Revenue Operations Business Partner

Company 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 Expert RevOps Business Partner leads complex analyses, designs scalable GTM processes, and serves as a trusted advisor to functional leaders. This role owns cross‑functional RevOps initiatives and materially influences planning, forecasting accuracy, GTM efficiency, and revenue outcomes. 

Perform planning, budgeting, and analysis for the sales organization. Create sales and revenue forecasts using pipeline analysis, booking estimates, and key sales performance indicators. Provide guidance to the sales teams by developing a well-structured sales process and implementing solutions based on analysis. Responsible for handling and managing the workflow of organizational sales processes, enabling sales operations to go smoothly and ensure the implementation of sales strategies to further the growth of the organization. Gather and organize data and generate deeper customer insight in order to enhance sales force productivity.  

• Forecasting Support: Lead advanced forecasting, scenario modeling, and capacity analyses across new business, expansion and retention. 

• Data Management: Oversee complex data sets and ensure data integrity across multiple systems and sources for strategic GTM reporting. 

• Reporting and Analysis: Design and interpret dashboards and analytical reports that surface actionable insights and drive data-based decisions. 

• Process Execution: Standardize and optimize RevOps processes to ensure alignment with strategic goals and operational efficiency. 

• Tool Utilization: Implement and enhance tooling to support scale, automation, and visibility. 

• Stakeholder Collaboration: Partner with cross-functional leaders to translate business strategy into operational solutions and process enhancements. 

• Learning and Development: Mentor less experienced RevOps business partners and share best practices to elevate team capabilities and improve operational maturity. 

• AI Usage: Integrate AI-driven forecasting inputs and scenario models into the sales planning and pipeline analysis process. Generate and interpret predictive insights related to pipeline risk, customer churn propensity, and expansion opportunities. Design and implement AI-assisted automation and workflows that streamline recurring sales operations processes and improve GTM productivity. 

• All other duties as assigned. 

Experience/Qualifications

• Advanced Excel, including macros and complex modeling. 
• Proficient in CRM platforms (e.g., Salesforce), including data schema and report creation. 

• Strong experience with analytics tools (e.g., Tableau, Power BI, SQL). 

• Understanding of forecasting methodologies and sales pipeline analysis. 

• Ability to automate reporting and build dashboards for leadership. 

Benefits

We offer a competitive compensation and benefits package, opportunities for career growth, Pension plan with company-matched contributions, generous time off and flexible work/life balance, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.