Zinnia · 1 day ago
Customer Solutions Architect (Pre-Sales)
Bridgewater, NJ
Full-time
Onsite
Senior Level
$150K/yr - $175K/yr
5+ years expZinnia is the leading technology platform for accelerating life and annuities growth. As a Customer Solutions Architect (Pre-Sales), you will design and structure solutions for prospective and existing Insurance Platform clients, collaborating with various teams to architect proposals that align with client needs and drive growth.
ConsultingInsuranceInsurTechLife InsuranceSaaS
Responsibilities
Lead the solution design process for new client opportunities, product expansions, and strategic renewals
Engage with clients and internal stakeholders to understand business requirements and translate them into solution blueprints
Facilitate detailed product demonstrations and guide clients through functional and technical solution discussions
Scope required configurations, integrations, services, and delivery plans to support each opportunity
Collaborate with Sales Operations and Pricing teams to develop pricing proposals, estimate delivery timelines, and structure commercial terms
Prepare tailored sales materials, leveraging product documentation and release notes
Identify and mitigate risks in solution design, ensuring executable and scalable delivery models
Work closely with Client Success and Implementation teams to transition finalized solutions into deployment phases
Support strategic account pursuits, multi-tower RFPs, and complex enterprise sales cycles
Qualification
Required
5+ years' experience in Customer Solutions Architecture, Deal Structuring, Pre-Sales, or Enterprise Consulting roles
Strong understanding of platform architecture, system integrations, operational workflows, and enterprise delivery models
Experience using enterprise software platforms (HubSpot, Salesforce, etc.)
Excellent communication and presentation skills, capable of engaging both technical and non-technical stakeholders
Demonstrated success translating client needs into solution designs and structured commercial proposals
High attention to detail, strong organizational skills, and the ability to manage multiple active deal cycles
Bachelor's degree in Business, Technology, Engineering, or a related field
Preferred
Experience within SaaS, Insurtech, or financial services industries
Advanced degrees or certifications
Familiarity with insurance operations, underwriting, claims, and new business workflows
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