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.

iPipeline is building out a Customer Success team with a mission of focusing on customer adoption, retention, advocacy, and expansion across our customer base. Our customers include Insurance Carriers, Financial Institutions, and BGA/IMO’s, however this position will be focused on our Carrier customers. Our team strives to understand our customers deeply so that we can best advocate for them internally as well as work closely with them to drive our customer success vision, bringing value to each customer. The position calls for a person who can team well internally, can establish and manage customer relationships, has a passion for customer success, and can articulate the value proposition of our solution offerings. The preferred locations are in the Exton and Ft. Lauderdale areas.

Responsibilities

Work with a list of assigned strategic accounts to:

• Build and foster relationships with senior executives in business and IT to ultimately achieve alignment with Business Outcomes for example, by ensuring successful onboarding of new customers, new stakeholders within existing customers, as well as existing customers to new products
• Running Quarterly Strategic Relationship meetings with key customer stakeholders
• Partnering on Adoption activities
• Articulating value from iPipeline solutions
• Own the engagement, retention, and growth of your customers
• Develop & Update Customer Success Plans
• Recognize opportunities to cross sell and expand presence in existing accounts
• Team closely with Professional Services, actively participating in Governance Calls, Roadmap discussions
• Plan and participate in Strategic Executive Briefings
• Drive improvements in customer satisfaction and act as a ‘voice of the customer’ internally
• Respond to all non-sales related customer requests in a timely fashion (i.e. invoicing questions, security audit requests, contracting questions, support escalations)
• Work externally with 3rd parties and partners as needed
• Maintain a deep knowledge of client industry, product, and role in the market

Required:

• 6+ years of strong customer success or account management experience OR a combined total of 8+ years experience with roles in management consulting, technical account management, or enterprise software sales. Preferably in the software or financial services industries.
• Has handled difficult customers or situations and can demonstrate resolutions
• Demonstrated ability to take ownership of complex problems
• Knowledge of the life insurance, annuity, or financial services industry
• Familiarity with enterprise software and/or hands on software development and delivery experience
• Ability to create and deliver presentations with compelling messages to technology and business audiences; you are a natural, credible technology evangelist with experience in translating that passion into business impact for customers
• Ability to navigate data and people to find answers

• Detail-oriented with strong time-management and multi-tasking skills.
• Strong proven work ethic 
• Highly Desired Skills and Experience:
  • Passion for customer satisfaction, driven to solve customer issues and be a customer advocate skilled at organizing and managing customer expectations and deliverables
  • Proven ability to lead and influence cross-functional teams.
  • Proven track record of achieving targets and goals, preferably in a Customer Success, Account Management or Sales setting
  • Strong tools skills – Microsoft 365 tools, Salesforce, PowerBI