Date:

PROFESSIONAL EXPERIENCE; PROPOSED ROLE; MILESTONES

Beneficiary: Mr/Ms.
Position: Please enter the Proposed US Job Title (Refer the Job Title as appearing on your H-1B VISA Request)

Beneficiary holds a Bachelor of Engineering in XXXXX from XXXX University and Master of Science in XXXXX from
XXXX Institute of Technology, USA. Beneficiary successfully performs his duties based on his in-depth knowledge
and understanding of the various Software Development, Configuration/Implementation, Program Management
and Global Integrated Service Delivery models which he possesses. Specifically, Beneficiary’s expertise spans across
many IT business models and methodologies include Miller Heiman/Blue Ocean Sales Methodology, Co-Sourced IT
Service Models, Managed IT Services, OSS/BSS Solutions, TCP/IP, IPv6 – NGN networks, Data Center Operations,
Sarbanes Oxley Compliance Procedures, ITIL, BS7799, CMMI, coding standards, testing procedures and industry
standard software development methodologies. His ability to configure, build and analyze products in Oracle e-
Business Suite, SAP, JDA, AMDOCS, Comptel, Siebel CRM, JD Edwards, PeopleSoft, Microsoft Technologies etc is
key in ensuring success of our client engagements. He applies his techno-commercial knowledge to develop
mutually beneficial IT services business with clients.

The beneficiary technical coursework & professional experience in selling IT services deems him suitable to
continue in the job of “Job Title” at Tech Mahindra.

Reporting tools
Analytical & Visualization tools
Ticketing platforms
Programming Language
Database
Domain Expertise
Operating Systems (OS)
Web & application server
Scripting

The Beneficiary has a proven record of accomplishment in the technology competence and is poised to add
significant value to the projects. He has in-depth knowledge of XXXX framework. He has handled various
customization, development, enhancements and testing assignments using this framework. Beneficiary has played
a crucial role in various projects like XXX, YYYY, ZZZZZ, etc. Beneficiary has been identified to execute the
responsibilities by virtue of his /her specialty occupation and exposure to below mentioned areas:

 LIST ALL THE EXPERIENCE

As a/an Job Title the following tasks are required to be performed:

 Develop and implement marketing / sales / business development plans and strategies by identifying and
analyzing opportunities with the account
 Review, revise and approve account plans, risk mitigation plans, business requirements, and project budgets
to ensure successful implementation and completion of the programs.

 Review and approve program evaluations, results of health checks and audits to determine project’s
profitability and to ensure business benefits within timeframe and budget
 Monitor and maintain existing accounts and build new customer relationships. Conduct strategic account
planning for business development, growth and delivery of value-added programs. Manage contract and
pricing negotiations.
 Review, evaluate and approve proposals, pre-sales materials, work packages and statement of work to ensure
consistency with sales and financial goals.
 Manage day-to-day activities and assign tasks to direct subordinates (managerial and supervisory employees)
to ensure proper applications of the company’s methodologies and framework to the projects.

PROPOSED ROLE : Beneficiary’s future assignments is to represent Tech Mahindra (Americas) Inc., Job Title for XXX
Business Unit. He is responsible for managing various critical IT program/Projects for major Tech Mahindra clients
such as CLIENT NAME; CLIENT NAME. He in charge of account and relationship management, business
development, resources management and quality assurance management. He will map crucial client accounts and
work with service delivery teams to define client requirements and affect delivery as per time and cost schedules
and to ensure client objectives are met. His role is highly critical in ensuring both resources as well as the projects
result in successful outcome within the prescribed timelines.

He is in charge of meeting revenue targets for Tech Mahindra by maintaining the stability of existing business
relationships with the clients and overseeing its future growth. He is the main point of contact for Tech Mahindra
XXX, XXX clients and represents the business users. Beneficiary is responsible for managing an annual revenue of
$25 million for Tech Mahindra.

Below is the detailed description of various managerial responsibilities the beneficiary performs as Job Title and
activities involved in each area of responsibility:

