Professional Services Operations Coordinator

Applied is building the connective intelligence that moves insurance. Every function contributes to that work. In this role, you will keep delivery, billing and reporting on track for our UK & Ireland Professional Services team and see how your decisions connect to teammates, customers, and the direction of the business.

• A current, accurate Professional Services project portfolio in our PSA tool, with a weekly RAG-rated reporting cycle that surfaces risks, issues and upcoming milestones so owners resolve them before they escalate
• Early warning to leadership on slippage, cost overruns, at-risk milestones and decisions needed, by tracking progress against plan and budget
• A smooth Sales-to-Services handoff and a reconciled services backlog, so every sold service has a tracking project and the right delivery team can see what the client purchased
• Accurate, on-time billing and revenue, from the monthly forecast and month-end actuals to the utilisation, capacity and project margin reporting that supports resourcing and commercial decisions
• Dashboards, KPI reports and leadership packs (Power BI, Excel) that give clear, timely insight into delivery, revenue, utilisation and backlog, along with process improvements that cut manual effort and improve data quality
• Day-to-day partnership with the Director of Professional Services, Project Managers, Client Implementation Managers, Sales, Finance, Billing and Resource Management, including PMO standards, governance meetings, action tracking and team engagement activities

• Strong numerical ability and a high level of accuracy when working with revenue, billing or utilisation data
• Advanced Excel skills (lookups, pivot tables, data cleansing) and confidence building clear reports and PowerPoint presentations
• Strong task, time and project management skills, with the ability to juggle multiple priorities and deadlines while staying organised, analytical and calm when plans change
• 1-3 years of experience in a PMO, project coordination, services operations or business operations role, and a bachelor’s degree or equivalent work experience, ideally in business, finance or a related field
• Strong written, verbal and presentation skills, with the confidence to engage colleagues at all levels and a proactive, curious drive to improve how things get done

• Experience with a Professional Services Automation platform (ideally NetSuite or Certinia) and/or Salesforce
• Exposure to Power BI or similar reporting and visualisation tools
• Experience in a software, SaaS or consulting services organisation, or in the insurance industry
• Project management or business analyst training or certification

Your background may bring strengths we have not listed here. If the role and its impact interest you, we encourage you to apply.

Applied is the connective intelligence transforming how insurance works. We build the platforms, data, and intelligent systems that connect agencies and carriers across the insurance lifecycle.

Here, careers move with the work. You can own meaningful decisions, build what reaches the market, expand your scope as the business evolves, and work alongside people who bring expertise, curiosity, and care to what they create.

• Work with reach: Build products, services, or programs that support agencies, carriers, and teammates across the insurance lifecycle.
• Ownership with context: Make decisions with a clear view of customer needs, business priorities, and the teammates who bring the work to market.
• Growth through scope: Expand your impact through meaningful projects, cross-functional exposure, learning opportunities, and stretch work as the business evolves.
• Built by people: Work with people who bring expertise, curiosity, and care to what they build, and who share accountability for moving the work forward.

• Private medical insurance
• Holiday and vacation time
• Health and wellness days
• A day off for your birthday

• Private medical insurance, including dental and vision
• Holiday and vacation time
• Health and wellness days
• A day off for your birthday

Applied communicates with candidates through an @appliedsystems.com email address or our official careers portal. Our recruiters will never request payment or ask for bank account details, government identification numbers, or other sensitive financial information during initial recruiting conversations.

Employment is contingent on successful completion of the background checks and verification steps that apply to the role and location.

Applied may use AI-enabled tools to support parts of the recruitment process, such as organizing application information, scheduling, and workflow administration. Hiring decisions include human review and follow applicable laws and company policy.

Applied Systems is an Equal Employment Opportunity Employer. We make employment decisions based on job-related qualifications and business needs, without regard to race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, or any other status protected by applicable law.