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