Support creation of presentations and structured materials, assist with reporting cadence and data tracking, maintain internal tools/CRM trackers, conduct basic research and analysis, and prepare summaries and dashboards for reviews.
F&A solutions & P&C deal process management
Responsibilities
Support creation of presentations, decks, and structured materials for internal and external use
Assist with ongoing reporting and cadence activities, including data tracking and updates
Help maintain and organize information in internal tools and trackers (e.g., CRM systems)
Conduct basic research and analysis to support business initiatives and decision-making
Prepare summaries, dashboards, and reference documents for reviews and discussions
Higher Education Diploma with 0 - 2 years of relevant experience
EXL Richmond, California, USA Office
Richmond, United States
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What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
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- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
