Lead, AI-Driven Services Scoping

IVANS Insurance Solutions; Chicago (IL); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Holiday time

Wellness days

Birthday bonus

Job summary

Applied Systems is seeking a Manager, Services Advisors to lead a CX Services team in a primarily remote role, with options for hybrid work near Chicago, Atlanta, or Dallas. You will scope training, consulting, and technical assistance engagements and own AI-powered enhancements to speed discovery and improve quality for customers and Sales.

The role requires 3–5 years in client-facing or professional services, strong leadership, and a proven ability to present to customers and executives.

Qualifications

• 3–5 years of experience in a client-facing, sales support, or professional services role.
• Strong interpersonal skills with a track record of leading and driving innovation within a team.
• Experience as a people leader who provides coaching and feedback to drive results.
• Demonstrated interest and aptitude for AI tools to improve workflows.
• Experience with APIs, databases, data warehousing concepts, and integration strategy.
• Excellent speaking, facilitation, and presentation skills, plus strong technical writing.

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

Skills

Team leadership

AI tooling

Executive presence

Client-facing

Presentation skills

APIs & data

Technical writing

Tools

MS Office

Salesforce

Tableau

Job description

Applied Systems is seeking a Manager, Services Advisors to lead a CX Services team in a primarily remote role, with options for hybrid work near Chicago, Atlanta, or Dallas. You will scope training, consulting, and technical assistance engagements and own AI-powered enhancements to speed discovery and improve quality for customers and Sales.

The role requires 3–5 years in client-facing or professional services, strong leadership, and a proven ability to present to customers and executives.