Job Details

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 datasets, 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

Job Summary:

The Professional Services Sales Consultant is a quota-carrying individual contributor responsible for driving Professional Services bookings and revenue through consultative, solution-based selling. Reporting to the AVP, PS Business Development, this role partners closely with Sales, Delivery, Product, and Customer Success teams to position and sell implementation, integration, advisory, and recurring services that enable successful customer outcomes and long-term platform adoption.

Quota & Revenue Growth:

• Own and achieve an individual Professional Services quota aligned to annual bookings, recognized revenue, and margin-aligned deal structures.
• Build, manage, and convert a healthy pipeline of qualified services opportunities across new and existing customers.
• Drive expansion of services revenue within existing customer relationships.
• Support net-new platform sales by positioning services as a critical component of customer success.

Customer Engagement & Consultative Solution Selling:

• Research target markets, identify potential clients, and initiate contact through calls, emails, and social media.
• Lead discovery and qualification efforts, translating customer needs into appropriate scoped, value-based services solutions.
• Partner with Sales, Product, and Delivery teams to shape solutions that balance customer outcomes, delivery feasibility, revenue and margin targets.
• Partner with Delivery and PMO teams to develop scopes, pricing models, timelines, resourcing plans, and Statements of Work (SOWs).

Cross-Functional Partnership:

• Serve as the primary services partner to Product Sales and Account teams during pre-sales cycles.
• Ensure smooth transition of services opportunities from sales to delivery, maintaining deal context and expectations.
• Collaborate with Client Success teams to identify follow-on and expansion services opportunities.

Services Offerings & Market Feedback:

• Support the AVP of Business Development in executing go-to-market strategies for Professional Services.
• Provide input on services packaging, pricing, and repeatable offerings based on market feedback.
• Stay current on FinTech industry trends, emerging technologies, and competitive services offerings to refine outreach strategies

Forecasting & Reporting:

• Maintain accurate opportunity, pipeline, and forecast data in CRM systems.
• Participate in weekly and monthly forecast reviews.
• Provide visibility into risks, upside, and timing of services deals

Technical Competencies:

• Proven success carrying and achieving a professional services quota.
• Experience selling complex services engagements tied to technology platforms.
• Strong understanding of services economics, including pricing, utilization, and margin considerations.
• Quota-driven, results-oriented mindset.
• Consultative selling and executive-level communication.
• Strong collaboration and influence without authority.
• Disciplined pipeline and forecast management.

Qualifications

• Typically requires 10+ years of relevant experience in Business Development, Services Sales, or Consultative Sales in FinTech, SaaS, or Financial Services

Benefits

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.