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 prospects
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