Services Advisor

Applied Systems; Dallas (TX); Remote; USD 70,000 - 107,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Holiday time

Vacation time

Wellness days

Birthday off

Job summary

Applied Systems is seeking a Services Advisor to work remotely across the US (Chicago, Dallas, Atlanta) guiding complex software implementations from discovery through scoped SOWs. You will partner with sales and delivery teams to identify service opportunities and craft end‑to‑end engagement plans with clear milestones and budgets.

The ideal candidate has 5+ years in professional services and insurance, strong detail orientation, and experience with APIs, data warehousing, and integration.

Qualifications

• 5+ years in Professional Services or Consulting managing or scoping complex software implementations.
• 5+ years in the insurance industry with domain knowledge of agency workflows.
• Strong attention to detail to estimate effort and develop timelines and budgets.
• Ability to translate complex projects into clear, phased implementation plans.
• Demonstrated interest in AI tools 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.
• Ability to challenge unrealistic client expectations and guide stakeholders.
• Prioritization skills to ensure timely deliverables.
• Familiarity with Applied products is a significant plus.
• Experience in consultative selling is also an advantage.

Responsibilities

• Partner with Sales and Services Delivery to identify client services opportunities.
• Conduct discovery sessions with agency stakeholders to define requirements.
• Design end-to-end professional services scopes and write SOWs with deliverables and timelines.
• Identify pre-sales blind spots to optimize resource allocation.
• Present project methodology and costs to executive stakeholders for buy-in.
• Coordinate with Sales, Implementation, Data and Solutions teams for seamless handoffs.
• Collaborate with Services for custom solutions as needed.
• Identify opportunities for additional services with existing customers.
• Support data migrations in M&A programs.

Skills

Professional Services

Insurance industry knowledge

Detail orientation

Phased implementation planning

AI tools interest

APIs experience

Technical writing

Active listening

Interpersonal communication

Prioritization

Consultative selling

Education

Bachelor's degree or equivalent

Tools

APIs

Database technology

Data warehousing

Integration strategy

Job description

Job Description

Role title: Services Advisor

Salary range: $70,000 - $107,000 USD

Location: Remote - US - Chicago, Dallas, Atlanta

The opportunity

Applied is building the connective intelligence that moves insurance. Every function contributes to that work. In this role, you will work closely with our customers to diagnose critical business needs and architect comprehensive project scopes. We need an expert who can look beyond the initial request to define the full breadth of an engagement, ensuring that the resulting plans accurately reflect the human and technical effort needed across various teams to deliver a world-class experience.

What You’ll Own

• Partner with Applied Sales and the Services Delivery teams to identify and pursue client-specific services opportunities and promote the use and expansion of services within the Applied customer base
• Conduct deep-dive discovery sessions with agency stakeholders to understand their requirements and determine the appropriate consulting and/or services engagement
• Design end-to-end professional services project scopes and develop comprehensive Statements of Work (SOWs) that accurately define project boundaries, deliverables, timelines and the specific level of effort required from our services team
• Identify pre-sales blind spots to support appropriate resource allocation and reduce scope creep
• Effectively and confidently present project methodology, project scope, phases, timelines and cost to executive-level stakeholders to secure buy-in and ensure organizational readiness
• Coordinate closely with Sales, Implementation, Data and Solution Services to ensure a seamless handoff to ensure the delivery aligns with the pre-sold vision
• In scenarios requiring a custom or creative solution, collaborate early with Services to validate customer requests
• Collaborate regularly with Sales to identify opportunities for additional services for both new and existing customers
• Serve as a key team member on assigned M&A Programs to confirm appropriateness of services required for successful data migrations

What You’ll Bring

• 5+ years experience in Professional Services or Consulting, specifically in managing or scoping complex software implementations
• 5+ years experience in the insurance industry with domain knowledge of insurance agency workflows, allowing you to anticipate customer needs and offer collaborative and expert guidance
• Strong attention to detail to enable you to accurately estimate effort and develop reliable project 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 leveraging technology to improve workflows and reduce manual effort
• Experience with API's, database technology, data warehousing concepts, and integration strategy
• Technical writing skills
• Strong active listening and interpersonal communication
• Ability to tactfully challenge unrealistic client expectations and guide stakeholders toward the most effective project approach
• Prioritization skills to ensure timely deliverables and responses
• Familiarity with Applied products is a significant plus
• Experience in consultative selling is also an advantage

Education:

Bachelor's degree or equivalent work experience

Your background may bring strengths we have not listed here.

Build a career that moves an industry

Applied is the connective intelligence transforming how insurance works. We build the platforms , data, and intelligent systems that connect agencies and carriers across the insurance lifecycle.

Here, careers move with the work . You can own meaningful decisions, build what reaches the market, expand your scope as the business evolves, and work alongside people who bring expertise , curiosity, and care to what they create.

What You Can Expect

• Work with reach: Build products, services, or programs that support agencies, carriers, and teammates across the insurance lifecycle.
• Ownership with context: Make decisions with a clear view of customer needs, business priorities, and the teammates who bring the work to market.
• Growth through scope: Expand your impact through meaningful projects, cross-functional exposure, learning opportunities, and stretch work as the business evolves.
• Built by people: Work with people who bring expertise , curiosity, and care to what they build, and who share accountability for moving the work forward.

Use the language above as a starting point for consistency and quality. Adjust as needed to fit the role, provided every claim is accurate , current, and tied to the work, team, or business impact.

Benefits And Support

Our benefits support your health, time, and life beyond work.

NORTH AMERICA

• Medical, dental, and vision coverage
• Holiday and vacation time
• Health and wellness days
• A day off for your birthday

Compensation Transparency

The anticipated base salary range for this position is $70,000 - $107,000 USD . Starting pay reflects the role's scope and the successful candidate's relevant experience, skills, and location.

Candidate security

Applied communicates with candidates through an @appliedsystems.com email address or our official careers portal. Our recruiters will never request payment or ask for bank account details, government identification numbers, or other sensitive financial information during initial recruiting conversations.

Background checks

Employment is contingent on successful completion of the background checks and verification steps that apply to the role and location.

Use of AI in recruitment

Applied may use AI-enabled tools to support parts of the recruitment process, such as organizing application information, scheduling, and workflow administration. Hiring decisions include human review and follow applicable laws and company policy.

Equal employment opportunity

Applied Systems is an Equal Employment Opportunity Employer. We make employment decisions based on job-related qualifications and business needs, without regard to race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, or any other status protected by applicable law.