Sr Customer Success Analyst (remote)
Quiq
SQLTableau
Program Manager – Data & AI Insights
Zinnia
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $150,000 - $170,000 per year
Job Level
SeniorLead
Tech Stack
Tableau
About the role
- Own and manage Zinnia’s data and AI insights program, defining the roadmap, priorities, and execution strategy.
- Work across stakeholders to shape, prioritize, and deliver data products that serve carrier and distribution clients.
- Serve as the “voice of the field,” bringing Life & Annuities sales and distribution experience to guide product decisions and translate client needs into actionable data requirements.
- Anticipate and articulate how carriers, distributors, and advisors will use data in daily workflows — from quoting and sales to policy management and servicing.
- Partner with Product, Data Science, Data Engineering, and AI/Analytics teams to ensure data products are accurate, actionable, and aligned with business needs.
- Shape dashboards, reports, and analytics products that help clients grow sales, reduce inefficiencies, and better serve policyholders.
- Champion adoption of new data-driven tools with internal stakeholders and clients, providing understanding, training, and usage support.
- Bridge sales/distribution leaders and technical teams to ensure business-led but technically feasible solutions.
- Monitor industry trends, competitive practices, and client pain points to inform product development and identify early adopters.
Requirements
- 10+ years of experience in insurance or annuity sales, distribution, wholesaling, or relationship management roles.
- Strong understanding of how carriers, distributors, and advisors operate, and where data and analytics create value.
- Demonstrated ability to lead cross-functional programs that involve multiple stakeholders and complex deliverables.
- Excellent communication and storytelling skills — able to translate industry needs into product requirements and explain insights to both technical and business audiences.
- Proven ability to influence and build trust with executives, sales teams, and product/technology partners.
- A client-first mindset with a passion for improving the way insurance is bought, sold, and serviced through data.
- (Bonus) Background in Life and Annuities Industry, Insuretech and SaaS Providers, Consulting in the Life and Annuities Industry, Distribution Leaders or Analytics or Data Leaders in the financial services space who have had insurance clients.
- (Bonus) Experience working directly with carriers, IMOs, BGAs, broker-dealers, or banks in a distribution context.
- (Bonus) Familiarity with data visualization and analytics tools (e.g., Power BI, Tableau, Looker).
- (Bonus) Background in program management or product management in a SaaS or financial services setting.
- (Bonus) Strong network in the Life & Annuities ecosystem and awareness of industry trends.
