Project Manager at EXL in Uttar Pradesh, IN

A client-focused professional who can independently drive pre-sales deliverables, coordinate effectively across teams, create impactful executive presentations, and support pursuit leadership with clear, timely, and high-quality solution narratives.

Objectives of the Role

We are seeking a highly motivated Project Manager - Pre-Sales - to support strategic pursuits through the development of compelling client presentations, proposals, solution collateral, and executive communication material. The role will coordinate with solution, delivery, technology, finance, industry, and sales teams to gather inputs, build clear narratives, manage proposal timelines, and support leadership during pursuit reviews and client discussions.

Objectives of the Role

We are seeking a highly motivated Project Manager - Pre-Sales - to support strategic pursuits through the development of compelling client presentations, proposals, solution collateral, and executive communication material. The role will coordinate with solution, delivery, technology, finance, industry, and sales teams to gather inputs, build clear narratives, manage proposal timelines, and support leadership during pursuit reviews and client discussions.

Responsibilities

• Create executive-level client presentations, proposals, capability decks, case studies, credentials, and other pre-sales collateral.
• Support RFP, RFI, RFQ, proactive proposal, and solution-development activities from initiation through final submission.
• Coordinate with SMEs, Delivery Leads, Product Teams, Technology Teams, Finance Teams, Industry Leaders, and Sales stakeholders to collect required inputs.
• Convert complex business and technical information into concise, visually compelling, and client-relevant storylines.
• Apply organizational messaging, quality standards, and branding consistently across all deliverables.
• Manage multiple concurrent pursuits, priorities, review cycles, and submission deadlines.
• Maintain reusable proposal content, case studies, credentials, industry material, and approved solution assets in a structured repository.

Presentation and Executive Communication

• Develop CXO-ready PowerPoint presentations with strong structure, storytelling, visual clarity, and executive-level messaging.
• Prepare pursuit summaries, leadership updates, client briefing documents, and presentation talking points.
• Participate in internal reviews and client-facing discussions to present or support presentation of the proposed solution.
• Incorporate leadership and SME feedback accurately and manage content through final sign-off.
• Ensure deliverables are concise, accurate, consistent, and ready for external client use.

Stakeholder and Proposal Management

• Create pursuit plans covering deliverables, owners, dependencies, reviews, milestones, and target submission dates.
• Facilitate working sessions and content reviews with cross-functional teams.
• Follow up with stakeholders to secure timely inputs and close open actions.
• Maintain proposal trackers, action logs, status dashboards, and version control.
• Identify content gaps, dependency risks, and potential delays early; escalate appropriately to the AVP or pursuit leadership.
• Coordinate handoffs across sales, solutioning, delivery, and commercial teams to ensure an integrated response.

Market and Knowledge Support

• Conduct structured industry, client, and competitor research to strengthen solution narratives and proposal context.
• Assist in developing industry-specific solution assets, point-of-view documents, and reusable sales collateral.
• Capture lessons learned and reusable content following major pursuits to improve future responses.

Technical Skills

• Advanced proficiency in Microsoft PowerPoint, with demonstrated ability to build professional and visually engaging presentations.
• Strong proposal writing, editing, information synthesis, and content-development skills.
• Proficiency in Microsoft Word and Excel for proposal documentation, trackers, and reporting.
• Working knowledge of SharePoint, Microsoft Teams, and collaborative content-management practices.
• Familiarity with project tracking tools such as JIRA, Planner, or equivalent platforms.
• Understanding of RFP, RFI, RFQ, bid management, proposal governance, and review processes.

Soft Skills (Desired)

• Excellent written and verbal communication skills with strong presentation capability.
• Ability to communicate confidently with senior leadership, SMEs, and client stakeholders.
• Strong stakeholder coordination, influencing, follow-up, and relationship-management skills.
• Ability to structure ambiguous information and convert it into a clear and compelling narrative.
• Strong attention to detail, quality orientation, ownership, and commitment to deadlines.
• Ability to work effectively in a fast-paced environment with multiple priorities and short turnaround times.

Education Requirements

• Bachelor’s degree in business, Management, Engineering, Technology, PMP, ASM or a related discipline.
• MBA or postgraduate qualification is preferred but not mandatory
• Finance background is preferred

Work Experience Requirements - Must Have

• 6-7 years of relevant experience in pre-sales, proposal management, consulting, PMO, or business transformation.
• Proven experience creating executive-level and client-facing presentations and proposals.
• Demonstrated experience coordinating with cross-functional teams to gather, validate, and consolidate information.
• Experience managing multiple proposals, presentations, or strategic deliverables concurrently.
• Strong communication and presentation experience, including engagement with senior stakeholders.
• Demonstrated ability to independently manage deliverables from initial requirement through final submission.

Preferred Experience

• Experience in digital transformation, AI, automation, analytics, finance transformation, or enterprise technology solutions.
• Experience in a consulting, project management, professional services, or client-facing organization.
• Exposure to commercial models, solution estimation, pricing coordination, or pursuit governance is desirable.

