Head of Professional Services
Confidential
Head of Professional Services
About the Company
Innovative provider of policy & plan administration solutions for complex life insurance & annuity products
Industry
Insurance
Type
Privately Held
Founded
1983
Employees
51-200
Specialties
- third party adminstration (tpa)
- application service provider (asp)
- life insurance
- annuity
- coli
- boli
- corporate life market
- and business process outsourcing (bpo)
About the Role
The Company is seeking a Head of Professional Services to lead the critical client delivery function in a highly specialized and relationship-driven market. The successful candidate will be responsible for the end-to-end delivery of client engagements, from initial discovery and requirements definition to implementation coordination. This role is pivotal in ensuring that client-driven requirements are accurately captured, documented, and integrated into the product release process. The Head of Professional Services will also oversee the Professional Services function, including the project management and business analyst teams, and will be central to maintaining delivery standards, methodologies, and best practices. Applicants must have 8 to 10 years' of experience in professional services, client delivery, or project management leadership roles, with a strong knowledge of the life and annuity insurance industry. The role requires expertise in requirements gathering, discovery facilitation, and BRD authorship, as well as a proven ability to lead teams in Agile, Waterfall, or hybrid environments. Strong communication, stakeholder management skills, and the ability to engage with technical teams on system architecture are essential. The ideal candidate will be adept at continuous process improvement, and collaboration, and will have a background in estimation, scoping, and coordination with product/release management processes. A Bachelor's degree or equivalent experience is required, with a preference for candidates familiar with tools such as Jira, SharePoint, and GitHub.
Hiring Manager Title
Chief Services Officer
Functions
- Operations
- ...Head of HR, Financial Services About the Company A fast-growing, cross-border financial services platform expanding into the US market.... ...hands-on leadership role demands a strategic and resilient professional with a proven track record in building HR and...SuggestedWork at officeLocal area
$116k - $145k
...risk management.At Ripple Treasury, we believe that data-driven decisions are the heartbeat of a successful enterprise. As a Professional Services Consultant, you are the critical link between our cutting- edge technology and the real-world financial goals of our global...SuggestedFull timeWork at officeLocal area$179.5k - $221.5k
...for that moment: the same platform humans run their most critical workflows on is where agents now operate alongside them. Professional Services is where that redesign happens.The Technical Project Manager runs delivery on our most complex engagements. This is not a coordination...SuggestedLive inRemote workShift work- ...and present updates to the AI SteerCo including the global Head of ProServMaintain clear documentation, decision logs and progress... ...or similar roleExperience in a global SaaS, technology or professional services environment preferredNon-traditional backgrounds welcome. We...SuggestedWorldwide
$128.7k - $153.73k
...always-on customer support across the customer journey - from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves... ...our Revenue Operations department, supporting our growing Professional Services (ProServ) and Solutions Engineering (SE)...SuggestedWork at officeLocal areaWork from homeFlexible hours3 days per week$112.8k - $135k
The Team + The RolePendo’s Professional Services team is part of the broader Strategy & Transformation organization. The team helps customers... ...founded in 2013 by former product managers, who combined their heads and hearts to build something they wanted but never had as...Work at officeRemote workFlexible hours3 days per week- ...Head of GTM, Research Services About the Company International product research platform providing consumer insights & metrics Industry Design Type Privately Held, VC-backed Founded 2018 Employees 51-200 Funding $26-$50 million Categories...
$85k - $122.2k
Job LocationSAN FRANCISCO ZENLEN OFFICEJob DescriptionSales - Professional Oral Health - Territory Account Executive - (San Francisco N, CA) - Open to Sales ProfessionalsAre you a highly motivated Sales Representative? Are you passionate about Dental Health and do you...Full timeWork at officeRelocation- HumanSignal Services is seeking a Director of Finance in San Francisco, California to manage financial planning and business analytics. This leadership role requires a hands-on approach and the ability to drive metrics infrastructure decision-making across the company....
$204k - $238k
Head of Design, Unified Service Platform Denver, CO;San Francisco, CA About Gusto At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers...Full timeWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week$200.1k - $371.5k
...leader ready to drive transformational change across a global pharmaceutical organization? Genentech is seeking an exceptional Head of SSF Site Services Digital Strategy and Products to spearhead the digital evolution of our Site Services division. In this pivotal role, you'...Full timeLocal areaRelocation package$145.4k - $175k
The Team + The RolePendo’s Professional Services team is part of the broader Strategy & Transformation organization. The team helps customers... ...founded in 2013 by former product managers, who combined their heads and hearts to build something they wanted but never had as...Remote workFlexible hours- ...About the Team The DeployCo Deal Desk helps turn customer deployment opportunities into clear, executable professional-services engagements. We partner across Deployment, Sales, Legal, Finance, Technical Revenue, and Operations to ensure every deal has a well-defined...Full timeContract work
- Virtuos in the United States seeks a Head of Engineering Services, a senior executive who will create, structure and scale Virtuos’ Engineering Solutions as a standalone business unit reporting to the COO. You will own end-to-end development of a client-facing engineering...
