AVP, Professional Services (Wealth)

Overview

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.

At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We’re proud that we’ve been recognized  as a repeat winner of various industry  awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional -- and we’ve created a place where our employees love to come to work, every single day.

Come join our team!

About iPipeline

Founded in 1995, iPipeline operates as  a business unit of Roper Technologies (Nasdaq:  ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.  

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

Responsibilities

The Associate Vice President (AVP) of Professional Services will be responsible for leading and managing a high-performing team focused on driving revenue and supporting the organization’s strategic goals. This role requires a dynamic leader who can effectively oversee solution architecture, customer relationship management, account management best practices, and practice management to ensure that the Professional Services team achieves delivers industry leading innovative solutions on time and in budget.

Team Leadership

• Build, develop, and retain high-performing teams that drive revenue and support organizational growth.
• Foster internal career development opportunities to ensure team members achieve their professional goals.
• Oversee the overall delivery process to support teams on new deals and/or new projects/features.
• Collaborate with Talent Acquisition on recruiting plans specific to business/product lines.

Customer and Prospect Management

• Serve as the Executive Sponsor on multiple strategic accounts, ensuring high levels of customer satisfaction and engagement.
• Develop and maintain overall profitability to win strategy that aligns with customer business objectives and are attainable.
• Establish and maintain account management best practices to optimize efficiency and drive growth.
• Partner with Sales and Product Management teams to drive new deals and/or increase adoption across product lines.

Practice Management

• Own product line activities, including budget management, profit, and billings, ensuring accuracy and consistency of governance artifacts across the practice.
• Act as the point of escalation for customers, working closely with Product Management, Customer Success, Sales and other areas of the organization to resolve issues effectively.
• Ensure that the Professional Services practice achieves company goals on a monthly, quarterly and yearly basis.

Qualifications

Required Qualifications

• Bachelor’s degree in business, Information Technology, or related field; master’s degree preferred.
• Minimum of 10 years of experience in professional services, with at least 5 years in a leadership role.
• Proven track record of building and retaining high-performing teams.
• Strong experience in overall delivery and process design.
• Excellent customer relationship management skills, with experience serving as an executive sponsor.
• Strong financial acumen with experience in developing and managing pricing models.
• Excellent communication, negotiation, and presentation skills.

Preferred Qualifications

• Experience in the technology or software industry.
• Familiarity with product management and sales processes.
• Strategic thinker with a strong ability to drive and manage change.

Competencies

• Leadership: Demonstrated ability to lead and inspire teams to achieve high performance.
• Strategic Thinking: Ability to develop and implement effective strategies to drive business growth.
• Customer Focus: Commitment to delivering exceptional customer service and maintaining strong client relationships.
• Communication: Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely.
• Problem-Solving: Strong analytical skills with the ability to identify issues, develop solutions, and implement improvements.

Working Conditions

• This position may require occasional travel to client sites and company offices.

• Flexibility in working hours may be necessary to accommodate global clients and team members.