Services Advisor

Jobgether; Oregon; Ibrido; USD 70.000 - 107.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote work within the United States

Medical, dental, and vision coverage

Holiday and vacation time

Health and wellness days

Birthday day off

Professional growth opportunities

Collaborative environment

Descrizione del lavoro

Jobgether, listing on behalf of a partner, seeks an experienced Services Advisor based in the United States to translate complex insurance needs into well-defined professional services engagements. You will partner with Sales and Services Delivery to scope projects, draft Statements of Work, and outline deliverables, timelines, costs, and resources.

In this remote role, you will lead client discovery, coordinate with Sales, Implementation, Data, and Solution Services teams, and ensure smooth

Competenze

• 5+ years in Professional Services or Consulting, managing or scoping complex software implementations.
• 5+ years in the insurance industry with understanding of agency workflows.
• Strong ability to estimate effort and develop timelines, budgets, and resource plans.
• Ability to break down complex projects into phased implementation plans.
• Experience with AI tools and improving workflows through technology.
• Familiarity with APIs, data warehousing concepts, and integration strategies.
• Strong technical writing skills for project documentation and SOWs.

Mansioni

• Identify client service opportunities with Sales and expand professional services.
• Lead detailed discovery sessions with insurance stakeholders to define requirements and engagement.
• Design end-to-end project scopes and create Statements of Work with deliverables, timelines and resources.
• Assess project complexity pre-sales to improve resource allocation and reduce scope creep.
• Present methodologies, scope, timelines, and costs to executive stakeholders to gain alignment.
• Coordinate with Sales, Implementation, Data, and Solution Services to ensure smooth handoffs.
• Engage Services teams early for customized solutions and feasible delivery approaches.
• Identify additional services opportunities for prospective and existing customers.
• Support mergers and acquisitions programs with data migration requirements.
• Use feedback to improve scoping practices and delivery readiness.

Conoscenze

Project scoping

Insurance industry knowledge

Professional services/consulting

Technical writing

Stakeholder management

AI tools familiarity

APIs & data concepts

Cross-functional collaboration

Formazione

Bachelor's degree or equivalent

Strumenti

SOW tools

Descrizione del lavoro

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Services Advisor based in the United States.

We are seeking an experienced Services Advisor to help insurance organizations translate complex business needs into well-defined professional services engagements. In this role, you will partner with Sales and Services Delivery teams to identify opportunities, lead in-depth customer discovery, and design comprehensive implementation scopes. You will develop Statements of Work that clearly outline project deliverables, timelines, costs, and resource requirements. By combining insurance industry expertise with technical and consulting knowledge, you will help customers make informed decisions and ensure projects are set up for successful delivery. You will work across multiple teams, engage directly with executive stakeholders, and contribute to strategic initiatives, including data migration programs related to mergers and acquisitions. This remote opportunity offers meaningful ownership and the chance to help shape how technology and services support the insurance industry.

Accountabilities

• Partner with Sales and Services Delivery teams to identify client-specific service opportunities and expand the adoption of professional services across the customer base.
• Lead detailed discovery sessions with insurance agency stakeholders to understand business requirements and determine the most appropriate consulting or services engagement.
• Design end-to-end professional services project scopes and develop comprehensive Statements of Work (SOWs), defining project boundaries, deliverables, timelines, and required resources.
• Assess project complexity and identify potential gaps during pre-sales to improve resource allocation, establish realistic expectations, and minimize scope creep.
• Present project methodologies, scope, phases, timelines, and costs clearly and confidently to executive-level stakeholders to secure alignment and organizational readiness.
• Coordinate with Sales, Implementation, Data, and Solution Services teams to ensure smooth project handoffs and alignment between the proposed solution and delivery expectations.
• Engage Services teams early when customer requirements call for customized or creative solutions, validating feasibility and appropriate delivery approaches.
• Work closely with Sales to identify additional services opportunities for both prospective and existing customers.
• Participate in assigned mergers and acquisitions programs, assessing the services required to support successful customer data migrations.
• Use customer feedback and project insights to improve scoping practices, engagement planning, and service delivery readiness.

Requirements

• The ideal candidate brings a strong background in professional services or consulting, combined with practical insurance industry knowledge and the ability to translate complex requirements into clear, achievable project plans.
• At least 5 years of experience in Professional Services or Consulting, particularly managing or scoping complex software implementations.
• At least 5 years of experience in the insurance industry, with a solid understanding of insurance agency workflows and customer needs.
• Strong project scoping skills, including the ability to estimate effort accurately and develop reliable timelines, budgets, and resource plans.
• Ability to break down complex projects into clear, actionable, phased implementation plans.
• Demonstrated interest and aptitude in AI tools, with a proactive mindset toward improving workflows and reducing manual effort through technology.
• Understanding of APIs, database technologies, data warehousing concepts, and integration strategies.
• Strong technical writing skills, particularly when preparing project documentation and Statements of Work.
• Excellent active listening, interpersonal, and communication skills.
• Confidence and diplomacy when challenging unrealistic customer expectations and guiding stakeholders toward practical solutions.
• Strong prioritization and organizational skills, with the ability to manage competing demands and deliver timely responses.
• Bachelor's degree or equivalent professional experience.
• Familiarity with the relevant software products is a significant advantage.
• Experience in consultative selling is also beneficial.
• Ability to collaborate effectively across Sales, technical, implementation, and service delivery teams.

Benefits

• Annual base salary ranging from $70,000 to $107,000 USD, depending on relevant experience, skills, role scope, and location.
• Remote work opportunity within the United States, with listed locations including Chicago, Dallas, and Atlanta.
• Medical, dental, and vision coverage.
• Holiday and vacation time.
• Dedicated health and wellness days.
• A day off for your birthday.
• Opportunities to take ownership of meaningful projects and decisions.
• Cross-functional collaboration and exposure to customer initiatives across the insurance lifecycle.
• Professional growth through learning opportunities, expanded responsibilities, and challenging projects.
• A collaborative environment built around expertise, curiosity, and shared accountability.