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.

About the role

This role owns the accuracy, consistency, and continuous improvement of the scoping process, and is expected to be an AI thought leader for the team: proactively finding ways to automate manual work, speed up discovery and estimating, and raise the quality of what customers and Sales receive.

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