As a market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, protection, and financial services industry. With one of the industry's largest data sets, we help advisors and agents automate, digitally optimize, and grow their businesses to 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 continue 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 to have been recognized in the industry as a repeat winner of various excellence awards, including our selection as a 2022 Top Workplace in the U.S., and as a Best Life Insurance Software Solution award winner in the UK. We believe that the culture we've built for our nearly 900 employees around the world is exceptional -- and we've built a place where our employees love to come to work, every single day.

　　We are looking for a Director of Client Services in our Exton, PA headquarters.

　　Serving as the primary liaison, between the company and multiple concurrent customer projects having primary responsibility for providing quality customer implements and achieving target profitability objectives. The role will also encompass all project management tasks, developing, managing, and communicating detail project plans to ensure that tasks are completed on time, within budget, and meet or exceed specifications.

　　Primary Responsibilities:

　　Manages Project Managers: Provide Client Level Guidance to PM Compliance with Best Practices, Support PM is influencing decisions Review deviations to Best Practices and coach PM through the process for approval Prepare PMs for Strategic Account Reviews Monthly Governance Meetings Projector Resource Time management and Project Data accuracy. Mentor PMs and ensure success of all Project Managers Planning, Resource, Release and Sprint. Methodology - Education and review of compliance Maintenance Agreements - Monthly Report Client Management (Monthly Meeting, Account Plans, etc) Time Reporting Support PMs in Program Level Planning Statements of Work for New Implementations Support of evening and/or weekend deployments may be required.

　　Pricing and Proposals:

　　Participates in and Influences Executive Steering Committee Meetings Sales and Sales Support New Opportunity Sales to Existing Accounts Manage Multiple Employees and Managers Optimize staffing across teams Proactively identify resource adjustments and needs Financial Reporting Billing and Forecasting (Projector) Accuracy for all PMs, historically, current, and upcoming 3-6 months Proactive Management of Opportunities and Milestones Proactive Reporting on Monthly Billings and Risk Driving milestones to completion without impacting quality

　　Knowledge & Skill Requirements:

　　Demonstrated ability to manage the financial requirements and profitability of the project engagement from inception to completion Must have effective customer interview skills Strong knowledge of the software development lifecycles and process improvement methodologies Excellent time management, organizational, and negotiating skills Expert with Word, Excel, Microsoft Project, Powerpoint, and Visio Advanced Management Training and Technical Certifications are a plus Ability to effectively communicate Strong aptitude for problem-solving and technology

　　Education and Experience Required:

　　Bachelor's degree in Business, Project Management, MIS, Computer Science or related professional experience. AGILE experience is a must 10 to 15 years of experience interfacing with external clients in a project management role (IT/Software) External client experience in running and managing projects and financial profitability Experience in implementing projects from beginning to end for small to mid-size companies PMP Certification is also desirable