Associate Account Executive

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 Account Executive independently manages defined sales activities within an assigned territory, account set, or prospect segment. This role owns end to end sales cycles, builds customer relationships, and consistently meets revenue targets. Assignments may focus on acquiring new customers or growing and retaining existing accounts. Assignment may focus on mid-market accounts or scoped enterprise opportunities.

Pipeline Development & Opportunity Creation• Independently source and qualify, progress and close opportunities within an assigned territory. • Build and maintain a predictable pipeline aligned to revenue targets. • Use AI tools to identify buying signals, prioritize outreach, and tailor prospect messaging.

Customer Engagement & Relationship Management• Conduct discovery meetings, solution presentations, and negotiations. • Build productive relationships with customer stakeholders to support conversion and retention.• Use AI‑assisted call analysis and note‑taking tools to improve discovery quality.

Sales Execution & Revenue Accountability• Independently manage sales cycles from discovery through close. • Consistently achieve or exceed assigned quota targets.

Solution Design & Value Creation• Present standard and semi‑customized solutions aligned to customer needs and use cases. • Apply industry and product knowledge to identify upsell, cross‑sell, or new business opportunities within assigned accounts.• Leverage AI tools to align product capabilities to customer use cases and value drivers. • Respond to customer inquiries independently, resolve routine issues, and coordinate escalation of more complex situations to appropriate stakeholders.

Pipeline, Data, & Forecasting Management• Manage pipeline, forecasts, and reporting using CRM tools to support sales predictability. • Deliver accurate deal updates and sales forecasts.• Use AI‑driven forecasting insights to assess deal health and risk.Cross‑Functional Collaboration & Influence• Coordinate with other Go To Market Team Members to create a "One Account Strategy" for each account, and ensure smooth customer onboarding, issue resolution, and customer satisfaction.

Knowledge Development, Leadership, & Organizational Impact• Apply growing product, customer, and industry knowledge to contribute insights, share effective practices informally with peers.• All other duties as assigned

Qualifications

• Solid understanding of SaaS solutions and customer use cases• Proficient CRM usage for pipeline management and forecasting• Clear and professional customer communication• Effective objection handling and deal progression skills• Track record of meeting or exceeding quotas

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.