Services Advisor

Applied Systems•Chicago, IL

8d•Remote

About The Position

The Services Advisor works closely with customers to diagnose business needs and define comprehensive project scopes. The role determines the human and technical effort needed across teams to deliver customer engagements, and partners with Sales and Services Delivery to identify and expand services opportunities. It also supports assigned M&A programs by confirming the services needed for successful data migrations. The position is remote in the United States, with the posting listing Chicago, Dallas, and Atlanta. The anticipated base salary range is $70,000–$107,000 USD. A bachelor’s degree or equivalent work experience is listed as the educational background. Employment is contingent on applicable background checks and verification steps.

Requirements

At least 5 years of experience in Professional Services or Consulting, specifically managing or scoping complex software implementations.
At least 5 years of experience in the insurance industry, with domain knowledge of insurance agency workflows.
Strong attention to detail for estimating effort and developing reliable 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 using technology to improve workflows and reduce manual effort.
Experience with APIs, database technology, data warehousing concepts, and integration strategy.
Technical writing skills.
Strong active listening and interpersonal communication skills.
Ability to tactfully challenge unrealistic client expectations and guide stakeholders toward an effective project approach.
Prioritization skills to ensure timely deliverables and responses.
Bachelor’s degree or equivalent work experience.

Nice To Haves

Familiarity with Applied products.
Experience in consultative selling.

Responsibilities

Partner with Applied Sales and Services Delivery to identify and pursue client-specific services opportunities and promote services within the customer base.
Conduct discovery sessions with agency stakeholders to understand requirements and determine the appropriate consulting or services engagement.
Design end-to-end professional services project scopes and develop Statements of Work defining project boundaries, deliverables, timelines, and required effort.
Identify pre-sales blind spots to support resource allocation and reduce scope creep.
Present project methodology, scope, phases, timelines, and costs to executive stakeholders to secure buy-in and support organizational readiness.
Coordinate with Sales, Implementation, Data, and Solution Services to ensure a seamless handoff and alignment between the pre-sold vision and delivery.
Collaborate early with Services to validate customer requests that require a custom or creative solution.
Work with Sales to identify additional services opportunities for new and existing customers.
Serve as a key team member on assigned M&A programs, confirming services needed for successful data migrations.