iPipeline
Expert Strategic Partnership Manager
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Sales Executive (Global Team – Financial Services)
About iPipeline
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 empower advisors and agents to transition from manual, paper-based operations to secure, seamless digital experiences—covering everything from proposal to commission—so they can better secure clients' financial futures.
Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a Nasdaq 100, S&P 500, and Fortune 1000 company. As a leading global provider of digital solutions for the life insurance, pensions, and financial services industries, we leverage a comprehensive platform and industry-leading data libraries to accelerate, automate, and simplify workflows—from quote to commission—with seamless integration.
Our Vision
To help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.
Culture & Values
We foster a passionate, creative, and inclusive environment where diverse perspectives are embraced. Recognised as repeat winners of industry awards, we pride ourselves on being a top workplace in both the US and UK.
We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, colour, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status.
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This is an office-based position.
Responsibilities
You will act as a key driver of growth within our market-leading product portfolio, specialising in the financial services sector. Your role focuses on building a strong sales pipeline, nurturing high-value opportunities, and delivering against ambitious sales targets.
Key Responsibilities
- Achieve annual sales targets across all relevant iPipeline products, with a focus on financial services and insurance.
- Drive growth in the protection sourcing portal (Portal) market through:
- New logo acquisition
- Upselling additional product features
- Lead targeted lead generation activities to penetrate key organisations.
- Accurately qualify opportunities to optimise use of sales resources.
- Align and execute the Portal sales strategy in line with global business plans.
- Communicate complex ideas, challenges, and solutions clearly and effectively to stakeholders.
- Manage pre-sales resources and contribute to the development of client investment justification materials.
- Engage confidently with C-level executives to advance sales opportunities.
- Proactively manage key stakeholders within assigned accounts.
- Provide accurate sales reporting and forecasting to support planning.
- Professionally represent iPipeline, promoting our values and vision to prospects and industry peers.
- Collaborate with the Product Team to help shape product roadmaps and requirements.
- Work closely with Product and Marketing Teams to define go-to-market strategies.
- Attend (and, where applicable, speak at) industry events and seminars.
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Requirements
You must have:
- Proven experience in sales within the financial services sector, with a strong track record of securing new business.
- Demonstrated success in negotiating and closing deals.
- Ability to build, influence, and maintain relationships with senior executives and key stakeholders.
- Deep understanding of the Life, Pensions, and Investments industries, including:
- Experience with policy administration systems
- Knowledge of e-signature solutions
- Strong grasp of consultative selling techniques, including the ability to collaborate across client buying networks to shape tailored solutions.
- Excellent interpersonal and presentation skills, with a professional and diplomatic approach.
- Self-motivated, results-driven, and capable of working independently to set and achieve goals.
- Ability to lead bids and collaborate effectively as part of a team, while motivating colleagues to drive success.
- Willingness to extensively travel within the UK.
Benefits
We offer a comprehensive benefits package, including:
- Competitive compensation
- Career growth opportunities
- Company-matched pension contributions
- Generous time-off policies
- Flexible work/life balance
- Employee wellness program
- Awards and recognition program
- A creative, innovative, and supportive workplace with the nation’s most talented professionals
Come join a global team that values excellence, fosters innovation, and delivers real results. Together, we’re shaping the future of financial services!
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