Lead the hands-on development of solutions for EXL’s clients in the Payment Services business unit.
Conduct holistic analysis of client’s business needs and current operations to provide in-depth business and technical strategy in a working, scalable solution that is best suited to the client’s unique operating model.
Evaluate new solution partnerships - Develop and present the business case for new products or modifications of existing products.
Review RFI/RFPs and other client material to gain complete understanding of client requirements
Assemble a core pursuit team to prepare a winning bid; manage virtual teams to assemble inputs from a variety of stakeholders, ensuring they are fully briefed; understand the client bid requirements/key deliverables and develop a win plan for each opportunity
Liaise with key members of the existing project teams to obtain the information required to compile the bid to develop unique, compelling client value propositions and proposal messaging within agreed timelines.
Work closely with the pursuit team (Sales, Delivery, Solution, Product, CEM, Legal, Pricing) to resolve open items during the proposal and pitch presentation process; facilitate strategy discussion with the pursuit team to identify client-centered value propositions and carve out EXL differentiators.
Gather and organize information and relevant resources necessary to formulate winning executive summaries that speak to why us, and not the competition.
Work closely with graphic designers to create optimal visuals and graphics in accordance with the company brand guidelines that support messaging, including cover designs and other graphics and illustrations.
Perform final reviews of proposals and pitch presentation drafts along with the sales team.
Assist with the development of templates, improved systems, and processes for measuring bid success.
Carry out content management activities, including collecting and updating content for proposal database and extracting best practice content.