iPipeline · 13 hours ago
Professional Services Sales Consultant
US-PA-Wayne
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expiPipeline is a global market leader in providing innovative software solutions for the life insurance and financial services industries. The Professional Services Sales Consultant is responsible for driving Professional Services bookings and revenue through consultative selling, while collaborating with various teams to ensure successful customer outcomes and platform adoption.
Financial ServicesInsuranceSoftware
Responsibilities
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
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)
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
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
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
Qualification
Required
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
Typically requires 10+ years of relevant experience in Business Development, Services Sales, or Consultative Sales in FinTech, SaaS, or Financial Services
Benefits
Competitive compensation and benefits package
Employee stock purchase plan
401(k)
Generous time off
Flexible work/life balance
Company-matched retirement packages
Employee wellness program
Awards and recognition program
Company
iPipeline
Pipeline is an on-demand service providing suite of sales distribution software to insurance and financial services markets.
501-1000 employees
H1B Sponsorship
iPipeline has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (3)
2022 (5)
2021 (8)
2020 (3)
Funding
Current Stage
Late StageTotal Funding
$104.43MKey Investors
TCVNewSpring
2019-08-08Acquired
2012-01-31Private Equity· $71.43M
2009-11-12Series Unknown· $15M
Leadership Team
Pat O'Donnell
CEO of iPipeline
Steve Cover
CTO
Recent News
2026-01-09
2025-10-18
Company data provided by crunchbase