SAVP - Client Partner – Banking and Payments

EXL; San Jose (CA); On-site; USD 238,500 - 291,500; Full time

Job summary

EXL is seeking a SAVP - Client Partner - Banking and Payments to lead client engagements and manage sales cycles in San Jose. The role demands 12+ years of overall experience, focusing on client relationships within the banking domain.

The candidate will be responsible for driving growth and profitability, developing account plans, and ensuring operational excellence. A Bachelor's or Master's degree is required, alongside a proven record in the banking industry.

Qualifications

• 12+ years of overall experience with 6+ years in client-facing roles.
• Strong understanding of banking, credit cards, payment networks.
• Ability to manage multiple tasks in a dynamic environment.
• Expertise in Digital/Cloud/SaaS technologies.

Responsibilities

• Lead client engagements and manage end-to-end sales cycles.
• Develop transformation agenda for clients.
• Create and execute strategic account plans.
• Mentor teams for seamless delivery.

Skills

Client engagement

Banking domain knowledge

Project management

Effective communication

Problem-solving

Customer relations

Education

Bachelor's / Master's degree

Job description

Overview

SAVP - Client Partner - Banking and Payments

Location US - On-Site, San Jose / Or willing to be at San Jose thrice a week.

Base salary up to $265K plus annual bonus targets

“For more information on benefits and what we offer please visit us at https://www.exlservice.com/us-careers-and-benefits”

The posted range is the hiring range for this role — a subset of the broader range available to employees over time — and reflects base salary across our national hiring scale. Final offers are based on several factors, including the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position. The top of the range is reserved for candidates who notably exceed the requirements; the lower end applies to those with less experience or fewer preferred qualifications. For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range; your recruiter will share specifics during the process.

The Client Partner role focuses on client engagements, and growth within EXL’s banking accounts. You will lead client engagements, manage end-to-end sales cycles, and deliver operational excellence. The role requires a deep understanding of the banking domain, proven experience in delivering large projects and the ability to build strong relationships with senior stakeholders.

Responsibilities

• Ownership of Growth, Client engagement, NPS, Profitability across a portfolio of banking clients
• Bring a deep understanding of the current marketplace and competitor offerings to drive the organization’s growth strategy and investments
• Partner with clients to develop transformation agenda and value creation
• Manage proposals with full ownership and accountability for the opportunity
• Provide complete ownership and accountability for managing competitive proposals, and working closely with sales enablement teams to ensure high quality of proposals
• Ensure optimal deployment of resources to achieve business goals
• Create and execute strategic account plans to maximize revenue and profitability by driving cross-sell, pace of volume ramps, time to proficiency and client satisfaction
• Develop C-level and cross-functional contacts and touchpoints in the client organization through regular objective-based interaction forums and review governance cadence
• Scout and scope new opportunities within the account by participating in client’s review meetings – identify problem statements and map EXL services and products to develop customized solutions
• Mentor teams for seamless delivery and transformation

Experience And Competency Requirements

• 12+ years of overall experience, including at least 6+ years in a client facing role in a solutions or account management capacity in the consulting or offshore/outsourcing industry
• Domain knowledge and experience in banking, credit cards, payment networks
• Demonstrated ability to communicate effectively, vertically, and horizontally both internally and in client organizations, with an ability to create and deliver compelling presentations
• Good understanding of new and emerging Digital/Cloud/SaaS technologies
• Strong problem-solving ability with the aptitude to identify strategic solutions to business problems with enterprise-wide implications as a trusted strategic partner to clients
• Must be capable of multitasking with rapidly changing priorities and manage multiple tasks in a dynamic environment
• Must be detail-oriented and able to develop, execute, lead, and maintain complex projects, programs, and assignments.
• Must have highly developed customer relations and negotiation skills with the ability to effectively consult and influence senior executives. Able to provide verifiable references.
• Must have proven ability to contribute to business development efforts and to lead and manage multiple distributed teams to achieve client goals.

Qualifications

• Bachelor's / Master's degree from an accredited institution
• Strong understanding changing landscape of analytics, data, and digital operations / BPS in the Banking industry
• Proven track record in execution and over-achieving financial and non-financial targets
• Strong writing, presentation, conceptual, analytical, and interpersonal skills
• Willingness to travel to meet client needs