Kishan Patel

About Kishan Patel

As a seasoned Customer Success professional with over 7 years of experience in the SaaS industry, I specialize in driving customer satisfaction, retention, and revenue growth within fintech, investment, and cybersecurity sectors. My expertise lies in building strong client relationships, optimizing business strategies, and fostering collaboration across cross-functional teams to deliver measurable results.In my roles at Trintech and Fidelity Investments, I managed portfolios exceeding $25M ARR, achieving 98% retention rates and expanding account revenue by up to 30%. By partnering with C-suite executives and stakeholders, I identified opportunities for growth, streamlined complex implementations, and developed scalable success plans that increased client satisfaction and ROI. My passion for leveraging data and customer insights has consistently led to operational improvements, enhanced product adoption, and long-term loyalty.Beyond my corporate experience, I’ve honed my entrepreneurial skills as the co-founder of ShaadiCrew Event Management, managing tremendous sales and delivering exceptional client experiences. This combination of strategic thinking, customer-centric focus, and adaptability defines my unique approach to success.I thrive on challenges that push me to innovate and create impact, whether through improving SaaS solutions, driving account expansions, or mentoring teams to exceed performance goals. I am excited to continue leveraging my skills to empower customers, optimize solutions, and contribute to organizational growth in the dynamic SaaS ecosystem.

Experience

1. Strategic Customer Success Manager

   Trintech

   Apr 2022 — Present

   Secured client renewals, grew recurring revenue, and built lasting relationships with each client by strategically driving revenue and meeting personalized goals for their businesses.Formulated strategies for achieving KPIs and developed meticulous goal tracking for each team.Served as an escalation point for nearly 50-60 Enterprise level customers.Worked cross-functionally to efficiently design activity toward company goals while avoiding redundant efforts.Achieved challenging KPls for securing renewals, increasing recurring revenue, and building client relationships through personalized strategy and excellent customer service.Established operational processes and playbooks for my team and the greater department.Coached 6-8 team members regularly on soft skills, marketing strategies, career pathing, and Customer Success concepts.Fostered an inclusive and collaborative team culture.

Education

• University of North Texas

  Entrepreneurship

  2016 — 2018