Client Account Representative Jobs

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHAT YOU’LL DO: Prepare month/quarter/year-end financial statements, including cash flows for leadership reviews. Timely address comments received. Partner with FP&A in preparing and reviewing period end investor/leadership reporting. Perform financial data reconciliations in various systems internally utilizing to ensure accurate financial reporting. Perform consolidations and intercompany eliminations. Maintain and timely update equity rollforward and capitalization table for investor submissions. Collaborate with various process owners and departments to collect information needed for financial statement footnotes. Facilitate leadership review of the financial statements and timely address comments received. Responsible for tracking open audit request items and timely providing requested items for audit completion. Prepare annual GAAP checklist. Participate in process walkthrough meetings for the audit. Obtain details and prepare acquisition footnote where applicable. Review P&L coding to ensure proper presentation of related costs. Prepare year-end going concern analysis and memo. Assist with internal ad-hoc reporting/requests. WHAT YOU’LL NEED: Bachelor’s degree, advanced degree a plus . CPA with Big 4 experience. 8-10 years of public and/or private accounting experience. Excellent analytical, problem-solving, and organizational skills. Ability to work independently and in a team envi

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: You are a Techno-functional Product Manager with 5+ years of Product Management experience who thrives at the intersection of technology and business. You will be responsible for driving product initiatives, managing integrations, and collaborating closely with cross-functional teams to deliver scalable and impactful solutions. WHAT YOU’LL DO: Contribute into the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch Analyse consumer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective Gain a deep understanding of existing systems, customer experience, identify and fill product gaps and generate new ideas that grow market share, improve customer experience and drive growth Works with a cross-functional team to ensure fulfilment of product requirements, evaluates product performance and transition products from development to commercialization. Assists in determining product delivery and deployment dates for new product releases, feature and maintenance releases and regular corrective service or service pack releases. Assist in Developing and executing proposed business and technical solutions. Work with engineering teams to design and manage API integrations across platforms. Assist

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: You are a Techno-functional Product Manager with 5+ years of Product Management experience who thrives at the intersection of technology and business. You will be responsible for driving product initiatives, managing integrations, and collaborating closely with cross-functional teams to deliver scalable and impactful solutions. WHAT YOU’LL DO: Contribute into the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch Analyse consumer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective Gain a deep understanding of existing systems, customer experience, identify and fill product gaps and generate new ideas that grow market share, improve customer experience and drive growth Works with a cross-functional team to ensure fulfilment of product requirements, evaluates product performance and transition products from development to commercialization. Assists in determining product delivery and deployment dates for new product releases, feature and maintenance releases and regular corrective service or service pack releases. Assist in Developing and executing proposed business and technical solutions. Work with engineering teams to design and manage API integrations across platforms. Assist

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: As Senior Product Manager for Customer Identity & Access Management (CIAM), you will own the roadmap for how carriers, distributors, partners, and policyholders securely access Zinnia’s platform. You will lead the identity product area end to end — authentication, authorization, and the full user lifecycle — balancing strong security and regulatory compliance with a frictionless experience across Zinnia’s products. You will partner closely with Engineering and Security, and work across Zinnia’s Product Organization to keep the identity experience aligned with company strategy while delivering measurable value. WHAT YOU’LL DO: Own the CIAM product roadmap and strategy spanning consumer (policyholder), partner (distributor/agent), and workforce identity across Zinnia’s platform. Lead the product direction for core identity capabilities — authentication (SSO, MFA, passwordless, adaptive/risk-based), authorization (RBAC/ABAC, fine-grained and delegated access), and the full user lifecycle (registration, provisioning/SCIM, recovery, deprovisioning). Set standards and technical direction around modern identity protocols (OAuth 2.0, OpenID Connect, SAML, SCIM) in partnership with Engineering and Architecture. Drive build-vs-buy and platform decisions for identity providers and services, and own the integration strategy across Zinnia products. Balance security, privacy, and usability — re

