Open to opportunities

Meet Patel

@meetpatel5

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Customer Success leader driving SaaS adoption, retention, and revenue growth.

Canada

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What I'm looking for

I seek a collaborative SaaS role focused on customer retention, strategic account growth, cross-functional impact, and opportunities to advance into leadership.

I am a Customer Success professional with 4+ years in SaaS, B2B client relations, and account management, focused on renewals, upsells, and retention through consultative support. I have managed mid-market and strategic portfolios, driven enterprise renewals, and used Salesforce, HubSpot, and AI-enabled tools to improve reporting, forecasting, and customer outcomes.

My background includes managing national and enterprise accounts, negotiating contracts, building KPI dashboards, and collaborating cross-functionally to deliver onboarding and long-term success. I hold a BBA, a HubSpot Service Hub certification, and am pursuing CAPM to strengthen my project management credentials.

Experience

Work history, roles, and key accomplishments

Current

Customer Success Manager

Current

PartnerStack

Aug 2024 - Present (1 year 4 months)

Manage a mid-market and strategic SaaS client portfolio to drive adoption, retention, and growth through data-driven advocacy and cross-functional collaboration.

& Customer Success Renewals Salesforce HubSpot Forecasting Account Management

National Account Manager

The Home Depot

Jan 2023 - Jul 2024 (1 year 6 months)

Directed enterprise national accounts generating $750K+ annually, negotiated contracts, secured renewals, and used sales analysis to drive category and pricing strategies.

Account Management Contract Negotiation Forecasting Data Analysis Enterprise Sales CRM Client Relations

Outside Sales Representative

The Home Depot

Jun 2022 - Dec 2022 (6 months)

Built B2B partnerships and exceeded sales targets by delivering tailored solutions, training retail staff, and developing KPI dashboards to improve in-store performance.

Outside Sales B2B | Partnerships Sales Training KPIs CRM Performance Dashboards Retention

Account Manager

Riverside Millwork Group

Jun 2021 - Apr 2022 (10 months)

Managed a B2B account portfolio, improved retention and repeat business by coordinating production timelines and resolving escalations proactively.

Account Management Project Coordination Escalation Management CRM Cross Functional Collaboration Upselling

Account Representative

Riverside Millwork Group

Nov 2020 - Jun 2021 (7 months)

Handled inbound/outbound inquiries, supported order processing and onboarding, and identified upsell opportunities to build foundational account management experience.

Customer Support Order Processing Onboarding Upselling CRM Sales Support

Education

Degrees, certifications, and relevant coursework

Conestoga College

Bachelor of Business Administration, Business Administration

Grade: 3.8 GPA

Completed a Bachelor of Business Administration with a focus on business fundamentals and account management practices, graduating in 2020 with a strong GPA.