ORS Partners

Customer Account Manager

Job Locations US-UT-Salt Lake City
Posted Date 4 months ago(11/26/2019 1:16 PM)
# of Openings
Customer Service / Call Center


We are currently looking for a Customer Account Manager in the Salt Lake City, UT office. The purpose of this position is to support iPipeline AMS/CRM clients on a day to day basis, provide project management to ongoing custom projects, and provide exceptional customer relationship management to their needs and specific implementations.



Key Responsibilities


  • Project and account management of customer work processes, and configuration of iPipeline software to meet the needs of the customer.
  • Consult with customers on how best to utilize iPipeline’s suite of products to meet their needs and their work flow processes.
  • Facilitate the efforts of multiple teams, both technical and non-technical in implementing new customers.
  • Provide assistance in problem resolution processes and provide status to all team members on the progress of customer implementations.
  • Conduct training sessions and provide support for customers on iPipeline software products. Training both in classroom settings, via the Internet and onsite.
  • Direct point of contact for building and maintaining long term relationships.
  • Demonstrate excellent presentation, communication and organizational skills, as well as the ability to follow up with clients and keep them informed





  • 2-5 years in account management, project management and/or product management experience, preferably in the software or financial services industry
  • Require a bachelor’s degree or equivalent work experience
  • Ability to effectively and efficiently manage multiple projects and clients
  • Proven ability to proactively identify issues, diplomatically resolve problems
  • Excellent presentation and communication skills
  • Demonstrated experience providing outstanding customer service
  • Ability to communicate effectively and interface well with both external and internal clients

Other Skills and Abilities:


  • Develop knowledge of life insurance industry, related business processes and iPipeline software products.
  • Utilize project management tools and skills to effectively and efficiently manage multiple client implementations.
  • Strong technical skills – Word, Excel, MS Office and PowerPoint
  • Strong analytical and organizational skills.
  • Ability to learn quickly and work independently.


About Us:


iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers, and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, reporting, consumer delivery and agency management.


iPipeline makes it easier for people to purchase investment and insurance products that secure their financial future. iPipeline’s platform is used by approximately 150 carriers, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.




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