Technical Engagement Manager (Finance/Banking)

• Actively seek opportunities for expansion and growth within clients
• Manage and drive account plans for assigned accounts
• Build primary, trusted advisor relationships with clients to engage and strategize with senior level executives to identify additional areas of opportunity within data management, analytics, digital, etc.
• Conduct periodic business review(s) within assigned accounts with clear articulation and measurement of business value brought through our engagements
• Become a trusted advisor to senior level executives at client organizations to demonstrate EXL data management capabilities
• Oversee successful delivery of services on client engagements in alignment with business requirements, project objectives, contracted deliverables and EXL methodologies. Leverages technical and competency leads to provide appropriate consistent, competent expertise
• Management of client communication, budget tracking, ensuring adherence to delivery standards and monitoring team performance
• Develop action plans to consistently address underperforming projects
• Conduct engagement analysis to identify client issues, risks, opportunities, and their associated potential impacts
• Identify and produce engagement metrics to be used in tracking engagement success
• Identify, on board, assemble, and manage resources required to fulfil planned delivery to customer expectations
• Manage project change requests, change orders, and corrective actions to ensure project success
• Work with the Finance team to manage invoices, provisions, forecasts on a monthly basis.
• Facilitate consistent communication to stakeholders outlining status, risks, issues, and action plans, including accurate and timely updates to project sponsors
• Assist with the recruiting of new consulting employees and contract resources by performing technical and non-technical interviews and providing feedback to hiring manager and recruiting

• Bachelor's or Master's degree in Business or IT or 5 years of relevant professional experience.
• 10 years domain experience in Financial Services / Banking
• 10 years of professional experience with BI/DW implementations and enterprise data management
• 3 years of experience in technical architecture or project management
• Experience with business intelligence, data integration, and SQL database implementations
• Led project and development teams in implementation of complex systems.
• Highly competent with MS Project and standard desktop MS Office applications.

• Experience with master data management, data governance
• Experience with sales and/or pre-sales
• Knowledge of project management discipline and methodologies, including Agile, Waterfall, Scrum, Kanban
• Experiencing managing project teams of 5-20 people
• A deep level of experience creating and managing project plans, including estimation, task identification, resource planning, resource balancing loading, and risk mitigation
• Proven knowledge of Software Development Lifecycles and Methodologies (i.e. Agile, Waterfall, etc.)
• Ability to lead team members, directly or indirectly, in completing high-quality major deliverables and produces results.
• Ability to organize, prioritize and manage complex project dependencies
• Demonstrated ability to serve as a trusted advisor that builds influence with client management beyond simply EDM.
• Ability to conduct presentations to senior managers and large groups (25+) with calmness and ease.
• Strong analytical skills with the ability to interpolate from abstract material
• Ability to partner across the organization to coordinate resources and solve issues
• Project management and estimation
• Clear written and spoken communication
• Demonstrates strong understanding of the types of technology/tools available and how these are used in EDM solutions. This includes an understanding of the strengths and weaknesses of leading technologies/ tools such that they can have a meaningful discussion of such with clients and team members

• A competitive salary with a generous bonus, private healthcare, critical illness life assurance at 4 x your annual salary, income protection insurance, and a rewarding pension.
• EXL provides everyday financial well-being solutions, such as cash back cards, in which you can earn cashback while enjoying discounts, promotions, and offers from top retailers. We also offer a Cycle Scheme where you can save money on bikes and cycling accessories.
• At EXL, we are committed to providing our employees with the tools and resources they need to succeed and excel in their careers. We offer a wide range of professional and personal development opportunities. We also support a range of learning initiatives that allow our employees to build on their existing skills and knowledge. From online courses to seminars and workshops, our employees have the opportunity to enhance their skills and stay up to date with the latest trends and technologies.
• As an Equal Opportunity Employer, EXL is committed to diversity. Our company does not discriminate based on race, religion, colour, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, age, or disability status.
• EXL employees are eligible to purchase stock as part of our Employee Stock Purchase Plan (ESPP).
• At EXL, we offer a flexible hybrid working model that allows employees to live a balanced, healthy lifestyle while strengthening our culture of collaboration.

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