TASK PERCENTAGE BREAKUP

Percentage of time (should Detailed description of the Tasks performed
add up to 100%)
Account & Relationship  Perform strategic account planning to develop performance objectives,
Management financial targets, and critical milestones for the upstream of the business
40% portfolio.
 Identify and analyze opportunities for Tech Mahindra customers to grow
their revenues by determining the company’s Best IT services and platform
for their products.
 Identify and plan the objectives and goals of business unit and undertake
high-level initiatives.
 Work with different teams at the to identify the strategic direction of
programs; provide consulting input on establishing the governance and
execution model for the program; work with a team of Sales Manager,
 Delivery Team, Architects (Software) to detail the requirements of
individual projects within the program.
 Develop and implement business plans in conjunction with Tech Mahindra
Program Lead and Client Delivery Manager.
 Work with key customer stakeholders to understand business needs.
Develop and lead roadmap discussions with client and suggest IT solutions
as business-value enhancement drivers.
 Identify business development strategies. Respond to RFIs/RFPs and
manage pre-sales activities.
 Develop, implement and manage operational, financial and sales budgets
for various IT and consulting contracts.
 Forecast revenue, profitability, margins, billing rates and utilization; and
execute the business development plans after conferring with the client.
 Work with client’s executive level management to map IT capabilities to
business initiatives.
 Interact and coordinate with cross-functional teams for deployment and
resolution. Manage and resolve project escalations.
 Identify and implement cutting-edge industry practices for the business unit
to ensure the company’s practices stay ahead of curve.
 Manage escalations plan and channeling of pre-sales, competencies and
delivery teams to meet business solutions.
 Manage and supervise process improvement processes and implement
changes for cost effectiveness and timesaving solutions.
 Manage communications with internal and external stakeholders to ensure
expectations are met as per client’s satisfaction.
 Review and approve account plans. Develop and implement project
iteration plans, identify risks, and develop risk mitigation plans.
 Guide and oversee the delivery teams and SMEs in constantly exploring
further process improvements, automation and cost optimization.
 Analyze the account profitability, revenue, margins and utilization. Maintain
operational health of the business with respect to overall account, delivery
metrics and customer satisfaction index.
Business Development  Identify and execute new business development opportunities for Tech
activities Mahindra XXXX business unit.
30%  Develop and implement strategic account plans for revenue growth across
Tech Mahindra’s various offerings.
 Provide direction on technology solutions, inter-dependencies and timeline
management.
 Work with the Integrated Business Unit head in developing best practices
case studies and knowledge repositories.
 Maintain a healthy level of engagement between key stakeholders and Tech
Mahindra leadership team across multiple levels.
 Review the opportunity pipeline on a regular basis across various metrics.
 Estimate the effort, cost and risk of each proposal before presenting to the
 customer.
 Ensure joint planning of the business needs and associate development for
the future requirements of clients’ businesses.
 Maintain strong relationships with partners/alliances within the region and
invest in innovative solutions with the partners to further strengthen
relationships and bring beneficial results for customers.
Resource Management  Manage the daily work activities of direct reportees and advise on
20% operational guidelines and direction.
 Keep the team abreast of company’s goals and client’s expectations and
changes.
 Conduct regular delivery and post-delivery reviews of the projects with the
team to discuss and resolve serious escalation issues.
 Capture accomplishments of team members and identify new opportunities
for the best performers.
 Review and approve project-based performance and annual performance
appraisals.
 Advise HR department of recommendations, promotions and title
elevations of all managerial and technical members of the team. Suggest
salary increase based on the staff’s performance.
 Detail out each project deliverable vs. a team’s target completion;
determine staffing needs; make hiring decisions, and subsequently assign
them to projects.
 Identify and implement staff training and advice on training sessions and
work on staffing the programs with required project managers, project
leads and team member in the account.
 Assess employee grievances and seek resolution from relevant
departments.
Quality Assurance  Implement company policies, rules and procedures regarding quality of
Management deliveries.
10%  Collaborate with leaders of various delivery streams to ensure proper
delivery, quality of service and customer satisfaction met to improve
organizational strategic goals, tactical and operational governance.
 Review and approve Quality Control / Inspection checklists to be used for
activities.
 Work closely with Center of Excellence to bring best practices into projects’
execution.
 Develop and implement competencies in key account management areas.
 Resolve issues during pre-sales and delivery of solutions on billable
engagements.
 Emphasize company’s methodologies and ensure staff applies
methodologies and knowledge to each department.
 Manage and oversee transition and lessons learned sessions, which includes
the identification of successful and unsuccessful account elements.
 TASK ORDER IN PROFERRED POSITION
Monday thru Friday
9am to 10:30am

List Task: Perform strategic account planning to develop performance objectives, financial targets, and critical
milestones
- This task corresponds to “Account & Relationship Management” referred to in the job duties letter.
- Further Beneficiary’s Master of Business Administration (MBA) course work in Sales Principal helped
perform this duties as this this course covered concepts relating to customer relationship development,
creating valuable business solutions, and professional sales behaviors, sales process and how it can be
used to promote ideas in the work place.
- Beneficiary’s Master in Business Administration (MBA) course work in Business Communication and
critical thinking helped understand the need, propose solutions, and build a consultative relationship as
the course work included solving organizational problems, and the evaluation of an organizations
strategic direction.

