Raj Patel

● Designing and deploying AI engines to support Pre-Sales, Sales, Custom Demos, Implementation & CS. ● Mapping workflows, identifying process gaps, and converting them into AI-driven operational systems. Leading optimization of the prospect-to-customer lifecycle and reducing operational costs. ● Driving the internal AI roadmap and accelerating scaling from within.

● Managed onboarding, platform optimization, and operational strategy for 8 enterprise and growth accounts, accelerating platform adoption by 15% and cutting implementation time by 20%. ● Facilitated workshops, training sessions, and created tailored process documentation to support 6000+ users, driving long-term engagement. ● Built KPI dashboards and reporting frameworks to enhance operational visibility, provide strategic recommendations, and enable faster executive decision-making. ● Led the deployment of enterprise platform features that boosted user engagement by 24%, aligning product capabilities with client needs.

● Led 20+ strategic projects across internal onboarding, analytics, process design, pipeline management, and performance tracking—streamlining operations and helping the team scale. ● Built internal success metrics by analyzing 10,000+ rows of SaaS spend data, uncovering 30% cost-saving opportunities across client accounts, directly improving customer ROI and reducing churn. ● Implemented ClickUp for task and workflow management—tracking account performance, deal statuses, team updates, and pricing benchmarks, improving data accuracy by 50%. ● Designed benchmarking frameworks and Looker dashboards to track and compare deal pricing, enabling faster vendor negotiations across 150+ accounts and stronger alignment across key business teams. ● Partnered with leadership to rebuild the customer success function by defining KRAs and KPIs, crafting playbooks, designing internal onboarding, and implementing internal tools and reporting systems.

● Improved customer support turnaround times by 25% through implementing streamlined workflows, process automation, and best practices. ● Spearheaded a CRM migration for 800,000+ users—coordinating UAT, stakeholder engagement, setup and optimization, and change management to ensure 0% downtime. ● Developed internal training programs, documentation, and knowledge systems that saved 8+ man-hours per month, driving adoption and clarity. ● Created customer metrics dashboards and regular reports, enhancing team performance tracking.

● Managed high-priority customer interactions, resolving issues efficiently via proactive engagement. ● Administered and optimized the CRM, aligning operations with business goals. ● Optimized chatbot workflows, cutting response times by 50% and boosting CSAT scores by 15%. ● Developed customer intelligence dashboards, improving usage patterns tracking and success metrics. ● Built knowledge bases and SOPs, increasing self-service adoption and reducing inbound queries by 20%.