Zinnia · 10 hours ago
Sr. Client Account & Services Manager
Alpharetta, GA
Full-time
Onsite
Senior Level
6+ years expZinnia is the leading technology platform for accelerating life and annuities growth. The Sr. Client Account & Services Manager is responsible for managing client relationships, understanding client requirements, and overseeing project implementations to ensure successful delivery of services.
ConsultingInsuranceInsurTechLife InsuranceSaaS
Responsibilities
Manage all communications, internal and external related to assigned client accounts
Learn the details of business objectives, practices, and processes of L&A Exchange business to support detailed analysis of client requests
Identifies client requirements, defines the scope of project and solutions overview to create Statement of Work or Software Requirements Specification as applicable, establishes timeframes for completion, develops specifications, and prepares the necessary documentation
Responsible for managing the complete lifecycle of the project implementation and supporting Work Requests
Develop work-specific deliverables to enable successful delivery of the work in production
Manage and track business prioritization, deployment, support, and billing via Team Foundation Server (TFS)
Coordinate with different teams involved in the project, across countries and time zones to develop the project requirements
Trains clients on the use of the system and other services may assist with developing training materials
Handle multiple clients and relevant projects simultaneously
Manage projects that require cross-team and cross-functional coordination
Identify and assist clients in necessary preparations for all project pre and post-launch requirements
Issue/Risk tracking and resolution
Support clients with their testing of change requests and platform enhancements, including investigating and resolving issues
Debug product profiles (PPfL/PPfA) and forms (PDF) issues both in production and in test
Respond promptly to clients’ questions about their platform via emails and telephone calls
Provide regular status reports to major accounts, and to any customer that has open, unresolved issues or questions
Maintain working knowledge of L&A Exchange operating systems; must continue to stay apprised of changes to these systems and how they may impact particular clients
Knowledge of client contracts. Handle client billing and inquiries
Refer to the senior management team for client escalations and approval for scheduling clients’ professional services in a release
Manage the build, configuration, testing, and deployment of a new distributor/carrier client’s platform. All functionality sold and described in the contract, plus any additional work that may be identified during the implementation process is included in the project deliverables. The Sr. Client Implementation Services Manager champions the customer’s project internally to the product development team, sales and marketing, development, QA, and Production Support
Qualification
Required
4-year college degree required
6+ years of relevant work experience with 4 years in a project management position
Methodical critical thinking, analytical, problem solving, and organization skills
Excellent communication, both in-person and on the telephone, as well as in written correspondence
An appropriate blend of project management knowledge, experience, coursework, and credentials
Good interpersonal skills, and team leadership with a customer-focused, relationship-driven attitude
Ability to identify client requirements and to write Business Requirements Documents and Software Requirement Documents with no secondary support
Must have strong aptitudes to learn new technical skills
Proficiency in working with Microsoft Office
Should be able to take effective minutes of meeting and follow up on action items
Ability to travel as required, up to 15% travel may be required
Meet established attendance, work, and performance standards
Mastery of scheduling and time management skills
Ability to work well in a team environment
Preferred
Knowledge of XML, JavaScript, and SQL preferred
Insurance/financial services (Life and Annuity) industry knowledge
Experience with Web-based software as a service (SaaS) applications
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
Life Insurance International
2026-01-22
Hypepotamus
2025-12-24
Company data provided by crunchbase