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.

Leads and scales the Professional Services (PS) business development function. This leader will play a critical role in shaping and executing the PS sales strategy, driving pipeline growth, and commercializing service offerings to accelerate customer success and company revenue in alignment with our go-to-market strategy.

Professional Services Sales Strategy

• Develop and own the business development strategy for PS aligned with broader go-to-market (GTM) objectives.
• Identify and pursue new revenue opportunities from consulting, implementation, and strategic advisory services.
• Set, monitor, and achieve annual PS bookings and backlog growth targets.

Offering Development & Commercialization

• Define, package, and evolve PS offerings based on market needs, product alignment, and customer demand.
• Develop scalable pricing models, delivery frameworks, and differentiated value messaging.
• Partner with Product Management to ensure offerings align with roadmap and capabilities.

Go-to-Market (GTM) Enablement

• Collaborate with Sales and Marketing to embed PS into the company’s overall GTM strategy.
• Create enablement tools, sales collateral, and training to empower field teams and partners.
• Drive consistent messaging and clear articulation of PS value across customer touchpoints.

Sales Partnership & Deal Support

• Partner with software sales to identify and advance PS opportunities throughout the sales cycle.
• Act as executive sponsor on large, complex deals and lead strategic customer engagements.
• Provide deal structuring guidance and actively contribute to proposal development and contract negotiation.

Backlog Development & Pipeline Management

• Own the visibility and growth of the PS sales pipeline and backlog of Statements of Work (SOWs).
• Establish robust tracking, forecasting, and reporting for PS business development.
• Align backlog and pipeline with capacity planning and strategic priorities.

Cross-functional Leadership & Alignment

• Work cross-functionally with Sales, Delivery, PMO, Finance, and Legal to align on deal governance, resourcing, and execution.
• Coordinate joint go-to-market activities with strategic partners to co-sell or co-deliver.
• Ensure seamless handoffs from sales to delivery.

Customer-Centric Value Positioning

• Shape service offerings around measurable customer outcomes and business value.
• Engage directly with strategic customers to co-create service strategies and build executive-level relationships.
• Use customer insights to drive offering enhancements and marketing alignment.

Process & Tooling Development

• Establish and scale repeatable BD processes for opportunity identification, qualification, and closure.
• Implement and optimize sales tooling (CRM, CPQ, SOW automation) for operational excellence.
• Track performance metrics including deal velocity, win rates, backlog growth, and revenue conversion.

Financial Acumen & Commercial Governance

• Manage service margin performance, pricing models, and commercial risk mitigation.
• Partner with Finance to ensure forecasting accuracy and contribution to the PS P&L.
• Implement governance and controls for deal approvals and profitability tracking.

Team Building & Leadership

• Build, lead, and develop a high-performing business development team as the function scales.
• Create onboarding, playbooks, and coaching frameworks to elevate team effectiveness.
• Foster a culture of performance, collaboration, and customer-centricity.

• Strategic Business Development Planning: Demonstrates mastery in designing and executing long-range business development strategies that align with corporate objectives. Proven experience anticipating growth trends and ensuring the business is positioned to capitalize on emerging opportunities.
• Market & Competitive Analysis: Expertise in synthesizing industry, market, and competitor intelligence into actionable strategies. Proven ability to use data-driven insights to shape go-to-market approaches and inform key growth decisions.
• Customer & Stakeholder Relationship Management: Experience building and maintaining executive-level relationships with customers and ecosystem partners; serving as a key ambassador and trusted advisor in external engagements.
• New Market Identification & Evaluation: Expertise in leading the identification, sizing, and evaluation of new markets for expansion. Proven experience applying structured assessment models to prioritize opportunities and de-risk market entry strategies.
• Cross-functional Growth Alignment: Expertise ensuring strong alignment of business development initiatives with sales, product, marketing, and executive teams.
• Industry & Technology Trend Scanning: Experience maintaining ongoing visibility into emerging technologies, customer behaviors, and macroeconomic trends. Proven ability to apply insights to shape proactive business development strategies.
• Value Proposition Development: Proven experience developing and refining compelling value propositions for new ventures, partnerships, and strategic initiatives, ensuring differentiation and alignment with client or market needs.
• Opportunity Pipeline Governance: Experience establishing oversight mechanisms and portfolio views for high-priority business development opportunities; providing visibility into deal progress, risks, and resource alignment.
• Organizational Representation & Industry Visibility: Demonstrated experience representing the organization in high-profile forums, conferences, and industry bodies to enhance credibility and identify relationship and brand-building opportunities.

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.