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Client Account Services Lead

Zinnia
Location
Alpharetta, GA - Hybrid
Posted
27 days ago
Department
Technology
What they actually want (must-haves)
  • Bachelor's degree in Computer Information Science or a related field; equivalent professional experience considered in lieu of a formal degree
  • 6+ years of relevant experience, including as a B2B SaaS Account Manager or in a project management/Business Analyst capacity providing full software platform and business support to customers
  • Methodical, analytical, critical thinking with strong problem-solving and organizational skills
  • Excellent communication skills, in person, by phone, and in writing
  • Proven ability to independently author Business Requirements Documents (BRDs) and Software Requirements Specifications (SRS)
  • A solid blend of project management knowledge, experience, coursework, and/or credentials
Nice to have
  • Familiarity with XML, JavaScript, and SQL
  • Experience in Life Insurance and Annuities or the broader financial services sector
  • Proficiency using web-based Software as a Service (SaaS) applications
  • Prior experience working with distributed teams across time zones
What the job really is

As a Client Account Services Lead at Zinnia, you will act as the primary liaison between clients and internal teams, ensuring effective communication and support throughout the software implementation lifecycle. Your role involves analyzing client needs, managing project delivery, and maintaining strong relationships while advocating for client interests within the company. You will also be responsible for documentation, project management, and providing training to clients on system usage.

Benefits
  • Excellent career progression
  • Competitive compensation
  • Health/dental insurance
  • Parental leave
  • 401(k)
  • Incentive/bonus opportunity
Things to weigh
  • No salary listed
  • Role involves managing multiple clients and projects simultaneously, which may require strong multitasking abilities
  • Position requires flexibility to travel up to 15%
  • Experience in the financial services sector is preferred but not mandatory
Job score3.4/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency0/5

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