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Applied Systems

Builds cloud software for insurance agencies

Business Operations Specialist

Business OperationsUpdated on Nov 14
Full-timeNo salary listed

About the Job

Requirements

  • Strong numerical ability and a high level of accuracy when working with revenue, billing, or utilisation data.
  • Advanced Excel skills, including lookups, pivot tables, and data cleansing, and confidence building clear reports and PowerPoint presentations.
  • Strong task, time, and project management skills, with the ability to manage multiple priorities and deadlines while staying organised, analytical, and calm when plans change.
  • 1–3 years of experience in a PMO, project coordination, services operations, or business operations role, and a bachelor’s degree or equivalent work experience; ideally in business, finance, or a related field.
  • Strong written, verbal, and presentation skills, with the confidence to engage colleagues at all levels and a proactive, curious drive to improve processes.

Responsibilities

  • Maintain an accurate Professional Services project portfolio in the PSA tool and deliver a weekly RAG-rated reporting cycle that surfaces risks, issues, and upcoming milestones for owners to resolve.
  • Alert leadership early to slippage, cost overruns, at-risk milestones, and decisions needed by tracking progress against plan and budget.
  • Coordinate a smooth Sales-to-Services handoff and reconcile the services backlog so every sold service has a tracking project and the delivery team can see what the client purchased.
  • Deliver accurate, on-time billing and revenue reporting, including the monthly forecast, month-end actuals, utilisation, capacity, and project margin reporting that supports resourcing and commercial decisions.
  • Create dashboards, KPI reports, and leadership packs using Power BI and Excel to provide timely insight into delivery, revenue, utilisation, and backlog; improve processes to reduce manual effort and improve data quality.
  • Partner day to day with the Director of Professional Services, Project Managers, Client Implementation Managers, Sales, Finance, Billing, and Resource Management, including PMO standards, governance meetings, action tracking, and team engagement activities.

Desired Qualifications

  • Experience with a Professional Services Automation platform, ideally NetSuite or Certinia, and/or Salesforce.
  • Exposure to Power BI or similar reporting and visualisation tools.
  • Experience in a software, SaaS, or consulting services organisation, or in the insurance industry.
  • Project management or business analyst training or certification.

About the Company

Applied Systems

Builds cloud software for insurance agencies

Applied Systems builds cloud software for insurance agencies and brokers to manage client relationships, policies, and back-office work. Its flagship Applied Epic combines property and casualty insurance with employee benefits in one agency management platform. Staff use its browser interface to quote coverage, record policy details, track sales opportunities, manage accounting, and review dashboards without switching between separate systems. Applied sells its software alongside implementation services, customer support, and training that help agencies move their records and workflows onto the platform. The company was founded in 1983 and is headquartered in Chicago, Illinois.

Company size
1,001-5,000
Company stage
Acquired
Total funding
$2.5B
Headquarters
Chicago, IL
Founded
1983

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