The Data Analyst, Revenue Operations is responsible for turning data from multiple source systems into the reporting, models, and visualizations that power revenue, sales, and operations decision-making. Reporting into the Revenue Operations organization, this role combines hands-on SQL and data modeling with predictive segmentation, opportunity analysis, and dashboard development — and serves as a trusted reporting partner to teams across the business. You will work primarily within Revenue Operations while collaborating cross-functionally with Sales, Business and Technical Operations, Sales Enablement, Support, and Finance to get things done. About NMI NMI, a global leader in payment technologies, allows software and sales professionals to deliver payment innovations to their clients without having to build payment expertise in house. NMI enables our partners with choice, and challenges the one-size-fits-all approach to payments. You've probably used NMI in the last 24 hours without even realizing it. We're the platform that powers success for innovative tech created by SMBs, entrepreneurs and fintech startups. We're creative problem solvers who help visionaries smash through boundaries and think beyond what's possible so they can think about what's next. But we're not just built for the tech savvy. We democratize the latest payments technology so that everyone can realize the benefits of easy payments across the full spectrum of commerce. Our mission is to use our expertise to enable more payments, in more ways and more places. We provide ISOs, Fintech Innovators and Technologists the freedom to focus on what they do best, liberating them from restricted payment solutions and giving them access to the latest payment technology now and in the future. How We Work - Our Core Values * Be a Good Person, It's Simple. We treat everyone fairly and with respect. We lead with kindness, humility and integrity. We take the time to understand each other and our customers. And

About Goods & Services Goods & Services is a product design and engineering company. We solve mission-critical challenges for some of the world’s largest enterprises, with deep expertise in highly regulated industries—including life sciences and financial services . Our design-led approach allows us to apply cutting-edge capabilities in AI, Data and Hardware Engineering to companies of any size. Headquartered in the United States , we operate regional development centers in Mexico and the United Kingdom . This global footprint—anchored by our nearshore model—enables us to deliver at scale with the speed, efficiency, and cultural alignment our clients expect. At Goods and Services, we value diversity and are committed to creating an inclusive workplace where everyone can thrive. We are proud to be an Equal Opportunity Employer and welcome qualified applicants from all backgrounds. About the job Goods & Services is looking for a Senior Software Engineer in Test who will deep into the challenging problems, come up with the solutions, and build innovative features which transform customers’ experience and bring efficiency by applying in the software build and delivery process. What you’ll do: Work closely with the Test automation engineers and cross functional product owners to translate the acceptance criteria to technical documents to write the automation scripts and integrate it with Test Automation framework and CI/CD pipeline. Provide the progress status update to Project manager and reporting manager. Ensure you work in align with the given project schedule for you and the team. Ensure all the functional requirements, business process flows are understood, and tested on the test, UAT env in adherence with the Quality assurance process and procedure . What you’ll need: Bachelor’s degree in computer science or related field. 5+ years of experience in manual testing, automated testing and test plan preparation.

Job Overview: We are seeking an experienced Azure Cloud Application Architect to design and implement enterprise-grade, cloud-native solutions using Azure services. This role involves defining best practices for architecture, governance, security, and cost optimization while enabling CI/CD and Infrastructure as Code. You will provide technical leadership, mentor teams, and act as a trusted advisor to clients, driving modernization, migration, and innovation initiatives. The position also includes pre-sales and post-sales engagement, building strategic partnerships, and contributing to thought leadership through white papers and presentations. Experience : 10+ years Key Responsibilities: Design and implement cloud-native application architectures using Azure services (App Services, AKS, Functions, Service Bus, etc.). Collaborate with stakeholders to translate business requirements into technical solutions. Establish governance, cost optimization, and security best practices for Azure applications. Work closely with DevOps teams to enable CI/CD pipelines and infrastructure as code (IaC). Provide technical leadership, mentoring, and guidance to development teams. Define and implement best practices architecture design, deployment, and operations. Design highly available, scalable, and cost-effective cloud solutions meeting business requirements. Collaborate with cross-functional teams, including DevOps, development, and business units, to align cloud solutions with organizational goals. Analyse complex technical issues, provide recommendations, and lead the resolution efforts for cloud-related challenges. Build capabilities, offerings, service accelerators and differentiators. Build a go-to-market strategy that highlights our cloud offerings that best support our customers' challenges. Innovation and Thought leadership, bringing out white papers, blogs, presentations, and collaterals. Responsible for delivering solutions archi

