Sureify

• Participate in triage calls involving clients and 3rd-party vendors. Analyze reported issues and determine if the reported issue falls within Sureify systems or an external partner and direct the resolution path accordingly. • Go beyond note-taking by performing initial investigation of issues by querying data and reviewing logs. You'll use SQL (or similar tools) to pull information from databases, and add technical context to your tickets. • Translate client discussions into clear, actionable internal tickets for both Project/Development and Production/Support. • Facilitate hand-offs with our India-based engineering teams, including occasional early-morning syncs to align overnight progress with US client priorities. • Design and structure our Professional Services Confluence sites. This includes organizing the site structure, maintaining page content, and keeping our internal "source of truth" accurate and easy to navigate. • Own the end-to-end process for customer satisfaction surveys and feedback loops. This includes facilitating surveys, analyzing response data, and presenting actionable insights to leadership to improve our service delivery. • Take ownership of customer operations projects, such as support portals - gathering requirements, defining scope and delivering solutions to internal teams for ongoing operations.

• Develop and execute a comprehensive marketing strategy aligned with company growth objectives and revenue goals. • Partner closely with the Chief Customer Officer and Sales leadership to drive pipeline generation, account expansion, customer engagement, and market positioning. • Serve as the strategic steward of the Sureify brand, ensuring consistency across messaging, visual identity, thought leadership, events, digital channels, and customer experiences. • Lead demand generation initiatives across inbound, outbound, ABM, partner marketing, events, and digital campaigns. • Own marketing operations, planning, forecasting, budgeting, reporting, and KPI measurement with a strong focus on efficiency and ROI. • Translate company strategy and product direction into compelling market narratives and differentiated positioning. • Oversee development of marketing content, sales enablement materials, website strategy, customer communications, and product marketing assets. • Act as a player-coach leader for a small team of marketing professionals and agency partners, balancing leadership, mentorship, and direct execution. • Drive cross-functional alignment between Marketing, Sales, Product, Account Management, and Executive Leadership. • Lead creative direction for campaigns, content, brand evolution, and market presence. • Establish scalable processes, workflows, and operational rigor within the marketing organization. • Analyze market trends, customer insights, competitive positioning, and campaign performance to continuously refine strategy.

• Provide strategic and operational leadership for a multi-country engineering organization • Design and manage a multi-level management structure • Own and scale our hiring engine • Build a culture of continuous growth and accountability • Implement and refine CI/CD practices • Foster a culture of execution excellence and continuous improvement • Drive technical and architectural alignment across teams

• Define the long-term roadmap for the DFA APIs, ensuring they don't just meet technical standards but provide a competitive edge for carriers. • Define how DFA APIs evolve into and alongside our CoreCONNECT platform, enabling carriers and partners to build differentiated experiences on top of a flexible, extensible API layer. • Seed the market for an emerging product by working with marketing, sales, and potential customers. • Serve as Sureify’s representative and thought leader in industry working groups shaping IRI Digital First for Annuities standards, influencing how carriers, distributors, and vendors define and adopt modern annuity APIs. • Engage deeply with annuity carriers and distributors to understand the friction points in the current annuity ecosystem and how our APIs can solve them. • Author clear, actionable specs for complex API workflows that account for high configurability requirements. • Partner closely with engineering to build a high-performance, scalable API layer. You’ll ensure the product is "developer-friendly" for both internal professional services teams and external systems integrators. • Align internal stakeholders on our strategy and roadmap. Partner with product engineering to build, with professional services to ensure the APIs are easily deployable in the field, and with sales to help close customers.

• Create & Maintain Documentation: Develop clear, well-structured architectural guides, system overviews, onboarding materials, API specifications, and other documentation materials for both technical and non-technical audiences. • Proactive Discovery: Actively pull complex technical concepts out of Subject Matter Experts (SMEs) and surface them in a way the intended audience can understand. • Cross-Functional Collaboration: Engage with engineering, product, and implementation teams to gather information, create processes, and improve the quality of our products. The ideal candidate is able to collaborate with almost anyone, regardless of role. • Elevate Team Writing: Act as an evangelist for high-quality writing, standardizing style and structure, and helping developers improve their own writing and communication skills. • Process Improvement: Leverage modern documentation tools, including AI tools, to optimize workflows, collaboratively create documentation standards, and hold teams accountable to them.

• Lead and mentor a high-performing client services team, fostering a culture of accountability and client success. • Oversee the implementation and execution of Sureify’s solutions, ensuring on-time delivery and high-quality outcomes. • Establish best practices for client service delivery, streamlining processes and optimizing resources. • Serve as the primary liaison for clients, building strong partnerships and ensuring Sureify’s solutions align with clients’ strategic goals. • Work closely with Product, Engineering, Sales, and Customer Support teams to align client needs with Sureify’s capabilities and roadmap. • Regularly update internal and external stakeholders on project status, risks, and strategic initiatives.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking a dynamic and experienced Senior Director, Client Delivery to lead client relationships and ensure seamless solution delivery execution. This individual will be responsible for overseeing and driving operational excellence in solution delivery. As a senior leader, you will collaborate closely with cross-functional and globally distributed teams to enhance client satisfaction, retention, and growth. - Team Leadership: Lead and mentor a high-performing client services team, fostering a culture of accountability and client success. - Drive Solution Delivery: Oversee the implementation and execution of Sureify’s solutions, ensuring on-time delivery and high-quality outcomes. - Operational Excellence: Establish best practices for client service delivery, streamlining processes and optimizing resources. - Own Client Relationships: Serve as the primary liaison for clients, building strong partnerships and ensuring Sureify’s solutions align with clients’ strategic goals. - Cross-Functional Collaboration: Work closely with Product, Engineering, Sales, and Customer Support teams to align client needs with Sureify’s capabilities and roadmap. - Communication: Regularly update internal and external stakeholders on project status, risks, and strategic initiatives. Qualifications - 8+ years of leadership experience in client services, account management, or solution delivery within the enterprise SaaS, InsurTech, or financial services industries. - Proven track record of managing large-scale client engagements and delivering complex technology solutions. - Strong ability to build a strategic partnership with clients. - Experience leading cross-functional teams and collaborating with technical and non-technical stakeholders. - Excellent problem-solving, negotiation, and decision-making skills. - Strong communication and presentation skills, with the ability to convey technical solutions to business audiences. - Bachelor’s degree in Business, Technology, or a related field; MBA or equivalent experience preferred. - Ability to travel to clients 20% of the time. Requirements - Base annual salary: $200,000 — $225,000 USD. Benefits - Be part of a fast-growing InsurTech company driving digital transformation in the life insurance industry. - Work with a collaborative and passionate team committed to client success and innovation. - Competitive compensation package, including benefits and remote work flexibility.

• Help build and evolve our next-generation cloud based compute platform for digitally-delivered life insurance • Collaborate with other developers and a product manager to build software that is part of Sureify’s core product suite