Senior Account Manager – Banking and Payments

EXL

Client Partner managing client engagements and growth within banking accounts. Leading end-to-end sales cycles and operational excellence in the banking domain.

Posted 5/19/2026full-timeSan Jose • California • 🇺🇸 United StatesLead💰 $200,000 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementclient engagementproposal managementstrategic account planningbusiness developmentproject managementproblem-solvingnegotiationpresentation skillsmultitasking

Soft Skills

communicationleadershipcustomer relationsdetail-orientedstrategic thinkinginfluencingmentoringcollaborationadaptabilityorganizational skills