[Hiring] Lead Implementation Consultant @Applied Systems

Role Description

We’re searching for a Senior Services Advisor (Insurance) to join our Account Management team in a remote role. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.

• 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.
• 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.

Qualifications

• 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.

Requirements

• Bachelor’s degree or equivalent work experience.
• Familiarity with Applied products is a significant plus.

Benefits

• A culture that values who you are and recognizes that you aren’t just an employee; you are a teammate, and you matter.
• We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them.
• A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:
• Medical, Dental, and Vision Coverage
• Holiday and Vacation Time
• Health & Wellness Days
• A Bonus Day for Your Birthday