Jobs at Zinnia (zinnia.com)

Manage inbound phone leads from prospective life insurance customers, explain insurance concepts, guide applicants through the application process, and deliver a consultative customer experience. Collaborate with sales teammates to resolve complex issues, meet KPI-driven performance goals, and improve sales results through coaching and ongoing development. The role is remote, with some evening and weekend availability required.

Lead and deliver multiple technology projects by partnering with product and engineering teams. Develop project scope, schedule, budget, and resource plans; manage dependencies, risks, and stakeholder communications; facilitate Agile ceremonies and PMO governance; produce status reports and documentation; and continuously improve project management processes to ensure on-time, on-budget delivery.

Prepare and review month-, quarter-, and year-end financial statements, cash flows, consolidations, intercompany eliminations, equity rollforwards, and audit documentation. Partner with FP&A and leadership on investor reporting, coordinate financial statement footnotes, monitor audit requests, maintain GAAP checklists, review P&L coding, and prepare going concern and acquisition analyses. The role also supports reconciliations and ad hoc reporting.

Develops, tests, deploys, and maintains enterprise software for life and annuity exchange platforms. Responsibilities include building C#/.NET applications and REST APIs, integrating AI capabilities, managing AWS infrastructure, developing SQL Server solutions, troubleshooting existing platforms, and collaborating with global stakeholders and clients. The role also contributes to architecture, technical documentation, deployment support, and mentoring junior engineers.

Performs financial planning, analysis, reconciliation, tax reporting, and compliance activities for life insurance and annuity products. Manages withholding balances, prepares and reviews tax filings such as 1099-R, executes tax treatment processes, resolves beneficiary and death-benefit taxation issues, maintains controls and documentation, and drives process improvements. Collaborates with actuarial, finance, and legal teams while supporting US accounting processes including general ledger, accounts payable, accounts receivable, billing, and payments.

Lead enterprise Zscaler ZIA and ZPA deployment, policy management, troubleshooting, and optimization. Manage Cisco Meraki infrastructure and AWS networking, including VPCs, Transit Gateway, routing, NACLs, and security groups. Implement network segmentation, zero trust access, automation, documentation, threat monitoring, and security improvements. Collaborate cross-functionally, lead projects, and mentor junior team members.

Process purchase order and non-purchase order invoices, match invoices to goods receipt notes, reconcile supplier statements, process payments and staff expenses, maintain documentation, prepare journal entries, support general ledger activities, assist with month-end close and audits, and maintain internal controls.

Supports the CEO and executive leadership by managing calendars, domestic and international travel, expenses, correspondence, follow-ups, events, and workflow improvements. Acts as a liaison among clients, partners, vendors, and internal teams while handling confidential information. Requires strong organization, communication, discretion, independent judgment, and proficiency with Outlook, Microsoft Office, Adobe, Slack, and Concur.

Drive the product lifecycle for life insurance and annuity technology solutions, including research, roadmap development, requirements, launches, and commercialization. Evaluate market opportunities and build-versus-buy decisions, identify product gaps, manage API integrations with engineering teams, coordinate releases, and investigate escalated production issues. Document business impacts, resolutions, and preventative measures while collaborating with cross-functional stakeholders.

Own roadmap and lifecycle for case-management (intake, requirements, underwriting, placement). Lead technical discussions, manage end-to-end requirements, define delivery timelines, ensure architecture alignment, act as customer technical liaison, lead releases, mentor product managers, and ensure compliance with data-privacy and regulatory needs.

Own Policygenius’ organic, paid, and influencer social media strategy. Responsibilities include planning and optimizing paid campaigns, managing influencer relationships, creating content, engaging communities, conducting testing, tracking performance metrics, producing leadership reports, and collaborating with creative, content, legal, sales, and analytics teams. The role drives brand awareness, engagement, customer acquisition, and advocacy while ensuring compliance with regulatory requirements.

Strengthen internal controls across financial systems by documenting processes, assessing risks, testing controls, analyzing exceptions, supporting audits, tracking remediation, and reviewing system implementations and configurations. The role partners with Finance, Accounting, IT, Information Security, and Audit teams to ensure controls remain effective and audit-ready while identifying opportunities for automation and improved operational efficiency.

Owns life insurance and annuity product initiatives across research, roadmap development, requirements, integrations, releases, commercialization, and production issue resolution. Evaluates customer needs, market trends, partnerships, and build-versus-buy decisions. Collaborates with engineering and cross-functional teams to develop scalable technical and business solutions, manage APIs, assess product performance, and document incident resolutions.

Own and prioritize the CIAM product backlog across consumer, partner, and workforce identity. Write requirements for authentication, authorization, and lifecycle features; partner with Engineering, Security, and Compliance; evaluate build-vs-buy; track identity metrics; and support releases to balance security, usability, and regulatory needs.

Leads client-facing solution scoping, discovery, definition, planning, estimation, and proposal support for enterprise insurance technology engagements. Translates business objectives into scalable solutions aligned with IT and architecture standards, coordinates Operations, Technology, Finance, Compliance, and Tax stakeholders, identifies process improvements, and facilitates executive-level sessions. Also supports training, relationship management, and delivery best practices within life, annuity, and financial services contexts.

Lead global compensation design and administration across US, India, and Canada. Maintain job architecture in Kamsa, run biannual compensation cycles, perform market pricing and internal equity analyses, support promotions/off-cycle pay, produce reports/dashboards, partner with HR/Finance/Legal/Payroll, and support pay equity, commission programs, and compensation-related training and documentation.

Provide practical legal advice on complex commercial agreements (SaaS, licensing, professional services, TPA), draft and negotiate contracts, manage post-signature issues, build contracting tools (templates, playbooks), and partner cross-functionally with Sales, Product, Finance, InfoSec, Privacy, and Compliance.

Lead strategic account management for major life and annuities clients, acting as single point of client ownership. Drive client satisfaction, governance, cross-functional delivery, financial oversight, KPI scorecards, identify growth opportunities, and guide internal teams to implement client-focused technology and service roadmaps.