client Interface, Data Standards

Technical Program Manager – Client Interface, Data Standards

Finance Manager – Commercial Strategy, Pricing

Editorial Assistant, AI Content