Tejas Patalay

As a Digital Adoption Specialist, I've worked with over ten Fortune 500 customers and consulted on accounts totalling more than $400,000 in revenue. My role has focused on enhancing customer engagement through product consulting and improving internal team efficiency:
𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐄𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 & 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬:
- Spearheaded town halls for 30+ customers, facilitating knowledge sharing and best practices around high-profile use cases.
- Implemented extended POC programs, directly impacting sales success.
𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐈𝐦𝐩𝐚𝐜𝐭:
- Leveraged Whatfix Product Ecosystem and
• Developed and Implemented a Data Validation Mechanism, saving an average of 200 minutes daily for a customer's growing sales team.
• Created Custom Analytics Reports to enable accurate product adoption analysis and gauge process optimisation levels for multiple customers.
𝐓𝐞𝐚𝐦 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 & 𝐄𝐦𝐩𝐨𝐰𝐞𝐫𝐦𝐞𝐧𝐭:
- Led a 15-member CRM pod within the DAC team, overseeing internal enablement sessions, templating solutions, and developing process knowledge documents.
- Conducted numerous enablement sessions for the 60+ member DAC team.
- Revamped the mandatory training and onboarding process for the DAC team to accommodate an expanding product line.
- Successfully onboarded multiple new joiners within the team.
- Pioneered technical upskilling initiatives to keep the DAC team updated with industry standards and best practices.
𝐂𝐫𝐨𝐬𝐬-𝐅𝐮𝐧𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧 & 𝐑𝐞𝐬𝐮𝐥𝐭𝐬:
- Mentored team members on escalation management and prevention.
- Contributed to stabilising critical accounts worth over $1.7 million.
- Led multiple Cross-Functional initiatives, including developing a Team RASCI Matrix, and driving organisational improvements.