Services Advisor

Applied Systems, Inc.•Atlanta, GA

10d•$70,000 - $107,000•Remote

About The Position

The Services Advisor works closely with customers to diagnose business needs and define comprehensive professional services engagements. The role partners with Applied Sales and Services Delivery to identify customer-specific opportunities, conduct discovery, develop project scopes and Statements of Work, and ensure plans accurately reflect the effort and resources needed for delivery. The advisor presents project approaches and costs to executive stakeholders and coordinates with cross-functional teams to support a smooth handoff and delivery aligned with the agreed vision. The role also collaborates on custom solutions, identifies opportunities for additional services, and supports assigned M&A programs involving data migrations. The position is remote in the United States. The anticipated base salary range is $70,000–$107,000 USD, with starting pay dependent on role scope and the candidate’s relevant experience, skills, and location. A bachelor’s degree or equivalent work experience is required. Candidates should bring at least five years of professional services or consulting experience, including scoping complex software implementations, and at least five years of insurance-industry experience with knowledge of agency workflows.

Requirements

At least 5 years of experience in Professional Services or Consulting, specifically managing or scoping complex software implementations.
At least 5 years of insurance-industry experience and domain knowledge of insurance agency workflows.
Strong attention to detail for estimating effort and developing reliable project timelines and budgets.
Ability to translate complex projects into clear, actionable, phased implementation plans.
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 effective project approaches.
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 the use and expansion of services among Applied customers.
Conduct in-depth discovery sessions with agency stakeholders to understand requirements and determine appropriate consulting or services engagements.
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 appropriate resource allocation and reduce scope creep.
Present project methodology, scope, phases, timelines, and costs to executive stakeholders to secure buy-in and organizational readiness.
Coordinate with Sales, Implementation, Data, and Solution Services to ensure a seamless handoff and delivery aligned with the pre-sold vision.
Collaborate early with Services to validate customer requests when a custom or creative solution is needed.
Work regularly with Sales to identify additional services opportunities with new and existing customers.
Serve as a team member on assigned M&A programs to confirm the services needed for successful data migrations.