Services Advisor

Job Description

Role title: Services Advisor 

Salary range: $70,000 - $107,000 USD

Location: Remote - US - Chicago, Dallas, Atlanta

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The opportunity 

Applied is building the connective intelligence that moves insurance. Every function contributes to that work. In this role, you will work closely with our customers to diagnose critical business needs and architect comprehensive project scopes. We need an expert who can look beyond the initial request to define the full breadth of an engagement, ensuring that the resulting plans accurately reflect the human and technical effort needed across various teams to deliver a world-class experience.

What you’ll own 

• Partner with Applied Sales and the Services Delivery teams to identify and pursue client-specific services opportunities and promote the use and expansion of services within the Applied customer base
• Conduct deep-dive discovery sessions with agency stakeholders to understand their requirements and determine the appropriate consulting and/or services engagement
• Design end-to-end professional services project scopes and develop comprehensive Statements of Work (SOWs) that accurately define project boundaries, deliverables, timelines and the specific level of effort required from our services team
• Identify pre-sales blind spots to support appropriate resource allocation and reduce scope creep
• Effectively and confidently present project methodology, project scope, phases, timelines and cost to executive-level stakeholders to secure buy-in and ensure organizational readiness
• Coordinate closely with Sales, Implementation, Data and Solution Services to ensure a seamless handoff to ensure the delivery aligns with the pre-sold vision
• In scenarios requiring a custom or creative solution, collaborate early with Services to validate customer requests 
• Collaborate regularly with Sales to identify opportunities for additional services for both new and existing customers
• Serve as a key team member on assigned M&A Programs to confirm appropriateness of services required for successful data migrations

What you’ll bring 

• 5+ years experience in Professional Services or Consulting, specifically in managing or scoping complex software implementations
• 5+ years experience in the insurance industry with domain knowledge of insurance agency workflows, allowing you to anticipate customer needs and offer collaborative and expert guidance
• Strong attention to detail to enable you to accurately estimate effort and develop reliable project timelines and budgets
• Ability to translate complex projects into clear, actionable, phased implementation plans.
• Demonstrated interest and aptitude in AI tools with a mindset toward leveraging technology to improve workflows and reduce manual effort
• Experience with API's, database technology, data warehousing concepts, and integration strategy
• Technical writing skills
• Strong active listening and interpersonal communication
• Ability to tactfully challenge unrealistic client expectations and guide stakeholders toward the most effective project approach
• Prioritization skills to ensure timely deliverables and responses
• Familiarity with Applied products is a significant plus
• Experience in consultative selling is also an advantage

Education: Bachelor’s degree or equivalent work experience

Your background may bring strengths we have not listed here. If the role and its impact interest you, we encourage you to apply. 

Build a career that moves an industry 

Applied is the connective intelligence transforming how insurance works. We build the platforms, data, and intelligent systems that connect agencies and carriers across the insurance lifecycle. 

Here, careers move with the work. You can own meaningful decisions, build what reaches the market, expand your scope as the business evolves, and work alongside people who bring expertise, curiosity, and care to what they create. 

What you can expect 

• Work with reach: Build products, services, or programs that support agencies, carriers, and teammates across the insurance lifecycle.  

• Ownership with context: Make decisions with a clear view of customer needs, business priorities, and the teammates who bring the work to market.  

• Growth through scope: Expand your impact through meaningful projects, cross-functional exposure, learning opportunities, and stretch work as the business evolves.  

• Built by people: Work with people who bring expertise, curiosity, and care to what they build, and who share accountability for moving the work forward.  

Use the language above as a starting point for consistency and quality. Adjust as needed to fit the role, provided every claim is accurate, current, and tied to the work, team, or business impact. 

Benefits and support 

Our benefits support your health, time, and life beyond work. 

NORTH AMERICA 

• Medical, dental, and vision coverage 

• Holiday and vacation time 

• Health and wellness days 

• A day off for your birthday 

Compensation transparency 

The anticipated base salary range for this position is $70,000 - $107,000 USD. Starting pay reflects the role’s scope and the successful candidate’s relevant experience, skills, and location. 

Candidate security 

Applied communicates with candidates through an @appliedsystems.com email address or our official careers portal. Our recruiters will never request payment or ask for bank account details, government identification numbers, or other sensitive financial information during initial recruiting conversations. 

Background checks 

Employment is contingent on successful completion of the background checks and verification steps that apply to the role and location. 

Use of AI in recruitment 

Applied may use AI-enabled tools to support parts of the recruitment process, such as organizing application information, scheduling, and workflow administration. Hiring decisions include human review and follow applicable laws and company policy.

Equal employment opportunity 

Applied Systems is an Equal Employment Opportunity Employer. We make employment decisions based on job-related qualifications and business needs, without regard to race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, or any other status protected by applicable law. 

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