Zinnia · 1 day ago
Director, Client Delivery Lead
Bridgewater, NJ
Full-time
Hybrid
Senior Level, Lead/Staff
$180K/yr - $200K/yr
10+ years expZinnia is the leading technology platform for accelerating life and annuities growth. The Director, Client Delivery Lead is responsible for executing client project work, leading a team to meet client targets, and ensuring adherence to project management standards across the organization.
ConsultingInsuranceInsurTechLife InsuranceSaaS
Responsibilities
Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value
Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year
Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders
Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues
Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality
Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan
Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly
Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope
Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools
Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client
Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation
Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned
Qualification
Required
Bachelor's degree in business or a closely related field, or equivalent work experience
10 plus years of Project Management Experience
15 plus total technology experience
Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc)
Demonstrated understanding and experience within full software development project lifecycle in complex technical environments
Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc
Knowledge of IT systems, governance and compliance
Proven problem solving, decision making, analytical and organizational skills are required
Ability to tailor communications and influence critical decisions with a variety of stakeholders
Capability to work within broadly defined parameters
Strong results orientation, organization and management skills
Lead and focus the efforts of others to established goal
Effectively drive results with cross-functional teams in a matrixed organization
Experience with conversions and implementations
Mentor Technical Project Managers as required
Develop relationships, with a strong focus on communication and change management
Knowledge of annuities and life products
Able to travel a minimum of 10% of the time
Preferred
Master's Degree preferred
CAPM, PMP or similar designation preferred
4-6 years in an Agile environment preferred
Experience with third-party system support with preference given to insurance / financial services platforms
PMI- ACP, CSM or equivalent preferred
Benefits
Health/dental insurance
Parental leave
401(k)
Incentive/bonus opportunity
Tuition reimbursement
Company
Zinnia
Zinnia provides insurance software solutions.
1001-5000 employees
H1B Sponsorship
Zinnia has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (44)
2023 (24)
2022 (28)
2021 (14)
2020 (17)
Funding
Current Stage
Late StageTotal Funding
$300MKey Investors
Vista Equity Partners
2024-10-15Debt Financing· $300M
Leadership Team
George Esposito
CEO
Ash Sawhney
Head of Life and Annuity Exchange Solutions
Recent News
Hypepotamus
2025-12-24
2025-11-18
2025-09-26
Company data provided by crunchbase