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 AVP, Professional Services Operations, will lead the operational strategy, systems, and processes that enable iPipeline’s Professional Services (PS) business to scale efficiently and deliver exceptional outcomes for customers. This role and partners closely with PS leadership, shared corporate services (Finance, Sales, Marketing, HR), and cross-functional teams to align operational execution with iPipeline’s go-to-market strategies.

Operational Strategy & Business Management

• Own operational strategy, tooling, process improvement, and cross-functional alignment.
• Drive operational efficiency, cost management, and data-driven decision-making.
• Measure and report PS performance and readiness to support existing and new customers in alignment with iPipeline’s go-to-market priorities.
• Partner with PS PMO, PS Business Development, and corporate functions to scale Professional Services as a distinct business within iPipeline.
• Coordinate internal certifications, playbooks, and best practices to improve delivery quality.
• Define, document, and continuously improve SOPs across the engagement lifecycle. Drive scalability and consistency.
• Support audits and maintain SOX controls (if applicable). Oversee SOW governance and ensure compliance with policies.

Services, Systems & Tools

• Administer and optimize Professional Services tools (CRM, time-tracking, and reporting systems)
• Ensure integrations and automation across systems (CRM, ERP).
• Support onboarding of new tools and champion adoption across the PS organization.

Finance & Business Operations

• Partner with Finance on forecasting, backlog analysis, margin tracking, revenue tracking, billing accuracy, budget-to-actual variance, and annual budget planning/prep.
• Ensure accuracy in budgets, WIP, invoicing, and revenue recognition.
• Standardize CSAs, SOWs, and other agreement types (T&M, Fixed Price, Milestone). Develop proposal templates and support deal desk governance.
• Partner with Marketing and Product to define and publish PS services content. Align PS pricing, staff rates, and product-service bundles to market competitiveness and profitability.

Resource & Workforce Planning

• Partner with PMO Resource Capacity Planner to maintain real-time visibility of skills, availability, and demand pipeline.
• Support resource planning, assignment workflows, and capacity management.
• Advise leadership on hiring plans and optimal workforce mix (FTE, contractor, partner).

Data, Insights & Reporting

• Own PS dashboards and reporting (e.g., utilization, backlog, margin, CSAT).
• Deliver actionable insights to drive planning, performance, and decision-making.
• Support metric tracking and contribute to executive-level business reviews.

What We’re Looking For

• Proven experience leading operations in a professional services or SaaS organization.
• Strong financial acumen with expertise in forecasting, backlog management, margin analysis, and revenue recognition.
• Demonstrated success in building scalable processes, driving efficiency, and enabling business growth.
• Exceptional leadership, communication, and organizational change management skills.
• Deep expertise in systems, process optimization, and operational reporting.
• Ability to influence and collaborate effectively across corporate functions.
• Comfort thriving in a fast-paced, evolving environment.

Preferred Technical Competencies

• Service Offering Design & Packaging: Experience creating scalable, client-focused service offerings.
• Proposal & Solution Development: Ability to lead high-value, complex proposals with strategic and financial insights.
• Operational Excellence: Expertise in delivery frameworks, onboarding, QA, and continuous improvement.
• Financial Stewardship: Experience with P&L ownership, setting profitability targets, and corrective action planning.

We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.