Advisory Enterprise Account Executive

iPipeline•,

5h•Onsite

About The Position

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 if located near an office.

Requirements

Advanced industry thought leadership and market insight
Enterprise‑level expertise in CRM strategy and reporting, leveraging system insights to influence executive decision‑making, sales strategy, and organizational sales effectiveness
Exceptional communication, storytelling, and change leadership skills
Mastery of enterprise selling and executive influence
Demonstrated leadership in transformational deals and strategic growth initiatives
Ability to influence senior internal leaders without authority
Strategic vision and ability to shape organizational direction
Industry Knowledge: Widely recognized as a go-to authority on the life insurance industry, with deep expertise in insurtech innovation, digital distribution strategy, and the changing regulatory environment. Has an authoritative grasp of how carriers, BGAs, IMOs, independent agents, and bank/wirehouse channels are evolving, including consolidation trends, new business models, and where the market is heading. People across the organization turn to this person for guidance on channel dynamics and competitive positioning. Serves as the top internal resource on core client workflows like e-applications, illustrations, underwriting, new business processing, and policy administration, and can connect emerging operational trends to Company's platform direction. Uses this unmatched combination of industry, channel, and product knowledge to shape how Company goes to market, provide input into the product roadmap, and influence how solutions are positioned. Wins the most complex and strategically important deals through superior knowledge and credibility.
Industry Knowledge: Widely recognized as a go-to authority on the wealth management industry, with deep expertise in fintech innovation, digital advisory strategy, and the changing regulatory environment. Has an authoritative grasp of how broker-dealers, RIAs, financial advisors, custodians, and TAMPs are evolving, including consolidation trends, new business models, and where the market is heading. People across the organization turn to this person for guidance on channel dynamics and competitive positioning. Serves as the top internal resource on core client workflows like account opening, advisory processes, and annuity order entry, and can connect emerging operational trends to Company's platform direction. Uses this unmatched combination of industry, channel, and product knowledge to shape how Company goes to market, provide input into the product roadmap, and influence how solutions are positioned. Wins the most complex and strategically important deals through superior knowledge and credibility

Responsibilities

Originate and cultivate the organization's most strategic or transformational enterprise opportunities and partnerships that influence long‑term company growth.
Act as executive sponsor on the most critical opportunities.
Use AI‑driven strategic analysis to identify long‑term growth themes and partnership opportunities.
Represent the company in strategic customer and partner relationships.
Serve as a trusted advisor to C‑suite and board‑level stakeholders.
Drive transformational, multi‑product, multi‑year sales engagements that shape enterprise revenue performance.
Co‑create innovative, future‑focused solutions that reshape customer operations and market positioning.
Contribute to industry positioning, innovation discussions, and long‑term market direction.
Leverage AI tools to synthesize market trends, customer sentiment, and competitive intelligence.
Design and execute long-term account, territory, or market strategies.
Deliver executive‑level reporting, insights, and recommendations to inform corporate planning and investment decisions.
Use AI‑enabled strategic analysis to assess enterprise‑wide pipeline health, inform long‑range revenue outlooks, and support executive planning and decision‑making.
Guide cross-functional initiatives across product, marketing, sales, and services at an enterprise level with the "One Account Strategy" for each account mindset.
Provide strategic input to sales, product, and GTM leadership based on market insight.
Mentor and coach sales professionals and represent the company as a market thought leader.
Guide best practices for responsible and effective AI adoption in enterprise selling.
Shape and influence enterprise sales strategy, go‑to‑market models, and market expansion by setting strategic direction, establishing