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EXL

Senior Executive-Order to Cash-Assignment Management

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  • Posted 25 days ago
  • Be among the first 20 applicants
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Job Description

Key Responsibilities

Inbox & Queue Management

  • Manage the Client Feedback Outlook inbox, responding promptly to emails from Assignment Teams, CFCs, and clients.
  • Monitor and manage the CF Queue and Manual Load Balancer.
  • Handle batching of surveys, including manual batching outside the automated process.
  • Address special handling requests and survey date postponements to accommodate additional projects.

Stakeholder Liaison

  • Serve as a liaison between Assignment Teams and CFCs for coordination of items outside the automated system.
  • Attend regular CFC calls to stay aligned on feedback processes and updates.
  • Communicate effectively via email, Slack, and phone calls.

Training & Guidance

  • Guide Search Teams on the CF system, particularly the batching process.
  • Publish and lead all CF training sessions.
  • Provide individual training for Project Coordinators (PCs) upon request.

Reporting & Invoicing

  • Generate monthly CFC invoices and send to Accounts Payable (Rowena) for processing.
  • Email invoices to CFCs for their records.
  • Compile and distribute Client Feedback reports and summaries, including detailed and summary-level insights.

Required Skills & Attributes

Soft Skills

  • Exceptional attention to detail and organisational skills.
  • Ability to work independently and exercise sound judgement.
  • Strong communication skills across all levels of the firm and with clients.
  • Patience and adaptability to learn and navigate a system with quirks and complexities.

Technical & Functional Skills

  • Familiarity with Outlook, Slack, and other MS office tools.
  • Comfortable running queries and generating reports within Excel and other tools.
  • Experience with training delivery and stakeholder engagement.
  • Interest in leveraging AI and data analytics for process improvement.

More Info

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About Company

Job ID: 133309673