Advisory Client Relationship Manager

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 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.

Responsibilities

Client Relationship & Governance

• Act as the primary liaison for enterprise customers, owning relationship strategy, governance, and executive alignment.
• Lead monthly and quarterly governance meetings, preparing and presenting account performance and roadmap updates.
• Serve as escalation point for complex client issues, ensuring rapid resolution and long-term satisfaction.
• Develop and maintain account plans to ensure retention, growth, and profitability.

Practice Management

• Manage the business performance of assigned product line practice within specified regions or locations by monitoring performance metrics, coordinating with internal stakeholders, and adapting strategies to local client requirements and market conditions to drive revenue growth and service excellence.
• Manage customer expectations and communications throughout the project lifecycle by setting realistic delivery timelines, aligning resource capacity with scope, identifying and mitigating potential risks.
• Collaborate with internal delivery teams to proactively resolve issues and ensure commitments are met in alignment with customer needs and organizational capacity.

Project & Delivery Oversight

• Oversee Statements of Work (SOWs) to ensure clarity, feasibility, and alignment with both customer needs and organizational goals.
• Provide strategic guidance to project managers and delivery teams, ensuring compliance with best practices and methodologies.
• Ensure implementations are completed on time, within scope, and within budget, driving milestone completion without compromising quality.
• Support Agile planning cycles (releases, sprints) and ensure integration across cross-functional teams.

Financial Accountability

• Own financial performance of assigned accounts: oversee billing accuracy, forecasting, and profitability targets.
• Monitor and proactively report on risk, opportunities, and billing performance over 3–6 month horizons.
• Partner with finance to ensure alignment with budgetary constraints and revenue recognition standards.

Strategic Growth

• Partner with Sales and Executive teams to identify upsell and cross-sell opportunities within existing accounts.
• Participate in executive steering committee meetings, contributing client perspective to shape solution strategy.
• Identify opportunities for process improvements or new solutions to enhance customer value and strengthen partnerships.
• All other duties as assigned.

Qualifications

• Bachelor’s degree in Business, Computer Science, MIS, or related field (or equivalent experience).
• 10 years of client-facing experience in software, SaaS, or IT services, with at least 5 years managing large enterprise accounts.
• Wealth industry experience (7-10 years) is highly preferred, including prior roles with a broker, MGA, or financial services provider, and a solid understanding of the operational and service needs unique to this market.
• Must have Agile experience
• PMP and/or Agile certifications highly desirable.

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.