The Role
Lead PMO and strategy support for geo and insurance operations: run leadership meetings, prepare board/investor and quarterly reviews, track OKRs and budgets, perform financial and market analysis, support large-deal and Salesforce reporting, drive growth and external engagement, and enable execution of geography strategy including M&A and partnerships.
Summary Generated by Built In
A. PMO and business analysis (50%)
- Planning and driving agenda, creating materials with business/FP&A and track / closure of action items for the monthly Global operation leadership call
- Planning & driving weekly operations head leadership meeting & action items to closure
- Provide meaningful insights to senior leadership for ‘optimal’ business decision making
- Quarterly Business Review presentations related to Insurance business to EC members
- Proactive analysis & alerts on business health and concern areas
- Objective Key Results formulation, reporting and tracking for Insurance
- Closely work with senior management
- Coordination with various teams across organization
- Ascertaining accuracy of information gathered from multiple teams
- Top down budget & target setting
- Audits and compliance oversight
- Work closely with the operations and geo head to drive agenda, create materials with business/FP&A and ensure tracking / closure of action items
- Provide meaningful insights to senior leadership for ‘optimal’ business decision making
- Quarterly Business Review presentations related to geography to EC members
- Proactive analysis & alerts on business health and concern areas
- Objective Key Results formulation, reporting and tracking for the geography
- Objective Key Results coaching to business teams
- Closely work with senior management and coordination with various teams across organization
- Ascertaining accuracy of information gathered from multiple teams
- Top down budget & target setting
- Audits and compliance oversight
B. Geo growth support (10%)
- Pipeline tracking, reporting & clean up
- Strategic & named account planning
- Large deals support, oversight & reporting
- Deal prioritization
- Reviewing, maintaining, and enhancing SFDC dashboards
- Educate sales team about best practices
- Executive engagement planning & tracking
- CSAT - end to end process
- Bi-monthly large deals and exec. connect meeting planning
- Enabling effective monthly growth calls & track closure of actions
C. Research & External Image Enhancement (10%)
- NASSCOM support
- External image enhancement with client events like Ins. Advisory etc.
- Thought leadership papers from Industry forums and client events
- Insurance Competitor Analysis
- Market and Trend analysis
- Linkedin & Social media presence
D. Geography strategy office (30%)
- Board Presentations
- Investor Presentations
- Alignment of geography strategy with the overall company strategy
- Strategy OKR formulation
- Enable execution of strategy OKR's / work streams
- Partnerships framework governance & progress update
- M&A framework & asset evaluation support
E. Skill set required for the role:
- Strong financial acumen
- Analytical mindset
- High confidence and strong communication skills
- Dynamic and agile thinker
- Strong team player
- Flexibility to go the extra mile
- Excellent excel and presentation skills
- Strong project reporting skills, with a focus on interdepartmental communication
- Proven success in a project coordination role
F. Education qualifications and experience:
- MBA Finance/Chartered Accountant
- Bachelors of Commerce
- 7-8 years of experience
A. PMO and business analysis (50%)
- Planning and driving agenda, creating materials with business/FP&A and track / closure of action items for the monthly Global operation leadership call
- Planning & driving weekly operations head leadership meeting & action items to closure
- Provide meaningful insights to senior leadership for ‘optimal’ business decision making
- Quarterly Business Review presentations related to Insurance business to EC members
- Proactive analysis & alerts on business health and concern areas
- Objective Key Results formulation, reporting and tracking for Insurance
- Closely work with senior management
- Coordination with various teams across organization
- Ascertaining accuracy of information gathered from multiple teams
- Top down budget & target setting
- Audits and compliance oversight
- Work closely with the operations and geo head to drive agenda, create materials with business/FP&A and ensure tracking / closure of action items
- Provide meaningful insights to senior leadership for ‘optimal’ business decision making
- Quarterly Business Review presentations related to geography to EC members
- Proactive analysis & alerts on business health and concern areas
- Objective Key Results formulation, reporting and tracking for the geography
- Objective Key Results coaching to business teams
- Closely work with senior management and coordination with various teams across organization
- Ascertaining accuracy of information gathered from multiple teams
- Top down budget & target setting
- Audits and compliance oversight
B. Geo growth support (10%)
- Pipeline tracking, reporting & clean up
- Strategic & named account planning
- Large deals support, oversight & reporting
- Deal prioritization
- Reviewing, maintaining, and enhancing SFDC dashboards
- Educate sales team about best practices
- Executive engagement planning & tracking
- CSAT - end to end process
- Bi-monthly large deals and exec. connect meeting planning
- Enabling effective monthly growth calls & track closure of actions
C. Research & External Image Enhancement (10%)
- NASSCOM support
- External image enhancement with client events like Ins. Advisory etc.
- Thought leadership papers from Industry forums and client events
- Insurance Competitor Analysis
- Market and Trend analysis
- Linkedin & Social media presence
D. Geography strategy office (30%)
- Board Presentations
- Investor Presentations
- Alignment of geography strategy with the overall company strategy
- Strategy OKR formulation
- Enable execution of strategy OKR's / work streams
- Partnerships framework governance & progress update
- M&A framework & asset evaluation support
E. Skill set required for the role:
- Strong financial acumen
- Analytical mindset
- High confidence and strong communication skills
- Dynamic and agile thinker
- Strong team player
- Flexibility to go the extra mile
- Excellent excel and presentation skills
- Strong project reporting skills, with a focus on interdepartmental communication
- Proven success in a project coordination role
F. Education qualifications and experience:
- MBA Finance/Chartered Accountant
- Bachelors of Commerce
- 7-8 years of experience
- MBA Finance/Chartered Accountant
- Bachelors of Commerce
- 7-8 years of experience
EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 54,000 employees spanning six continents. For more information, visit www.exlservice.com.
Skills Required
- MBA Finance or Chartered Accountant
- Bachelor of Commerce
- 7-8 years of experience
- Strong financial acumen
- Analytical mindset
- High confidence and strong communication skills
- Excellent Excel and presentation skills
- Strong project reporting and PMO/project coordination experience
- Experience with Salesforce (SFDC) dashboards and reporting
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The Company
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.
