Head of Professional Services

TCP

Head of Professional Services leading client delivery for Andesa’s policy and plan administration solutions. Managing teams, discovery, requirements, estimation, implementations, and change requests.

Posted 8/18/2026full-timeRemote • 🇺🇸 United StatesLead💰 $125,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client delivery and project management teams, with a strong focus on requirements gathering, estimation, and high-quality delivery standards. Proven ability to foster collaboration and optimize operational effectiveness in professional services environments.

Highest-signal resume keywords

Project Management LeadershipRequirements Gathering ExpertiseAgile and Waterfall MethodologiesClient Delivery ManagementStakeholder Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Requirements GatheringEstimationScopingBusiness Requirements Document (BRD) AuthorshipPerformance ManagementDelivery Standards EstablishmentKPI DevelopmentClient Change Request (CCR) ManagementOperational Effectiveness OptimizationTeam Goal Setting

Soft Skills

CoachingCollaborationFeedback ProvisionProblem SolvingStakeholder Management

Tools & Technologies

JiraSharePointGitHubAI-Enabled Productivity Tools

Industry Keywords

Professional ServicesLife and Annuity InsuranceClient DeliveryExecutive BenefitsAgile EnvironmentWaterfall Environment

About the role

Key responsibilities & impact

Manage, coach, and lead the Project Management and Business Analyst teams responsible for Client Change Requests (CCRs)
Provide feedback, coaching, performance management, and career development opportunities
Set individual and team goals and foster a collaborative, high-performing delivery culture
Lead day-to-day operations of the Professional Services function across client engagements
Establish delivery standards, methodologies, best practices, team goals, KPIs, and performance standards
Ensure high-quality, timely delivery and client satisfaction across the Professional Services portfolio
Serve as escalation point for delivery risks, client issues, and cross-project dependencies
Oversee new client implementations and related client engagements
Oversee intake, triage, prioritization, scoping, and tracking of Client Change Requests
Own estimation for client engagements and CCRs, ensuring effort, cost, and timeline estimates are accurate and defensible
Own client discovery for new engagements and change requests
Ensure discovery produces accurate, complete, actionable business requirements
Establish discovery frameworks, templates, and documentation standards
Ensure BRDs meet consistent, high-quality standards; review and approve BRDs before implementation handoff
Maintain traceability between discovery findings, requirements, and delivered outcomes
Partner with Product, Engineering/Development, Sales/Account Management, and Support on timelines, feasibility, priorities, expectations, and commitments
Lead initiatives to optimize Professional Services tools, processes, documentation, discovery, estimation, delivery practices, and operational effectiveness

Requirements

What you’ll need

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
Experience managing Business Analysts and/or project teams
Ability to lead client delivery and Business Analyst teams in Agile, Waterfall, or hybrid environments
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
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

Comp & perks

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