📍 Location: Athens, GR 🏢 Weekly office requirement: Hybrid – 1 day/week 💼 Employment type: Permanent, employee, full-time 🪜 Seniority level: Mid 🌐 Language: All stages of the recruitment process will be conducted in English At GWI we're always looking for extraordinary people who thrive on making an extraordinary impact. Right now we're looking for a Product Experience Executive to play a key role in our Product team in Athens . If that's you, and making a difference gets you out of bed in the morning, keep reading. It could be the start of something, well, extraordinary. Sounds great, what will I be doing? 🤔 As our Product Experience Executive, you'll be a frontline representative of the product, delivering a seamless support experience for the clients and internal stakeholders who rely on our data, platforms and API products. A few things you'll be responsible for: 👉 Handle incoming queries across live chat and ticketing, troubleshoot issues, manage user administration, and escalate more complex cases when needed. 👉 Combine strong technical product knowledge with clear communication to resolve issues efficiently and maintain a high standard of support. 👉 Help build and maintain Help Center content, enhance in-platform guidance like tooltips, and contribute to AI-driven support initiatives that let users find answers independently. 👉 Surface recurring issues and insights from support interactions, helping shape product improvements and a smoother user journey — working closely with Product, Research, Technology and Product Marketing. It's also fun; shaking things up is what working for GWI is all about. You'll need to be flexible, comfortable with continuous change, and working in a high-tempo environment. What do I need to bring with me? 🧳 You'll need to be able to demonstrate the core skills this role requires. You don't have to tick all the boxes right away; the important thing is that you're willing to learn. Here's what the team will be looking for

📍 Location: Athens, GR 🏢 Weekly office requirement: Hybrid – 1 day/week 💼 Employment type: Permanent, employee, full-time 🕐 Working hours: 11:30–19:30, Athens time 🪜 Seniority level: Mid-Senior 🌐 Language: All stages of the recruitment process will be conducted in English At GWI we're always looking for extraordinary people who thrive on making an extraordinary impact. Right now we're looking for a Senior Product Experience Executive to play a key role in our Product team in Athens . If that's you, and making a difference gets you out of bed in the morning, keep reading. It could be the start of something, well, extraordinary. Sounds great, what will I be doing? 🤔 As our Senior Product Experience Executive, you'll be a senior point of expertise for the clients and internal stakeholders who rely on our data, platforms and API products — combining hands-on support with a strategic focus on operational excellence. A few things you'll be responsible for: 👉 Own the support queue across live chat and ticketing, resolving complex, high-priority issues and acting as the key escalation point for the team. 👉 Guide and support Product Experience Executives across your location, helping maintain consistent, high-quality standards across every interaction. 👉 Monitor the queue for best practice, spot inefficiencies and recurring problems, and work cross-functionally to fix them at the root. 👉 Report on support trends across clients, verticals and products, turning patterns into insights that inform the wider business. 👉 Build and drive adoption of self-serve resources and processes that cut friction for users and reduce support volume over time. It's also fun; shaking things up is what working for GWI is all about. You'll need to be flexible, comfortable with continuous change, and working in a high-tempo environment. What do I need to bring with me? 🧳 You'll need to be able to demonstrate the core skills this role requires. You don't have to tick all the boxes right

