Resource Capacity Planner

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

The experienced resource/capacity planner leads resource planning and allocation across multiple customer engagements to optimize delivery capacity, maximize billable utilization, and ensure alignment with business priorities. The ideal candidate has experience in a SaaS or FinTech environment and thrives in a fast-paced, customer centric, and metrics-driven organization

• Capacity Planning & Forecasting – Develops and maintains short-term and long-term capacity plans for Professional Services teams based on project pipeline, sales forecasts and historical trends. Partners with Sales, Delivery, and Finance to anticipate demands and adjust plans accordingly.
• Resource Allocation & Management – Leads weekly resourcing meetings to align consultants, project managers, and other billable staff to customer engagement. Manages and maintains resource schedules. Identifies and resolves resource conflicts or gaps quickly to minimize delivery delays.
• Utilization & Reporting – Monitors billable utilization and other key metrics across the Professional Services team. Provides regular reporting and analysis to executive leadership, highlighting trends, risks, and opportunities for optimization.
• Stakeholder Collaboration – Works closely with delivery leaders, HR, and recruiting to manage staffing levels, forecast hiring needs, and onboard new team members into project plans. Supports pre-sales scoping and planning by advising on available capacity and delivery feasibility.
• Process Improvement – Establishes and refines scalable processes and tools for resource planning and allocation. Drives continuous improvement initiatives to enhance forecast accuracy, resource agility and team effectiveness.

All other duties as assigned

Qualifications

4 years of relevant experience in resource management, capacity planning or project operations in a Professional Services environment, preferably within FinTech or Saas company. 

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.