Services Advisor

Services AdvisorThis 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.AccountabilitiesYou 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.RequirementsThe 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.BenefitsAnnual 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.