Manager – Ecosystem Channels & Strategic Initiatives

JOB PURPOSE & SUMMARY

The Manager – Ecosystem Channels & Strategic Initiatives will play a pivotal role in supporting strategic initiatives across Global Partnerships, Private Equity (PE), and Advisor Relations (AR) channels. The role requires strong analytical, coordination, and communication skills to drive reporting, enable operational efficiencies, and support stakeholder alignment globally. This position will work closely with cross-functional teams across geographies and business units (IMUs / SGUs) to manage key reporting deliverables, account planning activities, and initiative tracking. The ideal candidate will have a blend of strategic thinking, operational discipline, and the ability to manage multiple complex initiatives with precision.

PRINCIPAL ACCOUNTABILITIES

1. Reporting & Analytics

Develop and manage strategic leadership-facing materials, reports, dashboards, and documentation across Partnerships, PE, and Advisor Relations.

Create actionable insights using pipeline data, initiative tracking, and industry trends.

2. Stakeholder Management

Coordinate with internal stakeholders across IMUs and SGUs to track Partnerships / PE / AR initiatives.

Ensure timely execution of tasks and maintain accurate, real-time data capture and reporting.

Support internal governance and communication between global and regional teams.

3. Operational Enablement

Build and maintain knowledge repositories, process documentation, and initiative trackers across the three strategic channels.

Enable smooth execution of recurring processes and strategic initiatives through strong operational discipline.

4. Geo and Account Planning Support

Provide global, APAC, and UK-specific support for account planning, opportunity pipeline analysis, and hygiene.

Drive follow-ups and coordination with internal sales, operations, and strategy stakeholders.

5. Market & Relationship Intelligence

Track PE firms, advisors, portfolio companies, whitespace opportunities, and strategic partners.

Consolidate intelligence from internal teams, market research, and industry insights.

6. Sales Enablement & Thought Leadership

Support the creation of point-of-views (POVs), go-to-market collateral, and sales presentations tailored to the channels.

Develop strategic content aligned with regional and global priorities.

SKILLS AND KNOWLEDGE

Strong reporting, analytics, and storytelling abilities using PowerPoint and Excel; experience with BI tools preferred.

Exceptional coordination, communication, and project management skills across multiple stakeholders and time zones.

Deep understanding of B2B business environments, ideally in professional services, consulting, or partnerships.

Ability to synthesize market intelligence, internal data, and strategy into actionable plans and materials.

Strong attention to detail, problem-solving ability, and operational discipline.

Comfortable working in a dynamic, fast-paced, and cross-functional environment.

Proactive, self-starter with a bias toward execution and collaboration.

EDUCATIONAL QUALIFICATIONS

Bachelor's degree in Business, Marketing, Strategy, or a related field (Master’s degree preferred).

RELEVANT AND TOTAL YEARS OF EXPERIENCE

5+ years of experience in strategic initiatives, partnerships, business operations, growth, or program management for a Bachelor's degree. 2+ years of experience for the same with an MBA.

Experience working with global teams and exposure to partnerships or private equity ecosystems is preferred.

Proven track record of managing cross-functional projects and delivering high-quality outputs for leadership consumption.

About EXL

EXL is the trusted partner for data-driven industries like insurance, banking, healthcare, retail, and logistics. We combine data, advanced analytics, digital technology, and industry expertise to transform businesses and enhance operations. Trusted by top industry leaders, including nine of the top ten U.S. insurance companies and six of the top ten U.S. healthcare payers, we align with your goals, whether leveraging AI or embedding analytics into workflows.

Clients rely on EXL for our global talent, rapid digital solutions, and our team of dedicated data scientists. With over 25 years of experience and global pool talent of 55,000+ colleagues we deliver fast, reliable results.

Our values pave the way for your success

EXL was founded on the core values of innovation, collaboration, excellence, integrity and respect. We have the innate ability to work together with our clients to improve business outcomes, operations, and customer experience.