Ideal Candidate Profile

A client-focused professional who can independently drive pre-sales deliverables, coordinate effectively across teams, create impactful executive presentations, and support pursuit leadership with clear, timely, and high-quality solution narratives.

Responsibilities

Objectives of the Role

We are seeking a highly motivated Project Manager - Pre-Sales - to support strategic pursuits through the development of compelling client presentations, proposals, solution collateral, and executive communication material. The role will coordinate with solution, delivery, technology, finance, industry, and sales teams to gather inputs, build clear narratives, manage proposal timelines, and support leadership during pursuit reviews and client discussions.

Responsibilities

• Create executive-level client presentations, proposals, capability decks, case studies, credentials, and other pre-sales collateral.
• Support RFP, RFI, RFQ, proactive proposal, and solution-development activities from initiation through final submission.
• Coordinate with SMEs, Delivery Leads, Product Teams, Technology Teams, Finance Teams, Industry Leaders, and Sales stakeholders to collect required inputs.
• Convert complex business and technical information into concise, visually compelling, and client-relevant storylines.
• Apply organizational messaging, quality standards, and branding consistently across all deliverables.
• Manage multiple concurrent pursuits, priorities, review cycles, and submission deadlines.
• Maintain reusable proposal content, case studies, credentials, industry material, and approved solution assets in a structured repository.

Presentation and Executive Communication

• Develop CXO-ready PowerPoint presentations with strong structure, storytelling, visual clarity, and executive-level messaging.
• Prepare pursuit summaries, leadership updates, client briefing documents, and presentation talking points.
• Participate in internal reviews and client-facing discussions to present or support presentation of the proposed solution.
• Incorporate leadership and SME feedback accurately and manage content through final sign-off.
• Ensure deliverables are concise, accurate, consistent, and ready for external client use.

Stakeholder and Proposal Management

• Create pursuit plans covering deliverables, owners, dependencies, reviews, milestones, and target submission dates.
• Facilitate working sessions and content reviews with cross-functional teams.
• Follow up with stakeholders to secure timely inputs and close open actions.
• Maintain proposal trackers, action logs, status dashboards, and version control.
• Identify content gaps, dependency risks, and potential delays early; escalate appropriately to the AVP or pursuit leadership.
• Coordinate handoffs across sales, solutioning, delivery, and commercial teams to ensure an integrated response.

Market and Knowledge Support

• Conduct structured industry, client, and competitor research to strengthen solution narratives and proposal context.
• Assist in developing industry-specific solution assets, point-of-view documents, and reusable sales collateral.
• Capture lessons learned and reusable content following major pursuits to improve future responses.

Technical Skills

• Advanced proficiency in Microsoft PowerPoint, with demonstrated ability to build professional and visually engaging presentations.
• Strong proposal writing, editing, information synthesis, and content-development skills.
• Proficiency in Microsoft Word and Excel for proposal documentation, trackers, and reporting.
• Working knowledge of SharePoint, Microsoft Teams, and collaborative content-management practices.
• Familiarity with project tracking tools such as JIRA, Planner, or equivalent platforms.
• Understanding of RFP, RFI, RFQ, bid management, proposal governance, and review processes.

Soft Skills (Desired)

• Excellent written and verbal communication skills with strong presentation capability.
• Ability to communicate confidently with senior leadership, SMEs, and client stakeholders.
• Strong stakeholder coordination, influencing, follow-up, and relationship-management skills.
• Ability to structure ambiguous information and convert it into a clear and compelling narrative.
• Strong attention to detail, quality orientation, ownership, and commitment to deadlines.
• Ability to work effectively in a fast-paced environment with multiple priorities and short turnaround times.

Education Requirements

• Bachelor’s degree in business, Management, Engineering, Technology, PMP, ASM or a related discipline.
• MBA or postgraduate qualification is preferred but not mandatory
• Finance background is preferred

Work Experience Requirements - Must Have

• 6-7 years of relevant experience in pre-sales, proposal management, consulting, PMO, or business transformation.
• Proven experience creating executive-level and client-facing presentations and proposals.
• Demonstrated experience coordinating with cross-functional teams to gather, validate, and consolidate information.
• Experience managing multiple proposals, presentations, or strategic deliverables concurrently.
• Strong communication and presentation experience, including engagement with senior stakeholders.
• Demonstrated ability to independently manage deliverables from initial requirement through final submission.

Preferred Experience

• Experience in digital transformation, AI, automation, analytics, finance transformation, or enterprise technology solutions.
• Experience in a consulting, project management, professional services, or client-facing organization.
• Exposure to commercial models, solution estimation, pricing coordination, or pursuit governance is desirable.

Ideal Candidate Profile

A client-focused professional who can independently drive pre-sales deliverables, coordinate effectively across teams, create impactful executive presentations, and support pursuit leadership with clear, timely, and high-quality solution narratives.

Qualifications

Bachelor's