Services Advisor

Jobgether; United States; Remote; USD 70,000 - 107,000; Full time

Benefits offered by this job

Annual base salary $70,000–$107,000

Remote work within United States (US)

Medical, dental, vision coverage

Holiday and vacation time

Health and wellness days

Birthday day off

Ownership of meaningful projects

Cross-functional collaboration across/

Professional growth opportunities

Collaborative, accountable team

Job summary

Jobgether is seeking a seasoned Professional Services/Consulting lead with insurance domain expertise to shape scope, timelines, and delivery for complex software implementations. You will translate client needs into actionable SOWs, coordinate across Sales, Implementation, Data, and Service teams, and guide executive stakeholders through discovery, scoping, and risk mitigation.

Remote USA-friendly role with opportunities to travel to customer sites as needed.

Qualifications

• At least 5 years of experience in Professional Services or Consulting, managing or scoping complex software implementations.
• At least 5 years of experience in the insurance industry with understanding of agency workflows.
• Strong project scoping skills with ability to estimate effort and develop timelines, budgets, resources.
• Ability to break down complex projects into phased implementation plans.
• Interest in AI tools to improve workflows and reduce manual effort.

Responsibilities

• Act as a key link between customer needs, commercial opportunities, and successful service delivery.
• Lead discovery sessions with insurance agency stakeholders to understand requirements.
• Design end-to-end professional services scopes and develop SOWs with deliverables and timelines.
• Assess project complexity and anticipate gaps to optimize resources and avoid scope creep.
• Present methodologies, scope, timelines, and costs to executive stakeholders to gain alignment.
• Coordinate with Sales, Implementation, Data, and Service teams for smooth handoffs.
• Engage Services early for customized delivery approaches.
• Identify additional services opportunities with Sales for clients.
• Support data migrations in mergers and acquisitions programs.
• Use feedback to improve scoping practices and delivery readiness.

Skills

Project scoping

Insurance industry knowledge

Stakeholder communication

AI tools interest

APIs & data warehousing understanding

Technical writing

Active listening

Prioritization & organization

Bachelor's degree or equivalent

Consultative selling

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Tools

APIs

Database technologies

Data warehousing

Job description

Accountabilities

You will act as a key link between customer needs, commercial opportunities, and successful service delivery, ensuring that every engagement is accurately scoped and aligned with the expected outcomes. Your responsibilities will include:

• 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. The following qualifications are expected:

• 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.