Head of Professional Services

Andesa is the leading provider of policy and plan administration solutions in the Advanced Markets space, including policy transaction management and NQDC recordkeeping. These solutions simplify the ongoing administration of complex life insurance and annuity products in BOLI, COLI, ICOLI, and Private Placement. Using market and product expertise, configurable capabilities for complex products, and security and reliability at scale, Andesa improves speed to market and empowers carriers and brokers to serve high-value markets with confidence.

In late March 2026, Terminus Capital Partners, an Atlanta based private equity firm focused on enterprise software companies, acquired a majority stake investment in Andesa to accelerate growth and increase investment in technology modernization, platform capabilities, and long-term innovation, while preserving the company's client-centric culture and operational continuity.

The hiring of a Head of Professional Services builds on this momentum and reflects Andesa's commitment to invest in the people, processes, and platforms behind its policy lifecycle and plan administration solutions.

This is an opportunity to lead a critical client delivery function at a company serving a highly specialized and relationship-driven market. As Andesa’s Head of Professional Services, you will oversee the end-to-end delivery of client engagements across Andesa platforms, from initial discovery and requirements definition through implementation coordination.

You will own the Professional Services function, including the project management and Business Analyst teams responsible for Client Change Requests (CCRs), client discovery, Business Requirements Documents (BRDs), estimation, scoping, and delivery execution. This role is central to ensuring client-driven requirements are accurately captured, thoughtfully documented, properly scoped, and coordinated into the broader product release process.

This is a highly cross-functional leadership role, ideal for someone who can balance people leadership, delivery strategy, client partnership, operational rigor, and continuous process improvement. You will partner closely with Product, Engineering/Development, Sales/Account Management, and Support to ensure client needs are clearly understood, implementation-ready, and aligned with business goals.

• Manage, coach, and lead the Project Management and Business Analyst teams responsible for Client Change Requests (CCRs).
• Provide regular feedback, coaching, performance management, and career development opportunities for team members.
• Set individual and team goals while fostering a collaborative, high-performing delivery culture.

• Lead the day-to-day operations of the Professional Services function across client engagements.
• Establish and maintain delivery standards, methodologies, and best practices.
• Define team goals, KPIs, and performance standards aligned with delivery quality and client satisfaction.

• Ensure high-quality delivery, timeliness, and client satisfaction across the Professional Services portfolio.
• Serve as an escalation point for delivery risks, client issues, and cross-project dependencies.
• Oversee the delivery of new client implementations (new client logos) and related client engagements, ensuring requirements are properly scoped and engagements are successfully delivered.
• Oversee the intake, triage, prioritization, scoping, and tracking of Client Change Requests (CCRs).
• Own the estimation process for client engagements and CCRs, ensuring effort, cost, and timeline estimates are accurate and defensible.

• Own the client discovery process for new engagements and change requests.
• Ensure discovery sessions produce accurate, complete, and actionable business requirements.
• Establish repeatable discovery frameworks, templates, and documentation standards.
• Ensure Business Requirements Documents (BRDs) are authored to a consistent, high-quality standard.
• Review and approve BRDs prior to implementation handoff.
• Maintain traceability between client discovery findings, documented requirements, and delivered outcomes.

• Partner closely with the Product Owner to communicate delivery timelines, estimates, and client priorities.
• Coordinate with Engineering and Development teams on implementation feasibility and delivery timelines.
• Align…