Sweta Patel

About Sweta Patel

Hi, SWETA PATEL here! Dynamic and performance-driven individual focused on process improvement and on-time delivery of all projects. I have utilized my experience, education, and passion for my work to deliver workplace solutions. I have years of experience in implementation management and execution supporting internal and external customers and onboarding new clients while delivering client-focused solutions to customer needs. A proven track providing exceptional leadership and strategic solutions and balancing multiple onboarding tasks within deadline-driven and customer-facing environments with excellent soft skills which enable me to build great teams. Talented and creative professional with expertise in Customer success management-B2B, Client Management, program evaluation, budget, and analytical reports presentation and resolution while providing customer support, preparing documentation, maintaining accurate records, accurately diagnosing and revising schedules, and service needs accordingly to meet the specifications of customer demands and requirements ensuring excellent customer service. Exceptionally adept at providing training and mentoring to new recruits and interns and assisting in process improvement and best practices. I am an enthusiastic, diligent, and highly responsible person. Possess a significant ability to successfully lead and manage a group of people with a thorough knowledge of resource allocation, demand, capacity planning, facility mapping, processing, and managing large account volumes. It\'s important to me to build positive working relationships with my clients, train and develop the skills of my team, and help them to work in an effective way to achieve business objectives. Proficient with Microsoft Office & other related software including Oracle, Business object, Amdocs and Agile. Excellent time management skills allow me to prioritize work and quick problem-solving resolutions through my creativity, imagination, and especially observations aid me in discovering interesting hence effective ways to deal with situations successfully in my daily life.

Experience

1. Customer Success Manager

   Workiva

   Feb 2025 — Present

Education

• Jawahar Navodaya Vidyalaya

  High School Diploma, Science, Technology and Society

  2004 — 2008

• Maharaja Krishnakumarsinhji Bhavnagar University

  Bachelor's degree

  2008 — 2013