Chief of Staff to Head of BCM Division

• Base Salary Range $160k - $220k depending upon experience
• Location - Hybrid with onsite work at the Jersey City and/or NYC HQ offices as needed
• To learn more about what we offer please visit us at https://www.exlservice.com/us-careers-and-benefits

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The Chief of Staff (CoS) for EXL’s Banking & Capital Markets Industry/ Market Unit (IMU) is a senior management role with high visibility and strategic impact, designed to amplify the effectiveness of the IMU Head and accelerate business growth across key banking and capital markets clients.

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The CoS will act as a trusted advisor, strategic partner, and force multiplier for the IMU Head — driving sales enablement, strategic execution, business governance, and cross-functional alignment. This role requires deep collaboration across Sales, Digital, Operations, Analytics, Data Management, , Marketing and Corporate Functions, ensuring seamless coordination of priorities and execution excellence.

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The CoS will be instrumental in strategic initiatives, ensure leadership visibility through data-driven insights, and represent the IMU Head in key internal forums as needed. This role requires a blend of strategic thinking, commercial acumen, and execution discipline, coupled with exceptional communication and stakeholder management skills.

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Responsibilities

• Strategic Business Management & Growth Enablement
• Partner with the IMU Head to execute and track strategic growth priorities, including revenue acceleration, account expansion, new logo pursuits, and margin improvement initiatives.
• Coordinate monthly business reviews, quarterly strategy sessions, and annual planning, ensuring alignment between sales, delivery, and corporate objectives.
• Synthesize business performance metrics, pipeline status, deal conversion, and margin trends into actionable insights for senior leadership.
• Monitor key KPIs such as revenue growth, pipeline velocity, win ratios, pricing trends, and client satisfaction metrics.
• Prepare data-driven presentations, executive briefs, and strategic recommendations to support IMU Head’s decision-making and leadership communications.
• Support sales governance cadence — deal reviews, solution prioritization, and client profitability discussions.
• Drive accountability across sales pods, solutions, and delivery for execution of strategic initiatives.
• Corporate Liaison & Executive Communication
• Serve as the primary liaison between the IMU and EXL’s Executive Leadership, ensuring strategic priorities are well-represented and communicated.
• Coordinate and deliver IMU submissions for corporate reviews, strategic committees, and quarterly updates.
• Manage IMU-level internal and external communications, ensuring clarity, consistency, and alignment with brand and business objectives.
• Represent the IMU Head in leadership forums and strategic offsites, capturing decisions and ensuring follow-through.

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Qualifications

• Bachelor’s degree required; MBA preferred.
• 7+ years of experience in management consulting, business operations, or strategy roles — preferably within banking, capital markets, financial services, or consulting firms.
• Strong understanding of sales operations, deal governance, pipeline management, and business analytics.
• Excellent presentation, analytical, and storytelling skills, with the ability to influence senior stakeholders.
• Advanced proficiency in Excel, PowerPoint, and comfort with CRM/BI tools (e.g., Salesforce, Power BI).

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Preferred

• Exposure to go-to-market strategy, solution enablement, or revenue management functions.
• Experience supporting C-suite executives or working in Chief of Staff or Strategy roles.

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Professional Skills

• Strong leadership and project management capabilities with proven ability to drive complex initiatives across multiple stakeholders.
• Strategic thinker with the ability to translate vision into actionable plans and measurable outcomes.
• Exceptional communication and influencing skills; able to engage effectively across diverse teams and leadership levels.
• High business maturity, discretion, and professionalism to represent the IMU Head in senior forums.
• Adaptable, proactive, and comfortable operating in a fast-paced, growth-oriented, and matrixed environment.

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Our Values

• Client-Centric Focus: We put client outcomes and partnership at the heart of everything we do.
• Entrepreneurial Drive: We encourage ownership, innovation, and bold thinking.
• Teamwork & Collaboration: We achieve excellence together through trust and shared goals.
• Integrity & Accountability: We act with transparency and follow through on our commitments.
• Continuous Learning: We foster curiosity and invest in our people’s growth.

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Why Join EXL Banking & Capital Markets?

• Impactful Work: Influence strategic priorities and shape growth for EXL’s Banking & Capital Markets portfolio.
• Executive Visibility: Partner directly with senior leadership, including EXL’s IMU Head and Executive Committee.
• Growth-Oriented Culture: Join a team that values ambition, creativity, and strategic execution.
• Learning & Development: Benefit from mentorship, leadership exposure, and diverse career pathways across EXL.