
The primary role of the job is to educate and produce competent staff to deliver client-set requirements. The job focuses in transferring process knowledge and its related skills essential to accomplish tasks needed for production. It is also responsible for developing and improving the process-specific curriculum, conducting training needs analysis, creating content to meet the client-set updates, organizing cross- and up-skill training, and reporting to process owners.
Essential Functions
Classroom Management
Conducts new hire interview and provide feedback to operations
Conducts classroom process training/up-training/cross-skilling for new hires/tenured/transfer employees of the specific process
Provides clinical capability development trainings to Operations frontline staff to meet operational requirements (i.e. Clinical Preprocess Training for USRN trainers)
Monitors attendance during the entire process training
Formulates effective exercises or assessments for essential learning improvements
Monitors and evaluates operations, programs, processes and/or practices for quality and effectiveness; make recommendations for improvement
Continuously plans and organizes the training course and design as suited to the needs of the process
Ensure compliance to client and organizational policies and procedures
Reports directly to the client the update of the training class or process clarification
Deliberate new hires that needs support and coaching
Monitor trainee’s post-nesting performance for the first 3 months after being endorsed to operations
Establish and define the structure of the learning context
Convey leadership to individuals and teams within scope
Implement and demonstrate efficient training methods
Collaborate with the team for effective knowledge and skills transfer indispensable to the process and business needs
Modules/Up-training/Initiatives
Develop and implement an effective system for process updates as and when required by the process/clients
Update Training curriculum on an ongoing basis
Design, update and/or prepare training/instructional materials, teaching aids and devices in accordance to client curriculum
Conduct team huddle and provide floor and online support for process updates
Assist in assessing and addressing developmental/training needs of employees across the process through Training Needs Analysis
Conduct follow-up training sessions to measure training effectiveness
Collaborate with the quality and operations for process improvements
Individual Development (Production, QA Score)
Contribute to production either through processing bills or cases, or taking inbound calls, in the absence of a training batch/requirement
Other Functions:
Create training dashboard and attend in weekly/monthly business review
Partake during client visits
Support processes in migration phase
Steps up for the process in the absence of the Assistant Manager
Performance parameters
Excellent classroom management and training effectiveness
Quality and precision of reports, deliverables and production
Adherence to attendance and schedule
Develop and implement effective system in cascading process updates
Initiate proposal for process improvement
Assess, evaluate and analyze training needs through follow-up sessions
Strict compliance to client and organizational rules and directives
Clients/customer relations at a professional level to guarantee client satisfaction
Technical Skills
Above average knowledge of MS Office applications (PowerPoint, Excel, Word) based on graded virtual simulation
Essential knowledge in internet usage and efficient email handling based on graded virtual simulation
Basic familiarity in use of projector, sound system and online-based training
Requisite background in contact center administration
Systematic scheduling and good estimation of training timeline
Competent Training and Data Management
Determines system utilization requirements and testing systems
Process Specific Skills
Domain expertise
Demonstration of profound familiarity and technical skill relevant to the process
Understanding and demonstrating the knowledge of end-to-end processes and appreciation of critical parameters
Continuous update and development of training module and good estimation of training timeline
High-quality knowledge on developing instructional modules and teaching aids in a simplified manner
Able to identify with and comprehend data and new information
Planning and Organizing skills - ability to prioritize the tasks and deliver assigned task per deadlines
Execution of providing customer service
Soft Skills
Verbal and written communication skills of at least B2 in HLEAP
Above average presentation skills
Self-disciplined and results oriented
Coaching and mentoring skills
Flexibility and urgency to handle pressure
Ability to discharge the responsibilities in a conflicting environment
Problem identification and analytical ability
Ability to multi task
Interpersonal Skills
Customer Service Focus
Team Work and Adaptability
Ability to work with cross-cultural staff
Listening and time management skills
Management principles, human resources procedures, customer service and computer skills
Eligibility Criteria:
Open to Process Executives and Senior Executives aligned to the Process
At least 12 months tenure in EXL
At least 12 months in the current role
Required Licensure as specified by the process
Should not be on PDP within 6 months from date of NOD
Should have not received a PIP in the past 12 months
Minimum of 4.0 rating in the last 6 months (Goal and Competency)
Minimum of B2 HEAP Category
Must have no issues on Attendance and Reliability (<5% Absenteeism score for the last 6 months)
Preferably has previous experience in the training field or Nursing Academe
EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, 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 more than 54,000 employees spanning six continents. For more information, visit www.exlservice.com
EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates. EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL’s Human Resources team, as well as our hiring managers.

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Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments.
At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations.
Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale.
Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact.
We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition.
At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward.
For more information, visit www.exlservice.com.