Manager, Services Advisors

About the role

We're searching for a Manager, Services Advisors to join our CX Services team. This role is predominantly remote (or hybrid if preferred), reporting within the CX Services organization.

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
• Achieve high levels 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

Requirements

• 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
• Intermediate to advanced skills in MS Office, Salesforce, and Tableau SaaS or Professional Services sales experience

Qualifications

• Exceptional speaking, facilitation, and presentation skills, along with outstanding technical writing skills
• Insurance industry knowledge or experience
• Experience using AI tools to automate or streamline business processes — particularly in scoping, estimating, or documentation workflows

Skills

• AI utilization

Benefits

• Comprehensive benefits and compensation package
• Medical, Dental, and Vision Coverage
• Holiday and Vacation Time
• Health & Wellness Days
• Bonus Day for Your Birthday

Pay

The targeted starting base salary in the United States for this position ranges from $100,000 - $139,000 USD. 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.

Schedule

This role is predominantly remote (or hybrid if preferred).