Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 47 days ago

Head of Professional Services

Workable (global search)108,016 open roles

Where
United States
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowHead of Professional ServicesWorkable (global search) · United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 47 days ago

Workable (global search) median: 7 days open

The posting

About Andesa

Andesa is the leading provider of policy and plan administration solutions in the Advanced Markets space, including policy transaction management and NQDC recordkeeping. These solutions simplify the ongoing administration of complex life insurance and annuity products in BOLI, COLI, ICOLI, and Private Placement. Using market and product expertise, configurable capabilities for complex products, and security and reliability at scale, Andesa improves speed to market and empowers carriers and brokers to serve high-value markets with confidence.

In late March 2026, Terminus Capital Partners, an Atlanta based private equity firm focused on enterprise software companies, acquired a majority stake investment in Andesa to accelerate growth and increase investment in technology modernization, platform capabilities, and long-term innovation, while preserving the company's client-centric culture and operational continuity.

The hiring of a Head of Professional Services builds on this momentum and reflects Andesa's commitment to invest in the people, processes, and platforms behind its policy lifecycle and plan administration solutions.

The Opportunity

This is an opportunity to lead a critical client delivery function at a company serving a highly specialized and relationship-driven market. As Andesa’s Head of Professional Services, you will oversee the end-to-end delivery of client engagements across Andesa platforms, from initial discovery and requirements definition through implementation coordination.

You will own the Professional Services function, including the project management and Business Analyst teams responsible for Client Change Requests (CCRs), client discovery, Business Requirements Documents (BRDs), estimation, scoping, and delivery execution. This role is central to ensuring client-driven requirements are accurately captured, thoughtfully documented, properly scoped, and coordinated into the broader product release process.

This is a highly cross-functional leadership role, ideal for someone who can balance people leadership, delivery strategy, client partnership, operational rigor, and continuous process improvement. You will partner closely with Product, Engineering/Development, Sales/Account Management, and Support to ensure client needs are clearly understood, implementation-ready, and aligned with business goals.

What You'll Own

People Management

· Manage, coach, and lead the Project Management and Business Analyst teams responsible for Client Change Requests (CCRs).

· Provide regular feedback, coaching, performance management, and career development opportunities for team members.

· Set individual and team goals while fostering a collaborative, high-performing delivery culture.

Professional Services Leadership and Strategy

· Lead the day-to-day operations of the Professional Services function across client engagements.

· Establish and maintain delivery standards, methodologies, and best practices.

· Define team goals, KPIs, and performance standards aligned with delivery quality and client satisfaction.

Client Delivery Execution

· Ensure high-quality delivery, timeliness, and client satisfaction across the Professional Services portfolio.

· Serve as an escalation point for delivery risks, client issues, and cross-project dependencies.

· Oversee the delivery of new client implementations (new client logos) and related client engagements, ensuring requirements are properly scoped and engagements are successfully delivered.

· Oversee the intake, triage, prioritization, scoping, and tracking of Client Change Requests (CCRs).

· Own the estimation process for client engagements and CCRs, ensuring effort, cost, and timeline estimates are accurate and defensible.

Client Discovery and Requirements Management

· Own the client discovery process for new engagements and change requests.

· Ensure discovery sessions produce accurate, complete, and actionable business requirements.

· Establish repeatable discovery frameworks, templates, and documentation standards.

· Ensure Business Requirements Documents (BRDs) are authored to a consistent, high-quality standard.

· Review and approve BRDs prior to implementation handoff.

· Maintain traceability between client discovery findings, documented requirements, and delivered outcomes.

Collaboration and Stakeholder Engagement

· Partner closely with the Product Owner to communicate delivery timelines, estimates, and client priorities.

· Coordinate with Engineering and Development teams on implementation feasibility and delivery timelines.

· Align with Sales, Account Management, and Support teams to ensure client expectations and delivery commitments are met.

Continuous Improvement

· Lead initiatives to optimize Professional Services tools, processes, and documentation standards.

· Identify opportunities to improve discovery, estimation, delivery practices, and overall operational effectiveness.

What We're Looking For

This role requires a strong blend of client delivery leadership, people management, requirements expertise, and operational discipline. The right candidate is comfortable leading teams, partnering with senior stakeholders, navigating complex client needs, and bringing structure to discovery, estimation, and implementation processes.

Requirements

Must have

· 8 to 10 years of experience in professional services, client delivery, or project management leadership roles.

· Strong knowledge of the life and annuity insurance industry, preferably including executive benefits.

· Demonstrated experience managing Business Analysts and/or project teams.

· Proven ability to lead client delivery and Business Analyst teams in an Agile, Waterfall, or hybrid environment.

· Expertise in requirements gathering, discovery facilitation, and BRD authorship.

· Strong background in estimation, scoping, and coordination with product/release management processes.

· Strong communication and stakeholder management skills, including with senior client contacts.

· Comfortable engaging with technical teams on system architecture and implementation feasibility.

· Bachelor’s degree or equivalent experience.

Nice to have

· Familiarity with Jira, SharePoint, GitHub, and AI-enabled productivity or delivery tools.

· Experience improving or scaling delivery methodologies, discovery frameworks, templates, and documentation standards.

· Experience working closely with Product Owners, Engineering, Sales, Account Management, and Support in a client delivery environment.

· Ability to travel, including occasional overnight stays.

Benefits

What We Offer

· Starting base salary range of $125,000-$175,000 with performance driven variable compensation

· Comprehensive medical, dental, and vision coverage for employees

· 401(k) retirement plan with competitive employer matching contributions

· Generous PTO program with annual allocations based on years of service

· The opportunity to lead and shape a critical Professional Services function as Andesa continues to invest in client delivery, technology modernization, and long-term growth

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.