As a VP
CX CCaaS
Engagement Lead, you will be responsible for driving strategic conversations with clients, to drive customer experience transformation, design frictionless CX workflows, and craft innovative solutions that leverage the latest in Conversational AI, CCaaS (Contact Center as a Service), omnichannel engagement, CRM, and workflow automation technologies.
Conduct CX discovery sessions, CX maturity assessments, analyze customer journeys, identify transformation opportunities across the CX value chain, and collaborate with sales, delivery, and product teams to develop tailored proposals and solution architectures that address client pain points.
Engage with prospects and existing clients to understand their current customer experience landscape, pain points, and business goals.
Conduct CX discovery workshops and maturity assessments to uncover opportunities for transformation and innovation.
Analyze customer journeys and interaction data to pinpoint areas for automation, optimization, and improved engagement.

15+ years of experience in CX consulting, presales, or solutioning roles within digital transformation or customer engagement domains.
Strong knowledge of CX platforms and tools including Conversational AI (e.g., Google Dialogflow, Azure Bot Services, etc.), CCaaS (e.g., Genesys, NICE, Amazon Connect, Five9), CRM, and automation technologies, Smart Agent Assist, and their technical capabilities.
Proven ability to analyze customer workflows and journey maps to identify improvement areas.
Experience developing presales assets such as proposals, cost models, solution decks, and demos.
Excellent communication and presentation skills with the ability to influence C-level stakeholders.
Strategic thinker with the ability to translate complex technology into clear business value.
Bachelor's or master's degree in data science, Information Technology, Business Administration, or related field.
Proven experience in technical pre-sales or similar role in the technology industry.
Experience with driving CX metrics for clients such as NPS, CSAT, CES, and how to influence them via transformation initiatives.
Experience working in agile environments or transformation programs.

For more information on benefits and what we offer please visit us at https://www.exlservice.com/us-careers-and-benefits

CX Engagement Lead – Pre-Sales, Insurance

Key skills