Manager, Services Advisors

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.

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

Qualifications

• 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

Preferred Qualifications

• 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
• Salesforce or Professional Services sales experience