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Tech Stack
Tools & technologiesSDLC
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Bachelor’s degree in Computer Information Systems, Business Administration, or a related field, or equivalent work experience.
- 7–10 years of experience in the life, annuity, or financial services industry, with significant exposure to both business and technology functions.
- Proven expertise in business analysis, systems analysis, or solution design within enterprise technology environments.
- Deep understanding of the interdependencies between Operations, Technology, and corporate functions such as Finance, Compliance, and Tax.
- Strong grasp of methodologies supporting the planning and requirements phases of the SDLC.
- Knowledge of agile practices and familiarity with collaboration tools such as JIRA and Airtable.
- Excellent communication, facilitation, and relationship management skills.
- Strong analytical and problem-solving skills, with the ability to think both strategically and tactically.
- Experience leading client-facing solution sessions and presenting to executive-level stakeholders.
- High proficiency in Microsoft Office Suite and Google Workspace; familiarity with project management tools preferred.
- Ability to work both independently and collaboratively in a fast-paced, matrixed environment.
- Occasional travel for client meetings or workshops.
Benefits
Comp & perks- Health/dental insurance
- Parental leave
- 401(k)
- Incentive/bonus opportunity
- Tuition reimbursement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business analysissystems analysissolution designSDLC methodologiesagile practicesprocess improvementimpact assessmentspricing exercisessolution planningclient implementations
Soft Skills
communication skillsfacilitation skillsrelationship managementanalytical skillsproblem-solving skillsstrategic thinkingtactical thinkingcollaborationtrustworthinessadaptability