Client Support Manager

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 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