Technical Sales Consultant Jobs in Pennsylvania

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!

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.

The Expert Technical Business Analysis Consultant partners directly with clients, end users, and business stakeholders to design, deliver, and support solutions that address complex business needs. This role consults with customers to understand business structure, policies, operations, and objectives; translates them into detailed functional and technical specifications; evaluates core platform capabilities and available technology options; and aligns technology solutions with client operations. The Expert TBA leads the analysis, design, and implementation of complex technical projects using a combination of product functionality, configurable platform components, custom solutions, and system integrations, maintaining full ownership of solutions from initial requirements through production support. This senior-level individual contributor demonstrates deep expertise in business processes, system integration, back-office workflows, troubleshooting, and enterprise solution design, operating with wide latitude for independent judgment and accountability for billable client outcomes. The role may assist and support less experienced analysts and serves as a key point of contact for technical decisions within client engagements.

Documentation:

Typically requires 6+ years of experience in solution analysis, design, and implementation with a focus on complex business problems through configuration and development of low-code/no-code platform solutions, or equivalent related experience.

Background in financial services (general and life insurance) encouraged.

Client Consulting & Delivery Lifecycle Knowledge: In-depth knowledge of client discovery, requirements definition, solution assessment, system architectures, integrations, implementation support and the software development lifecycle.

Requirements Engineering & Modeling: Expertise in elicitation, analysis, modeling, documentation, and validation techniques applied to complex, multi-stakeholder client environments; ability to independently produce comprehensive functional and non-functional specifications with clear acceptance criteria.

Business Analysis & Needs Assessment: Expertise in business analysis methodologies, process analysis, needs assessment, and evaluation of solution options.

System Architecture & Integration: Deep knowledge of system architecture, platform capabilities, integrations, APIs, and data flows; ability to lead integration projects involving multiple systems, platforms, and APIs; ability to assess available technologies, identify constraints, and recommend integration approaches; and design and document comprehensive solutions.

System Architecture & Integration: Deep knowledge of system architecture, platform capabilities, integrations, APIs, and data flows; ability to lead integration projects involving multiple systems, platforms, and APIs; ability to assess available technologies, identify constraints, and recommend integration approaches; and design and document comprehensive solutions.

Client Documentation & Process Modeling: Strong ability to create clear requirements models, process maps, solution documentation, data flows, user guides, and training materials for business and technical audiences.

Solution Validation & Testing: Ability to define test scenarios from specifications, analyze test results and defects, support integration and user acceptance testing, and confirm that delivered solutions meet client requirements.

Data Analysis: Advanced knowledge of SQL or querying tools for data extraction and analysis, troubleshooting, and solution validation and advanced querying (SQL, NoSQL). Strong understanding of relational database concepts, table relationships, and data structures used to support platform configuration and client solutions.

Analysis & Documentation Tools: Proficiency with tools used across the client engagement lifecycle, including requirements and backlog management tools (e.g., Jira, Azure DevOps), process-modeling and diagramming tools (e.g., Lucidchart, Microsoft Visio, Miro), collaborative documentation platforms (e.g., Confluence, SharePoint), and testing management tools (e.g., Zephyr for Jira, TestRail); experience with AI-assisted documentation, diagramming, and analysis tools.

Emerging Technology Literacy: Foundational understanding of AI/ML concepts (e.g., supervised/unsupervised learning, NLP, generative AI) sufficient to evaluate AI applicability, communicate with AI engineering teams, and assess AI-driven tools for business analysis workflows.

Technical Fluency: Proficiency in reading, debugging, and discussing code logic with developers; able to write targeted scripts or basic SQL queries to validate requirements, test solutions, or support ad hoc data analysis, complementing the advanced querying competency described separately.

Problem Solving: Expert analytical and consulting skills; able to structure ambiguous client problems, identify root causes, evaluate options, and recommend practical solutions.

Agile Experience: Demonstrated experience working within an Agile environment, preferably within a SCRUM team.

Security & Compliance: In-depth understanding of data security, privacy regulations, and compliance standards (e.g., GDPR, HIPAA) and how they apply to technical solutions.

Stakeholder Communication: Ability to create documentation and communicate requirements, options, findings, and recommendations to end users, technical teams, clients, and senior stakeholders.

Peer Guidance: Ability to assist and provide support to less experienced team members on requirements approaches, platform concepts, and technical project work as needed.

Organization & Accountability: Well organized with the ability to manage multiple tasks and prioritize workload effectively; demonstrates strong ownership and accountability to drive work to resolution and deliver on commitments with minimal direction.

Stakeholder Management: Strong negotiation and stakeholder management skills; ability to ensure alignment between business goals and technical capabilities.

Continuous Improvement Mindset: Proactively identifies needed adjustments in own area of responsibility; challenges existing approaches and sets priorities to improve effectiveness.

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.