Principal Sales Engineer (Pre-Sales)

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

 

Job Summary:

• The Principal Pre-Sales Engineer is a recognized technical authority who drives strategy for the most complex, high-value opportunities.
• This role sets pre-sales standards, influences go-to-market direction, and serves as a trusted advisor to senior leaders internally and externally.

Strategic Sales Partnership:

• Shape technical sales strategy for strategic or enterprise accounts.
• Advise Sales leadership on targeting, deal approach, and technical positioning.
• Influence executive-level decision-makers.
• Act as technical and business authority across multiple high-risk or high-value opportunities.

Structured Technical and Business Need Discovery & Needs Analysis:

• Lead complex, multi-stakeholder discovery efforts.
• Define success criteria for large, strategic deals.
• Identify systemic risks along with architectural and business tradeoffs.

Solution Design & Architectural Guidance:

• Present advanced, multi-product models to support prospect conversation driving toward their outcomes.
• Set architectural direction for non-standard or novel use cases.
• Define guardrails and best practices for solution feasibility.
• Anticipate and manage systemic technical risks across portfolios of deals.

High-Impact Demo Engineering & Storytelling:

• Design executive-level demos and proof points that drive the customer's desired outcomes.
• Establish demo standards, narratives, and reusable frameworks.
• Coach others on storytelling and technical presentation.

Cross-Functional Collaboration With Product & Marketing:

• Act as a key field voice influencing product strategy.
• Partner on positioning, differentiation, and competitive strategy.
• Shape enablement and messaging frameworks.

Data-Driven Decision-Making:

• Analyze trends across pipeline, win/loss, and product adoption.
• Use insights to influence sales strategy an