Manager, Services Advisors

Applied Systems; Chicago (IL); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Birthday bonus

Job summary

Applied Systems is seeking a Manager, Services Advisors to lead a CX Services team. This predominantly remote (or hybrid) role serves customers by shaping training, consulting, and technical engagements.

You will drive AI-powered scoping, automate workflows, coach a team, and partner with Sales to grow services revenue. The ideal candidate has 3–5 years in client‑facing roles, strong leadership and presentation skills, and a passion for AI tools that improve efficiency.

Qualifications

• > 3–5 years in a client-facing, sales support, or professional services role
• > Strong interpersonal skills with a track record of leading and driving innovation
• > Experience as a people leader with coaching and feedback
• > Interest and aptitude for AI tools to improve workflows
• > Experience with APIs, database tech, data warehousing, and integration strategy
• > Excellent speaking, facilitation, and presentation skills; strong technical writing

Responsibilities

• Manage and develop a team of Services Advisors, driving performance and accuracy in scoping services engagements
• Identify and implement AI-powered tools and automation to reduce manual work and speed up scoping and estimating
• Present scope of work and timelines directly on customer calls, with executive presence
• Partner with the Integration Services team to strengthen technical scoping practices
• Build strong relationships with Sales and Services stakeholders and identify new service opportunities
• Manage active opportunity pipelines and produce accurate work estimates to support Sales
• Achieve high client satisfaction by delivering creative, impactful solutions
• Present to senior leadership on trends to improve Applied's services

Skills

Leadership

Executive presence

Presentation skills

Stakeholder collaboration

Client-facing experience

AI tools interest

AI tools adoption

Technical writing

Team coaching

Tools

MS Office

Salesforce

Tableau

Job description

Job Description

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.

What You’ll Do

• 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

We’re Excited To Learn More About You

Your experience may include:

• 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

You may have other skills or credentials, including:

• 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

We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply!

When You Join Team Applied, You Can Expect:

A culture that values who you are and recognizes that you aren’t just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.

We flex our time together, collaborating remotely and in‑person to empower our teams to work in the ways that work best for them.

A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:

• Medical, Dental, and Vision Coverage
• Holiday and Vacation Time
• Health & Wellness Days
• A Bonus Day for Your Birthday

Learn more about the people behind our products at https://www1.appliedsystems.com/en-us/about-us/jobs/

Our targeted starting base salary in the United States for this position ranges from [SALARY RANGE TO BE ADDED — not provided in the source job description; please confirm before posting]. To determine a new team member’s starting pay, we consider a variety of factors, including someone’s depth, breadth, and variety of experience, skills, and responsibilities. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission.

Your Security Matters:

Our candidates’ personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers.

AI Utilization

We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, candidate screening, interviews, and final decisions are conducted by real humans.

EEO Statement

Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don’t discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.