Teams at EXL

Leads growth across large U.S. banking accounts by developing executive relationships, expanding client penetration, originating opportunities, and shaping consulting and transformation solutions. Partners with account, solution, and delivery teams to position data, analytics, AI, and operations capabilities. Responsibilities include strategic account planning, executive engagement, business case development, proposal support, market intelligence, thought leadership, and industry representation.

Leads market-facing pre-sales and solutioning for Finance AI offerings across Accounts Payable, Accounts Receivable, and Record-to-Report. Owns pipeline, forecasting, executive CFO-organizational engagement, discovery, business cases, proof-of-concepts, proposals, RFPs, and deal shaping. Represents the company through thought leadership and industry engagement while translating AI capabilities into measurable finance outcomes.

Leads wealth management growth within strategic banking accounts by developing executive relationships, identifying opportunities, expanding client footprint, and shaping consulting and transformation solutions involving data, analytics, AI, and operations. The role requires a strong Wealth Management network, consultative selling expertise, executive presence, and the ability to convert business priorities into revenue opportunities.