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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills in financial performance tracking, including budget-to-actual analysis and P&L reviews, while effectively managing client communications and administrative requests. Proficient in Salesforce and PowerPoint, with a solid understanding of the US Healthcare system and EXL Health services.
Highest-signal resume keywords
Financial AnalysisSalesforce ProficiencyP&L ReportingClient CommunicationBudget Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisBudget ManagementInvoice CreationData AutomationRevenue ForecastingCost ControlSales Opportunity TrackingChange Order ManagementContract ReviewP&L Review
Soft Skills
Detail OrientedProblem-SolvingStrong Communication Skills
Tools & Technologies
SalesforcePowerPoint
Certifications & Qualifications
Bachelor's DegreeMBA Preferred
Industry Keywords
US Healthcare SystemClient ManagementRevenue PipelineCost LeakageClient Presentations
About the role
Key responsibilities & impact- Support Client Management initiatives by tracking open items related to key deliverables, status updates, and client communications
- Improve and automate reports to reduce manual data collection
- Maintain the Change Order Tracker and ensure timely updates
- Assist with preparation of client presentations
- Manage client administrative requests, including updated contract, staffing, and location information
- Track revenue pipeline and growth
- Track overdue invoices and outstanding payment status
- Create and validate invoices
- Analyze spending to control costs and identify cost leakage
- Track budget-to-actual performance, including revenue, budget, and BOI
- Support internal P&L reporting
- Analyze and review P&L, including R&R and costs
- Forecast revenue and GM
- Conduct monthly financial reviews
- Assist with entering and updating sales opportunities in Salesforce
- Maintain client information in Salesforce, including contacts and meetings
- Manage and track open contract, SOW, and change request items
- Review contract drafts for service accuracy and sufficient text for presentation to legal, pricing, tax, and operations
- Research client information and healthcare industry insights supporting revenue opportunities
Requirements
What you’ll need- Bachelor's Degree
- Must be detail oriented
- Strong written and verbal communications skills; client-facing command of written and verbal communications and ability to clearly and concisely articulate issues and resolutions
- Strong proficiency with PPT
- Able to develop strong understanding of fundamental concepts of the 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
