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
- 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)
- Support internal P&L reporting
- P&L Analysis and review including R&R and cost
- Revenue and GM forecasting
- Monthly Financial review
- Assist with entry and updating sales opportunities
- Assist with maintenance of client information in Salesforce (e.g. contacts, meetings)
- 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 relevant information about client
- Research relevant information about healthcare industry and related fields in support of revenue opportunities
- 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
- 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)
- Support internal P&L reporting
- P&L Analysis and review including R&R and cost
- Revenue and GM forecasting
- Monthly Financial review
- Assist with entry and updating sales opportunities
- Assist with maintenance of client information in Salesforce (e.g. contacts, meetings)
- 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 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 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
Skills Required
- Detail-oriented work style
- Strong written and verbal communication skills, including client-facing communication
- Strong proficiency with PowerPoint
- Ability to understand fundamental concepts of the US healthcare system and EXL Health services
- Strong independent problem-solving capability
- Demonstrated alignment with EXL's vision, mission, and values
- Salesforce experience
- MBA
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
