Senior Services Advisor

Location: Remote
Compensation: Salary
Reviewed: Sat, Mar 14, 2026
This job expires in: 2 days

Job Summary

A company is looking for a Senior Services Advisor to join their Account Management team remotely.

Key Responsibilities
  • Conduct deep-dive discovery sessions with agency stakeholders to understand workflows and processes
  • Design professional services project scopes and develop comprehensive Statements of Work (SOWs)
  • Collaborate with Sales, Implementation, Data, and Solution Services to ensure seamless project execution
Required Qualifications
  • 5+ years of experience in Professional Services or Consulting, managing complex software implementations
  • 5+ years of experience in the insurance industry with knowledge of agency workflows
  • Bachelor's degree or equivalent work experience
  • Ability to visualize complex projects and create actionable implementation plans
  • Familiarity with Applied products is a significant plus

COMPLETE JOB DESCRIPTION

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