Client Support Manager

Job description

Job 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 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 • Qualifications: 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