10:30 am to 12:00 noon

List Task: Develop, implement and manage operational, financial and sales budgets for various IT and
consulting contracts.
- This task corresponds to “Account & Relationship Management” referred to in the job duties letter.
- Further beneficiary’s Bachelor of Engineering (Information Technology) course work in Computer
System Organization, Optimization techniques & Software Engineering, helped beneficiary understand
the requirement of the client. These course work included detailed study of software design
methodologies; requirement engineering; analysis modelling; design diagrams; use case modeling;
class modeling, design patterns, solid foundation in these enables in translating requirements to design
for later development life cycle processes.
- Further Beneficiary’s Master of Business Administration (MBA) course work in Pricipals of Accounting I
helped perform this duties as this this course covers the fundamentals of financial accounting as well as
the identification, measurement, and reporting of the financial effects of economic events on an
enterprise.
- Further Beneficiary’s Master of Business Administration (MBA) course work in Fiance for business
helped perform this duties as this this course covered essential elements of finance for business which
included Financial planning, working capital management, capital budgeting, long term financing, and
international finance.

12noon to 1pm – Lunch break

 01:00pm to 03:30pm

List Task: Identify and execute new business development opportunities

- This task corresponds to “Business Development activities” referred to in the job duties letter.
- Further Beneficiary’s Master of Business Administration (MBA) course work in Project
Management helped perform this duties as this this course focused on how to apply the skills
and tools necessary to design, implement and evaluate formal projects. The course included
training in hot to write a project proposal, work with project teams, sequence project tasks,
develop project budgets, identify project resources, implement the project, chart project
progress, deal with variations, evaluate the project, and use various technology in these
processes.
- Further Beneficiary’s strong expereicne in generating new sales, maintaining relationships
with new contact and ability to manage complex IT projects by collaborating with different
departments including marketing, sales, and project management has enabled him to
perform the duties and create long-term value for an organization from customer, markets
and relathionships.

3:30pm to 4:30pm

List Task: Collaborate with leaders of various delivery streams to ensure proper delivery, quality of service
and customer satisfaction met.
- This task corresponds to “Quality Assurance Management” referred to in the job duties letter.
- Further Beneficiary’s Master of Business Administration (MBA) course work in Problems
Solving helped perform this duties as this this course covered topics such as identifying the
real problem, identifying the causes, looking at alternative solutions, arriving at a solution and
following up to ensure implementation
- Further Beneficiary’s has strong experience in successfully managing complex IT project and
programs while working closely with technical, managerial and executive level members

4:30pm to 6:00pm

List Task: Conduct regular delivery and post-delivery reviews of the projects with the team to discuss and
resolve serious escalation issues
- This task corresponds to “Resources Management” referred to in the job duties letter.
- Further Beneficiary’s Master of Business Administration (MBA) course work in
Managing/Supervision helped perform this duties as this this course used a practical approach
to training people in the basics of supervision and management. This course emphasizes the
application of theory and covers management functions, the skills needed to perform those
functions, the history of management, contemporary management trends, ethics,
communication and total quality management.
- Further Beneficiary has experience in successfully managing clients/projects specialized in
these areas, working with other managerial/executive staff members of the company. The
 Beneficiary has a proven record of accomplishment in the technology competence and
management of IT teams.

MILESTONES
Milestone Comments Actual % Estimated Estimated Estimated
Complete # of Days Start date Completio
n Date
Enterprise Automation Service Delivery, CAM, Ticketing, 55% 1003 05/2018 08/2023
Support Services Automation
work
Provisioning/ Customer devices 40% 1095 11/2016 05/2022
Decommissioning provision/decommission
automation work
Managed Security Alert Logic 35% 1600 02/2017 08/2024
Reboot/Upgrades
Shun/Firewall Reboot-
Firepower(2100)/Firewall
Upgrade Post/Release
Check/RMS/Suppressions
Systems Integration Alerts/Notifications automation 70% 765 09/2018 10/2021
work/Dell Fleet Management

Based on the foregoing, we wish to retain the professional services of Beneficiary in the specialty occupation &
professional position of Job Title. As Job Title the beneficiary will be an employee of Tech Mahindra (Americas) Inc.
The beneficiary will not be considered employee of the client for any purpose whatsoever,
and Tech Mahindra shall have sole responsibility for their supervision and management. The beneficiary will be
paid by Tech Mahindra (Americas) Inc. As the employer, Tech Mahindra (Americas) Inc will be responsible for
paying, hiring, employment related taxes and benefits, firing, supervising, and controlling the beneficiary. Tech
Mahindra (Americas) Inc has the right to control over the work of the beneficiary.

Sincerely,
Tech Mahindra (Americas) Inc.

NAME OF MANAGER
PHONE #
TECHMAHINDRA EMAIL ID