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

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

- 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 robust 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

📌 Client Support Manager (Noida)
🏢 EXL Talent Acquisition Team
📍 Noida