Services Advisor

Role title: Services Advisor

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

Location: Remote - US - Chicago, Dallas, Atlanta

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

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…