Engagement Manager
About the job
- Eight to ten years of experience in banking, credit union, or financial services analytics, marketing, or consulting.
- Strong business and domain expertise across lending, deposits, customer acquisition, portfolio growth, campaign strategy, or financial services operations.
- Proven experience leading analytics, consulting, or strategy teams and managing large cross-functional teams.
- Demonstrated success in client relationship management, stakeholder communication, and executive-level engagement.
- Strong delivery management capabilities, including ownership of project execution, resource planning, risk management, and quality assurance.
- Ability to translate business challenges into actionable analytics, marketing, or growth strategies while driving measurable outcomes.
- Experience working with global clients and managing distributed teams with regular overlap across U.S. time zones, particularly Pacific Standard Time.
- Strong people leadership skills, with experience in coaching, talent development, hiring, and team growth.
- A Master's degree in any stream and at least eight years of experience.
- Serve as a trusted advisor to clients, providing strategic guidance on business growth, customer engagement, and analytics-driven decision-making.
- Lead end-to-end delivery of complex analytics and consulting engagements while ensuring alignment with client objectives.
- Manage and mentor teams, fostering a culture of accountability, collaboration, and continuous improvement.
- Drive stakeholder communication across client, business, analytics, technology, and operations teams.
- Identify opportunities for process optimization, automation, and innovation to improve business outcomes and delivery efficiency.
- Support business development initiatives, solutioning, and growth opportunities within existing client relationships.
About the company
EXL analyzes business data and runs outsourced operations for insurers, healthcare payers, banks, retailers, and other large organizations. Its teams combine industry expertise with data engineering and AI to handle tasks such as claims processing, payment reviews, customer service, and finance within existing technology environments. The company also builds software, including LifePRO, which manages insurance policies, and EXLdata.ai, which connects fragmented data for use in AI systems. Clients pay for consulting projects, ongoing managed services, and software delivered through the cloud. EXL was founded in 1999 and is headquartered in New York City.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1999
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Simplify's Take
What believers are saying
- Growth supports larger assignments: July 2026 results showed EXL's quarterly sales rose 15.6% year over year.
- Staff get substantial training: EXL recorded 1.6 million employee learning hours in 2025.
- Client accounts deepen over time: EXL's relationships typically expand from one service into multiple integrated business processes.
What critics are saying
- Large accounts shape job stability: EXL's ten largest clients supplied 34% of revenue in 2025.
- Team turnover is substantial: July 2026 results reported EXL employee attrition of 24.7%.
- A division faces leadership transition: September 2026 brought a scheduled October departure for insurance and healthcare chief Vivek Jetley.
What makes EXL unique
- Insurance clients are unusually large: EXL says nine of America's ten largest insurers use its services.
- Industry data shapes its models: EXL fine-tunes its language models using over a decade of proprietary data.
- Its AI toolkit extends beyond chatbots: EXL reports over 250 prebuilt agents and accelerators for enterprise workflows.
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Benefits
- Health Insurance
- Life Insurance
- Income Protection Insurance
- Private Healthcare
- Pension
- Professional Development Budget
- Employee Stock Purchase Plan
- Flexible Work Hours
- Hybrid Work Options