AVP-Operations Implementation Lead Analyst

EXL; United States; On-site; USD 130,000 - 190,000; Full time

Job summary

EXL is seeking an Operations Implementation Lead Analyst-AVP to guide onboarding and large-scale conversions for life & annuity products. You will bridge operations, IT, risk, and finance to deploy client solutions, data integration, and process optimization for new and existing clients.

Key focus areas include developing end-to-end operating guidelines, SOPs, and workflows; coordinating with internal teams; ensuring day-1 readiness and hypercare; and driving post-implementation reviews with

Qualifications

• Experience leading onboarding, conversions, or product implementations.
• Ability to design and document operating guidelines and SOPs.
• Strong data analysis and cross-functional collaboration skills.

Responsibilities

• Develop and maintain detailed project plans, timelines, and docs.
• Lead client onboarding and operational readiness activities.
• Document and validate business requirements for onboarding and launches.
• Coordinate with Product, Technology, Compliance, and Client Services.
• Ensure day-1 processing readiness and post-implementation reviews.
• Create reports and dashboards using SQL and Excel.
• Facilitate training sessions and stakeholder workshops.
• Maintain compliance with regulatory requirements and internal standards.

Skills

Project management

Stakeholder management

SQL

Excel

Regulatory compliance

Data analysis

Cross-functional collaboration

Tools

SQL

Excel

Job description

Operations Implementation Lead Analyst-AVP Job Description

We are seeking an Operations Implementation lead Analyst, which is a key member of the Life & Annuity TPA team. We are seeking someone with experience in the industry leading client onboarding and large-scale conversions and/or new annuity or life insurance product launches with a focus on creating the operating environment. Someone worked in both operations and delivery and understood how solutions will impact the operating environment. This role is responsible for managing and executing the implementation of operational processes, systems, and client solutions while supporting new client onboarding, system conversions, and product implementations. This role bridges business, operations, and technology to ensure smooth onboarding of new blocks of business, carriers, and product expansions. This role requires strong analytical skills, attention to detail, and the ability to collaborate across departments such as Operations, IT, Risk & Compliance, Finance, and Client stakeholders to deliver accurate and timely implementation outcomes and ensure seamless onboarding, data integration, and process optimization for new and existing clients.

Key Responsibilities:

• Project Planning
• Develop and maintain detailed project plans, timelines, and documentation.
• Identify project dependencies and critical paths to ensure successful delivery.
• Escalate issues and risks proactively and recommend mitigation strategies.
• Client Onboarding & Operational Readiness
• Create end-to-end implementation of operating guidelines, process documentation/SOPs and workflows.
• Assist in training materials and knowledge transfer sessions for business users.
• Coordinate with internal teams (Product, Technology, Compliance, Client Services) to ensure timely and accurate delivery.
• Ensure operational readiness for call center, processing teams, finance and accounting and compliance teams for day 1 processing and throughout the hypercare stage.
• Conduct post-implementation reviews to assess success and identify areas for improvement.
• Process & Data Analysis
• Document and validate business requirements for client onboarding, conversions, and new product launches.
• Analyze legacy data sets and field mappings to inform system design and configuration.
• Validate account data and reconcile discrepancies across platforms.
• Assist in the development of reports and dashboards using SQL and Excel.
• Stakeholder Collaboration
• Serve as a liaison between clients, internal departments, and third-party vendors.
• Facilitate training sessions and workshops for clients and internal teams.
• Build and maintain strong relationships with stakeholders to ensure alignment and satisfaction.
• Compliance & Quality Assurance
• Ensure implementations comply with regulatory requirements and internal standards.
• Create and complete UAT/BET testing and quality assurance efforts during system rollouts.{