Zinnia - Client Delivery Consultant

Who We Are:

- Zinnia is the leading technology platform for accelerating life and annuities growth.

- With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products.

- All of which enables more people to protect their financial futures.

- Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do.

- Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

Who You Are:

- A Client Delivery Consultant will have a background in the annuity and insurance industry, specifically related to the Zinnia model.

- The Consultant will have a solid background in the interdependencies between Operations, Technology Capability areas (key systems, platforms) and department outside of delivery (Finance, Fund Management, Compliance, Tax).

- They will have the ability to build relationships with technical and non-technical clients, both internal and external.

- Client Delivery Consultants have a strong grasp of the client business, implementation ecosystem and Zinnia platforms and are the voice of the customer internally to ensure the proposed solution meets the business objective.

- They have strong attention to detail, are problem solvers and can translate between the External Client, Information Technology, Operations, and Management teams to progress the right solution,.

What You'll Do:

- Lead the initial project scope and analysis activities, including pricing exercises.

- Lead/Facilitate detailed Solution Definition meetings, ensuring track meetings are well defined and address the necessary material to drive to a holistic solution.

- Facilitate solution planning sessions to ensure efficient use of time with take-aways for internal alignment if necessary.

- Incorporate knowledge of the existing client implementation and business offerings as consideration of impact and alignment when driving scoping sessions.

- Act as the voice of the customer to translate the business objective into an approach prescribed by Zinnia.

- Ensure solutions for each client adhere to the Zinnia IT framework, architectural strategic direction and support the clients' business objective.

- Provide thought equity to identify new and innovative business analysis tools and techniques in response to business needs.

- Assist other Capability areas in identifying scope changes and facilitating the dissemination of information to the appropriate Delivery Team.

- Support the movement of internal and external project requests through the estimation process.

- Assist with training program and associated documentation to support knowledge repositories.

What You'll Need:

- Bachelor's degree in Computer Information Systems, Business Administration, or a related field, or equivalent work experience.

- 6 plus years in business and / or systems analysis or related experience preferred.

- 8+ years' experience in Annuity, mutual funds, financial services, or life insurance work experience preferred.

- Solid background in the interdependencies between Operations, Technology Capabilities and department outside of delivery.

- Strong knowledge and practice of the techniques necessary to manage the activities related to planning and requirements/analysis phases of the SDLC (Software Development Life Cycle).

- Hands-on leader who knows the day-to-day aspects of tasks well enough to offer clear direction to team members.

- Outlook/Word//Excel/PowerPoint experience, with knowledge of Project Management tools