Principal Account Executive; Wealth

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.

Job Summary:

• The Principal Account Executive operates as a senior enterprise seller responsible for the organization’s most complex high-impact opportunities or accounts. Operating with minimal oversight, this role shapes long‑term customer or market strategies, influences internal stakeholders, and drives substantial business outcomes.

Pipeline Development & Opportunity Creation:

• Strategically identify and pursue enterprise‑level opportunities and new market entries with significant revenue impact.
• Use AI‑driven insights to evaluate enterprise opportunity trends, assess deal and pipeline risk, and inform prioritization of high‑impact pursuits and market entry strategies.

Customer Engagement & Relationship Management:

• Lead advanced negotiations and commercial / financial deal structure. Build and sustain executive‑level client relationships across enterprise organizations.

Sales Execution & Revenue Accountability:

• Lead enterprise or multi‑year sales pursuits with significant revenue impact.

Solution Design & Value Creation:

• Architect complex, customized solutions aligned with enterprise client transformation goals. Understand and articulate how the company solution integrates / complements a wider IT landscape.
• Use AI‑enabled analysis to inform the design of complex, enterprise solutions by evaluating customer technology landscapes, transformation priorities, and value realization pathways.
• Serve as an escalation point for complex customer situations.

Pipeline, Data, & Forecasting Management: