Manager, Services Advisors

Applied Systems•Chicago, IL

16h•Hybrid

About The Position

Amazing Career Moments Happen Here Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible. Position Overview We’re searching for a Manager, Services Advisors to join our CX Services team — a predominantly remote (or hybrid if preferred) role for someone residing near either our Chicago, Atlanta or Dallas offices. Reporting within the CX Services organization, this leader manages a team of Services Advisors who scope the training, consulting, and technical assistance engagements Applied customers need — work whose success depends on how closely the estimated scope matches what’s actually delivered. This role owns the accuracy, consistency, and continuous improvement of that scoping process, and is expected to be an AI thought leader for the team: proactively finding ways to automate manual work, speed up discovery and estimating, and raise the quality of what customers and Sales receive. It’s a role for someone who’s equally comfortable coaching a team, presenting scope and timelines directly to customers, and partnering closely with Sales and Services stakeholders to shape the future of how Applied scopes its services. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.

Requirements

3–5 years of experience in a client-facing, sales support, or professional services role
Strong interpersonal skills, with a track record of leading, contributing to, and driving innovation within a team
Experience as a people leader who gives clear feedback and coaching to drive results and continuous improvement
A demonstrated interest and aptitude for AI tools, with a mindset toward using technology to improve workflows and reduce manual effort
Experience with APIs, database technology, data warehousing concepts, and integration strategy
Exceptional speaking, facilitation, and presentation skills, along with outstanding technical writing skills

Nice To Haves

Insurance industry knowledge or experience
Experience using AI tools to automate or streamline business processes — particularly in scoping, estimating, or documentation workflows
Intermediate to advanced skills in MS Office, Salesforce, and Tableau
SaaS or Professional Services sales experience

Responsibilities

Manage and develop a team of Services Advisors, driving performance, accuracy, and continuous improvement in how the team scopes services engagements
Identify and implement AI-powered tools and automation to reduce manual work and speed up scoping and estimating — and serve as the team’s go-to AI thought leader
Present scope of work and timelines directly on customer calls, bringing strong presentation skills and executive presence, and help Sales close deals when needed
Partner with the Integration Services team to strengthen technical scoping practices across the Services Advisor team
Build and maintain strong relationships with Sales and Services stakeholders, and collaborate with Sales Management to identify new service opportunities for current and prospective customers
Manage active opportunity pipelines and produce accurate work estimates that support Sales in closing business and contribute directly to services revenue
Achieves a high level of client satisfaction by delivering creative, compelling, and impactful solutions to address customers' business priorities
Present to senior leadership on emerging trends and opportunities to improve the service Applied delivers across the customer journey