EXL—Client Support Manager

Job description

Description: Account Roles and Responsibilities: ROLE RESPONSIBILITIES Account Management - Support Client Management initiatives – track open items related to key deliverables, status updates and client communications - Improvement & Automation of reports to reduce manual data collection - Maintaining Change Order Tracker while ensuring timely update - Assist with preparation of client presentations - Manage client administrative requests including updated information on contracts, staffing and locations Financial Management - Track Revenue pipeline and growth - Tracking Overdue invoices and Outstanding payment status - Creation/validation of invoices - Spend analysis to control cost and provide insights on cost leakage - Tracking budget to actual (e.g. revenue, budget, BOI) Forecasting - Support internal P&L reporting - P&L Analysis and review including R&R and cost - Revenue and GM forecasting - Monthly Financial review Salesforce Support - Assist with entry and updating sales opportunities - Assist with maintenance of client information in Salesforce (e.g. contacts, meetings) Contract Management - Manage and track open contract, SOW, and change request items. Review drafts for accuracy of services, and sufficiency of text for presentation to legal, pricing, tax, and operations - Manage client administrative requests including updated information on contracts, staffing, and locations Research - Research relevant information about client - Research relevant information about healthcare industry and related fields in support of revenue opportunities Requirements: - Must be detail oriented - Strong written and verbal communications skills are a must. Candidate must have a client-facing command of written and verbal communications and be able to clearly and concisely articulate issues and resolutions. - Strong proficiency with PPT - Able to develop strong understanding of fundamental concepts US Healthcare system and all EXL Health services - Strong independent problem-solving capability - Must demonstrate the vision, mission, and values of EXL - Experience with Salesforce preferred - MBA preferred Responsibilities: ROLE RESPONSIBILITIES Account Management - Support Client Management initiatives – track open items related to key deliverables, status updates and client communications - Improvement & Automation of reports to reduce manual data collection - Maintaining Change Order Tracker while ensuring timely update - Assist with preparation of client presentations - Manage client administrative requests including updated information on contracts, staffing and locations Financial Management - Track Revenue pipeline and growth - Tracking Overdue invoices and Outstanding payment status - Creation/validation of invoices - Spend analysis to control cost and provide insights on cost leakage - Tracking budget to actual (e.g. revenue, budget, BOI) Forecasting - Support internal P&L reporting - P&L Analysis and review including R&R and cost - Revenue and GM forecasting - Monthly Financial review Salesforce Support - Assist with entry and updating sales opportunities - Assist with maintenance of client information in Salesforce (e.g. contacts, meetings) Contract Management - Manage and track open contract, SOW, and change request items. Review drafts for accuracy of services, and sufficiency of text for presentation to legal, pricing, tax, and operations - Manage client administrative requests including updated information on contracts, staffing, and locations Research - Research relevant information about client - Research relevant information about healthcare industry and related fields in support of revenue opportunities