NetSuite Developer The NetSuite Developer is responsible for the configuration and implementation of the brand-new NetSuite ERP solution based on business requirements and existing operational models. The ideal candidate will be responsible for configuration, programming and/or implementing as well as administering NetSuite application. Responsibilities Include: Assist with full NetSuite implementations as well as maintaining customer that have been using NetSuite Conduct data migrations from the current platform onto NetSuite. Collect requirements from clients for customizations/automation/integration Develop, test, and implement customized solutions for the NetSuite platform including scripts, workflows, and other customizations Create custom scripts using Suite Script 2.1 Communicate efficiently with functional consultants, project managers, and end-users Create custom forms, fields, searches, reports Install required bundles and 3rd party solutions Develop integrations with 3rd party systems with their APIs Conduct Testing Basic Qualifications: Previous experience working with NetSuite ERP and OneWorld is mandatory Experience creating custom scripts with Suite Script 2.0 & 2.1 2 years experience in JavaScript and other web programming languages 1-2 years of experience with Celigo Smart Connectors and Integrator.io Experience with configuration, sdf deployment and netsuite development Experience with advance pdf templates like check templates. NetSuite Suite Cloud Developer Certification is a plus Desired Qualifications: Experience in HTML, CSS3, JavaScript, jQuery, Backbone, Angular, AJAX, Suite Script Understanding of object-oriented concepts, abstraction/inheritance, as well as experience with object-oriented languages Data management preferred (SQL, XML, JSON) Web services preferred (REST, SOAP) How You’ll Embody Our Core Values At Plative, our core values shape how we work, collaborate, and grow. As part of the team, you will: Put Pe

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! Director, SPM Implementation About the Team The Customer Operations team partners with new and existing customers to implement and optimize the company’s platform, ensuring clients maximize the revenue-driving potential of their sales compensation programs. The team leads complex implementations, drives operational excellence, and continuously evolves Sales Performance Management (SPM) processes through data-driven insights and scalable platform solutions. As a Director of Implementation , you will lead the strategic direction of implementation and customer onboarding across a portfolio of enterprise customers. You will oversee implementation teams, guide architectural design of customer solutions, and collaborate closely with Product, Engineering, and Revenue teams to ensure the platform evolves in alignment with customer needs and business priorities. If you’re passionate about building high-performing teams, driving customer impact through data and technology, and shaping the future of sales operations , we’d love to hear from you. What You'll Be Doing Leadership & Strategy Define and lead the implementation strategy and operational framework for onboarding and scaling customer deployments. Build, mentor, and lead a high-performing implementation team , establishing best practices, processes, and standards for delivery excellence. Partner with executive leadership to align customer implementation strategy with company growth and product roadmap priorities . Establish KPI

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Senior Consultant Location: Chennai, India | Work Model: In Office Appian Customer Success is obsessed with delivering exceptional customer outcomes and driving mission-critical business impact. Grounded in our core values of Excellence and Intensity, we act as elite technical advisors to our commercial clients. By joining this high-performance team, you will champion a culture of candid communication and excellence while accelerating global adoption of our AI-Powered Process Automation platform. What You’ll Do Implement Scalable Platform Architecture: Build and maintain standards and tools to ensure high performance and resilience with a focus on reusability, schema design, data modeling , query performance, and responsive UX/UI best practices. Engineered Integrations: Perform hands-on design, code implementation, and unit testing using SQL views , stored procedures , and high-concurrency REST/SOAP web services/APIs . System-Level Troubleshooting: Rapidly diagnose performance bottlenecks, memory usage, CPU constraints, and network latency spikes across the web application stack. Performance Profiling & Analysis: Analyze database execution plans, system logs, and Locust load test outputs to isolate and resolve root-cause performance bottlenecks. Technical Quality & Enablement: Ensure continuous integration and delivery alignment by applying strong DevSecOps practices, robust automated testing, and clean coding standards. Required Qualifications Bachelor’s Degree in Computer Science, Engineering, Information Systems, or Mathematics. 8+ years of pro

