Professional Services Consultant (Insurance)

• Conduct deep-dive discovery sessions with agency stakeholders to understand their current workflows and processes.
• Design end-to-end professional services project scopes and develop comprehensive Statements of Work (SOWs) that accurately define project boundaries deliverables timelines and the specific level of effort required from our services team.
• Identify potential "blind spots" during the pre-sales phase to ensure resource allocation is appropriate and to minimize future scope creep.
• Present project scope phases timelines and cost to executive-level stakeholders to secure buy-in and ensure organizational readiness.
• Partner closely with Sales Implementation Data and Solution Services to ensure a seamless handoff and that the vision 'sold' is the reality 'delivered'.
• When faced with a custom or creative solution collaborate early with Services to validate customer requests and
• Collaborate regularly with Sales to identify opportunities for additional services for both new and existing customers.
• Serve as a key team member on assigned M&A Programs to confirm appropriateness of services required for successful data migrations.
• Provide regular updates to project teams and customers on the project status and adherence to scope and budget.

• 5+ years experience in Professional Services or Consulting specifically in managing or scoping complex software implementations
• 5+ years experience in the insurance industry with domain knowledge of insurance agency workflows allowing you to anticipate customer needs and offer prescriptive guidance rather than just 'taking orders'
• Eye for detail that will allow you to quantify effort accurately ensuring that project timelines and budget estimates are accurate
• Ability to visualize complex projects and break them down into actionable phased implementation plans
• The ability to push back gracefully on unrealistic client expectations and guide stakeholders toward the most effective project path
• Prioritization skills to ensure timely deliverables and responses

• Bachelor's degree or equivalent work experience

• Familiarity with Applied products is a significant plus

• Medical Dental and Vision Coverage
• Holiday and Vacation Time
• Health & Wellness Days
• A Bonus Day for Your Birthday

What We Do

Transforming the insurance industry is ambitious we know. That’s why at Applied we’re building a team that shows up every day ready to learn willing to try new things and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. At Applied we have a mission and a vision that guide us values that anchor us and a determination to achieve that propels us forward. We push the boundaries of innovation to solve the biggest challenges in insurance – helping us earn the title of indispensable partner from our customers. Our teammates show up as they are creating an authentic environment that fosters collaboration curiosity and connections – and one that doesn’t waste time on the unnecessary confines of corporate bureaucracy or hierarchy. No matter the role or title you have a voice at the table space to work hard and achieve and unending opportunities to be a great teammate.

Why Work With Us

Our commitment to you is simple: when you bring your best we promise you a place where amazing career moments are made possible.

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