Priyank Patel
Customer Success Manager @Analytix Solutions
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WORK HISTORY
Customer Success Manager @Analytix Solutions
Lead client success for hospitality and restaurant accounting portfolios, focusing on franchise and QSR clients. Act as the primary liaison between clients and India operations, ensuring quality, timeliness, and alignment of deliverables.>Manage onboarding, training, and ongoing success for restaurant and franchise clients.>Deliver financial performance reviews, variance analysis, and actionable insights to improve margins, control costs, and streamline operations.>Collaborate with accounting, implementation, and product teams to ensure data accuracy, process efficiency, and proactive issue resolution.>Strengthen client relationships through regular performance meetings, reporting dashboards, and consultative financial guidance.>Monitor KPIs for revenue growth, retention, and operational accuracy, recommending strategies to enhance client profitability.>Support integration of POS, inventory, and accounting data to improve visibility and automation across client systems
EDUCATION
K.S. School of Business Management - India
Bachelor of Business Administration - BBA, Accounting and Finance
K.S. School of Business Management - India
Master of Business Administration - MBA, Accounting and Finance
ABOUT PRIYANK PATEL
Account Manager & Senior Financial Analyst Experienced Account Manager & Senior Financial Analyst with over 15 years of expertise in full-cycle accounting, financial reporting, and budget analysis, known for strong leadership in guiding teams, making strategic decisions, and fostering effective relationships, with exceptional skills in communicating complex financial information, collaborating across departments, and implementing process improvements to drive efficiency and accuracy. Technical Proficiency : Advanced skills in MS Word, Advanced Excel, PowerPoint, Access, Outlook, QuickBooks, Sage ERP, Tally, ERP, and various BI tools. Strong understanding of ASPE, IFRS, and US GAAP.Education : MBA - Finance | K.S. School of Business Management. B.B.A | K.S. School of Business Management. SIX SIGMA CERTIFICATION.
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