Customer Solutions Architect (Pre-Sales)

Zinnia • Bridgewater, MA

37d • $150,000 - $175,000

About The Position

As a Customer Solutions Architect (Pre-Sales) at Zinnia, you will design and structure solutions for prospective and existing Insurance Platform clients. In this highly impactful role, you'll own the Customer Solutions Architecture from day one, shaping & building the function from the ground up. You'll partner with Sales, Strategic Account Management, and Product teams to architect winning proposals that align with client needs, Zinnia's product capabilities, and delivery best practices. Your work will be instrumental in shaping strategic deals that drive growth and create long-term client success.

Requirements

• 5+ years' experience in Customer Solutions Architecture, Deal Structuring, Pre-Sales, or Enterprise Consulting roles. Experience within SaaS, Insurtech, or financial services industries a plus, but not required.
• 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; advanced degrees or certifications are a plus.
• Familiarity with insurance operations, underwriting, claims, and new business workflows is preferred.

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.

Benefits

• Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members.
• The salary range for this position is $150,000 - $175,000.
• Zinnia offers excellent career progression and competitive compensation.
• We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 1,001-5,000 employees