$80k - $105k
...Account Managers on our Financial Services and Professional Services team lead communications programs for clients across the financial, consulting, and advisory sectors. They bring a strong understanding of how to elevate brand reputation and thought leadership within...Permanent employmentFull timeSummer holidayWork at officeLocal areaRemote workFlexible hours2 days per week$331.6k
...The PositionGenentech is seeking a transformational Vice President, Head of Site Services Operations to lead one of our most strategically critical functions. This pivotal executive role oversees the operational heartbeat of our South San Francisco campus—a 200+ acre complex...Full timeWork at officeLocal area$150k - $180k
...Overview Role: Head of Global Service Operations Department: Customer Experience Reports To: Chief Operating Officer Compensation Range: $150,000.00 - $180,000.00 annually About Us Headquartered in Berkeley, CA, Bellwether Coffee is working to positively transform the...$90k - $125k
...Senior Account Managers on our Financial & Professional Services teams lead integrated communications programs for some of the most influential companies across banking, insurance, consulting, and advisory-driven industries. They bring deep experience in areas such as...Summer holidayWork at officeLocal areaRemote workFlexible hours3 days per week- ...seeking a dynamic and compassionate leader to guide our Dialysis Services team. Position Overview : As the Executive Director of... ...the community, representing our dialysis services in various professional and public forums. Qualifications : Education :...Relocation package
- ...Job Description Job Description We are seeking an experienced Project Manager to join our team in the Professional Services department. The ideal candidate should have extensive experience in managing end-to-end project management activities, including vendor selection...
- : The Independent Living Skills Program (ILSP) Supportive Service Manager is a collaborative and results-oriented leader who will... ...participants to practice and strengthen their independent living skills.Professionally and effectively represent the agency as needed at regularly...Full timeContract workCasual workWork at officeLocal areaTrial periodVisa sponsorshipWork visaRelocation packageMonday to FridayAfternoon shift
- ...critical to sustaining that growth.The Servicing Manager will be a foundational hire responsible... ...retention strategies.Partner with the Head of Servicing & Collections to define... ...’s compensation-including a candidate’s professional background, experience, and location. Final...Work at officeRemote work3 days per week
$149.89k - $167.29k
...Under the direction of the CNO, the Manager of Critical Care Services (ICU & Cath Lab) assures service development personnel management... ...in accordance with applicable policies, procedures and professional standards• Manages human resources to assure quality services...Immediate start- ...you—high-achievers, challenge-seekers, and innovation-chasers.Professionals who never shy away from complex problems. We hire the top 1%... ...your experience base.Connor Group is a specialized professional services firm of Big 4 alumni and top-tier industry executives. Our...Full timeWork at officeRemote work
$170k - $210k
...Join us if you're passionate about enhancing wellness through technology. The Role You'll Play: As Lead Product Manager, Professional Services , you'll operate at the intersection of product strategy, customer need, and commercial opportunity—helping to shape...$107.16k - $238.17k
...Tax practice. Responsibilities:Coordinate with internal client service teams to assist multinational enterprises with preparing and... ...with the development and training of new and experienced staff professionals, maintain professionalism, and provide excellent client serviceAbility...H1bLocal area$168.85k - $185.4k
Overview The Director of Perioperative Services is responsible for the strategic, operational, and financial management of surgical... ...and accountable work culture that promotes teamwork and professional growth. Develop and oversee continuing education and competency...$109.5k - $273.8k
...Francisco office 2-3 days per week.Team OverviewIQVIA Advisory Services is a newly established space within IQVIA but the success of... ...with applicable law. We appreciate your honesty and professionalism.The potential base pay range for this role, when annualized,...Full timePart timeWork at officeImmediate startWorldwide2 days per week3 days per week- ...Director Occupational Therapy Rehabilitation Services Central California just Minutes from Monterrey and wine country! We are seeking... ...leaders to optimize service delivery and patient outcomes. Professional Growth & Autonomy: Champion clinical best practices, mentoring...
- ..., Avigilon, +More75+ Branches Across North America As a Field Service Manager, you will be responsible for overseeing of day-to-day... ...college or equivalent experience; combination of education with professional experience and specialized training is also acceptable....Temporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Head of Professional Services. Be the first to apply!






