Vice President Strategic Planning

Company Overview and Culture

EXL (NASDAQ: EXLS) is a global data and AI company that offers services and solutions to reinvent client business models, drive better outcomes and unlock growth with speed. EXL harnesses the power of data, AI, and deep industry knowledge to transform businesses, including the world's leading corporations in industries including insurance, healthcare, banking and capital markets, retail, communications and media, and energy and infrastructure, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have approximately 60,000 employees spanning six continents. For more information visit www.exlservice.com.

For the past 25 years, EXL has worked as a strategic partner and won awards in its approach to helping its clients solve business challenges such as digital transformation, improving customer experience, streamlining business operations, taking products to market faster, improving corporate finance, building models to be compliant more quickly with new regulations, turning volumes of data into business opportunities, creating new channels for growth and better adapting to change. The business operates across two parallel and interlocked structures: five Industry Market Units (IMUs) and seven Strategic Growth Units (SGUs). The IMUs are: Insurance, Healthcare & Life Sciences, Banking and Capital Markets, Diversified Industry Group and International Growth Markets. The SGUs are: Digital Engineering & AI Solutions, Data Management, Analytics & AI Services, Domain Platforms, Domain Operations, F&A Operations, and Payment Integrity. 

The Role

The VP of strategic planning will be responsible for ensuring the corporate strategy is translated into effective execution plans throughout the organization. In this role they will drive strategic engagement, planning, and review processes linking the overall corporate strategy with execution priorities across the IMUs and SGUs, including organic investment planning and governance. This leader will use their strategy execution, portfolio management, and solution commercialization experience to lead through influence to increase the rigor in the strategy execution, investment, and solution commercialization processes.

Key responsibilities

• Contribute as part of a world-class strategy function to help support EXL in strategy formulation, planning and execution of critical priorities.
• Support the business to realize its long-term goals by translating strategies into actionable and quantitative plans, effective strategy cascades, and driving execution through ongoing performance management.
• Collaborate with IMU and SGU business leaders to ensure departmental/unit strategic planning projects reflect organizational strategic priorities.
• Facilitating and driving key strategic initiatives from inception through execution.
• Implement governance processes for the EXL corporate organic investment portfolio, including criteria and standards for prioritizing, approving, advancing and commercializing investments.
• Development of enabling activities that will help generate stronger investments, develop the solution management competency in EXL, and accelerate realization of investment goals.
• Collaborate with the International innovation leader.
• Execute business portfolio management process to maximize the return on invested capital by improving portfolio balance and alignment with critical strategic objectives.
• Mobilizing and managing teams of individuals charged with executing strategies, providing appropriate project management support.
• Acting as a resource across an organization to increase cohesion of strategic plans.

Professional experience/qualifications

• Demonstrated experience building deep internal and external partnerships, and excellent communication and executive presence to connect at all levels in the organization.
• Experience with corporate investment portfolio management and solution commercialization processes and best practices
• Broad functional knowledge within the sector and ability to analyze business plans relative to market-wide issues and pain-points.
• A forward & innovative thinker constantly focused on shaping the organization to anticipate and address both near and long-term business issues
• Demonstrated ability to work in a multicultural global environment.

Key elements for the role

• Advanced strategic analysis and planning skills.
• Ability to work with multiple stakeholders across businesses, functions, including AI/technology, and levels of leadership.
• Excellent written and verbal communication skills; ability to convey complex topics and to persuade a group to a new way of thinking.
• Market-driven, industry-focused approach.
• Drive and dedication to achieving business results.

Education & experience

• MBA or equivalent experience.
• 10 years of experience in the primary markets, clients, solutions and services of EXL, i.e., insurance, healthcare, banking, data, analytics, AI, and domain operations.
• Exposure to corporate functions including portfolio management, organic investment strategies, strategy execution, solution/product management and IP management.
• Leading through influence skills.
• Direct experience in management consulting, corporate strategy, portfolio/program management, and/or product management is desirable.