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
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 in
📌 Client Support Manager (Noida)
🏢 EXL
📍 Noida