Life Insurance Tech Transformation Manager

EY; San Jose (CA); Remote; USD 161,000 - 267,000; Full time

Job summary

EY is seeking a Manager - Technology Consultant in Life Insurance Transformation to guide complex transformations across processes, systems and technology. You will manage engagements, mentor teams, and drive impactful outcomes for life insurance, annuity and retirement operations.

Join EY’s Financial Services Organization to work with top clients, apply Agile/Scrum practices, and shape roadmaps for modern digital platforms in a dynamic, globally connected environment.

Qualifications

• Bachelor's degree in business administration, Sales, Marketing, or related field; MBA preferred.
• Strong knowledge, and direct working experience, with Agile/Scrum methodologies
• Proven experience (10+ years) in managing enterprise implementations of SPM solutions (SAP Commissions preferred. CaptivateIQ and Varicent considered)
• Strong knowledge of sales compensation, incentive design, and performance management principles
• Excellent organizational, leadership, and communication skills
• Ability to manage enterprise SPM transformations and work in a fast-paced environment
• PMP or other project management certification is a plus

Responsibilities

• Managing large, multi-phase projects, communicate with and manage client expectations, build the project team, and manage scope, risk, budget, and timeline activities
• Providing high-level technology assessments, planning, recommendations, and project management with a focus on developing and achieving client goals and objectives
• Identifying key client risks and opportunities, determine client needs utilizing standard assessment techniques and tools, use innovative approaches to evaluate and validate needs, analyze and develop recommendations for the client in the context of the engagement
• Implementing and overseeing the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance
• Participating in business development and presentation of proposal activities
• Providing project status reporting, metrics, billing, and client progress reports
• Ensuring engagements are clearly documented

Skills

Agile/Scrum

Sales Performance Management

Stakeholder leadership

Project management

Communication skills

Education

Bachelor's degree in business administration, Sales, Marketing, or related field

MBA preferred

PMP or other project management certification is a plus

Tools

SAP Commissions

CaptivateIQ

Varicent

Job description

EY is seeking a Manager - Technology Consultant in Life Insurance Transformation to guide complex transformations across processes, systems and technology. You will manage engagements, mentor teams, and drive impactful outcomes for life insurance, annuity and retirement operations.

Join EY’s Financial Services Organization to work with top clients, apply Agile/Scrum practices, and shape roadmaps for modern digital platforms in a dynamic, globally connected environment.