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.

The position plays a pivotal role in driving sales by leveraging their technical expertise to support the sales team and engage with clients. The position is responsible for presenting complex technical solutions in an accessible manner, driving revenue, ensuring customer satisfaction, and contributing to the overall sales strategy.

Key Responsibilities:

• Collaborate with the sales team to identify and target potential clients.
• Develop and deliver product demonstrations and technical presentations to clients.
• Translate technical details into benefits for the user, ensuring clear communication.
• Respond to functional and technical elements of RFIs/RFPs.
• Convey customer requirements to Product Management teams.
• Provide post-sales support and ensure customer satisfaction.
• Stay updated with industry trends and competitor products.

Qualifications:

• Bachelor’s degree in engineering, Computer Science, or a related field.
• Minimum of 8 -10+ years of experience in sales engineering or a related technical sales role.
• Proven track record of successfully supporting sales teams and closing deals.
• Strong technical background with hands-on experience in life insurance and wealth industry.
• Excellent written and verbal communication skills.
• Ability to build and maintain strong relationships with clients and internal teams.
• Outstanding problem-solving skills and a proactive approach.

Skills:

• High proficiency in Salesforce
• Strong understanding of market research, sales, and negotiating principles.
• Ability to explain complex technical concepts in simple terms.
• Excellent organizational and time-management skills.

Work Environment:

• This role may require travel to client sites and industry events.
• Ability to work in a fast-paced, dynamic environment.