About VSCO For years, we've helped photographers create their work. Now we're building what comes next. VSCO exists for photographers. Not as a side feature, not as an afterthought, but as the whole point. We build the connected system photographers rely on, and we've spent over a decade earning the trust of a global creative community that takes the craft seriously. Photography is at an inflection point. AI is reshaping what's possible for creative work, and that's where our mission shines. VSCO is building the full photographer's workflow: from creating and editing your work, to delivering it to clients, to running your business. All of it built thoughtfully, with photographers leading the way. We believe the future of photography tools creates more space for creativity, handling the busy work so photographers can focus on the craft. If you care about craft, community, and what technology can unlock for creative people, this is the work. We're a mission-driven and focused company where your work ships quickly, is meaningful, and reaches tens of millions of people worldwide. You'll have a real say in what we build and how we build it. We hire people who don't wait to be asked, naturally connect the dots, care about the quality of what they ship, and believe the best outcomes come from building together. About The Role We’re looking for a Senior Software Engineer, Infrastructure to own the platform that VSCO product and data teams ship on. You’ll join a small infra team that treats AWS, EKS, and GitOps as the default path for new systems, and you’ll spend real time pairing with other teams so - search, Workspace, and data - land in the right Terraform, Helm, and Flux instead of one-off snowflakes. This is a hands-on senior seat. You will design Terraform modules, cut production traffic to EKS, secure traffic with Cloudflare, look for optimizations in our AWS infrastructure, and leave on-call better than you found them. You like production ownership, you can sequence

About VSCO For years, we've helped photographers create their work. Now we're building what comes next. VSCO exists for photographers. Not as a side feature, not as an afterthought, but as the whole point. We build the connected system photographers rely on, and we've spent over a decade earning the trust of a global creative community that takes the craft seriously. Photography is at an inflection point. AI is reshaping what's possible for creative work, and that's where our mission shines. VSCO is building the full photographer's workflow: from creating and editing your work, to delivering it to clients, to running your business. All of it built thoughtfully, with photographers leading the way. We believe the future of photography tools creates more space for creativity, handling the busy work so photographers can focus on the craft. If you care about craft, community, and what technology can unlock for creative people, this is the work. We're a mission-driven and focused company where your work ships quickly, is meaningful, and reaches tens of millions of people worldwide. You'll have a real say in what we build and how we build it. We hire people who don't wait to be asked, naturally connect the dots, care about the quality of what they ship, and believe the best outcomes come from building together. About The Role VSCO is hiring a Senior Staff Engineer to own Reflex, our production GPU image-processing engine, and the path it takes into Studio Pro on iOS and macOS. This is a critical technical leader. You will deepen a stack that is already in customers’ hands: new capabilities (RAW, large-image export, desktop), production quality (color correctness, memory, performance), and the contracts that let product engineers ship on top of the engine without becoming graphics programmers. You will also lead company-wide engineering mentorship and force-multiplication — tools, workflows, and AI-assisted development that make the rest of the team more effective. In This

About VSCO For years, we've helped photographers create their work. Now we're building what comes next. VSCO exists for photographers. Not as a side feature, not as an afterthought, but as the whole point. We build the connected system photographers rely on, and we've spent over a decade earning the trust of a global creative community that takes the craft seriously. Photography is at an inflection point. AI is reshaping what's possible for creative work, and that's where our mission shines. VSCO is building the full photographer's workflow: from creating and editing your work, to delivering it to clients, to running your business. All of it built thoughtfully, with photographers leading the way. We believe the future of photography tools creates more space for creativity, handling the busy work so photographers can focus on the craft. If you care about craft, community, and what technology can unlock for creative people, this is the work. We're a mission-driven and focused company where your work ships quickly, is meaningful, and reaches tens of millions of people worldwide. You'll have a real say in what we build and how we build it. We hire people who don't wait to be asked, naturally connect the dots, care about the quality of what they ship, and believe the best outcomes come from building together. About The Role VSCO is hiring a Senior Software Engineer to be a primary contributor on Reflex, our production GPU image-processing engine, and significantly guide the path it takes into Studio Pro on iOS and macOS. You will deepen a stack that is already in customers’ hands: new capabilities (RAW, large-image export, desktop), production quality (color correctness, memory, performance), and the contracts that let product engineers ship on top of the engine without becoming graphics programmers. In This Role, You Will Be a primary contributor on the Reflex imaging engine: DAG execution, WGSL operators, GPU resource/memory budgets, and color management (linear workin