Bentley University

Isenberg School of Management, UMass Amherst

Cornell University

Customer Obsessed - Analytically Driven!

Liftlab is the leading provider of science-driven software to optimize marketing spend and predict revenue for optimal spend levels. We call this the Science of Marketing Effectiveness. Our platform combines economic modeling with specialized media experimentation so brands and agencies can clearly see the tradeoffs of growth and profitability. 

With decades of experience in marketing analytics and data science, our team of industry experts and thought leaders is proud to enable leading and emerging brands such as Cinemark, Express, Hanna Anderson, Lulu & Georgia, Pandora, Sephora, Skims, Tory Burch, Thrive, and Vionic, with our cutting-edge solutions and strategic guidance.

LiftLab

Chief Customer Officer

Pavilion

Executive Member

Skills: Business Growth · Software as a Service (SaaS) · Customer Support · Client Relations · Start-up Consulting · Customer Success · Customer Relationship Management (CRM) · Renewals · Revenue Forecasting

RevGenius

Member

Advisor Role:
Strategic Guidance: I offer strategic advice to individuals and organizations, helping them align their goals and develop effective strategies to achieve success. I analyze market trends, identify opportunities, and provide actionable recommendations to drive growth and overcome challenges.

Mentorship: As an advisor, I provide mentorship and guidance to my clients, sharing my knowledge and experience to help them develop their skills, make informed decisions, and unlock their full potential.

Problem Solving: I excel at analyzing complex problems, identifying root causes, and designing innovative solutions. I work collaboratively with clients, leveraging my expertise to find creative and practical approaches to overcome obstacles and achieve desired outcomes.

Results-Driven Approach: I am committed to delivering tangible results for my clients. By setting clear objectives, developing actionable plans, and closely monitoring progress, I help clients achieve their desired outcomes and maximize their potential.

Fetcher

Customer Success Advisor

Fractionals United

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Chief

Our mission at Fetcher is to make it fast, easy and fun for organizations to find the right person, for the right job, at the right time.

We help high-growth companies find the candidates whose talents, interests and experience best match the needs of the job and the culture of the team. We believe when the right person is in the right role, real magic happens.

We built Fetcher to reduce the pain and expense of hiring so that organizations can focus their time on attracting talent and nurturing the growth and development of their people.

We are committed to investing in long-term partnerships with organizations who see talent as their greatest asset, and we create the tools that empower their growth. We've worked with over 400 organizations ranging from stealth mode startups to the Fortune 500 and we look forward to partnering with you to thoughtfully grow your team.

The world’s largest global brands utilize the Ad-Lib platform to design, develop and deploy amazing digital creative at scale driving proven results, time savings of up to 46% and performance uplift of up to 80%
 
Our platform:
·         Streamlines collaboration across brands, agencies & geographies, 
·         Produces AI-assisted, personalized, best-of-breed creative across formats, 
·         Uncovers data & insights to drive creative optimization, and 
·         Simplifies the cross-channel deployment of creative assets across surfaces.
 
My philosophy is that customer success is more than just a phrase – it’s an organizational mindset and way in which the entire business works together taking pleasure and satisfaction in making our customers successful. I am responsible for customer retention, hiring, and program management at Ad-Lib globally. My team works cross-functionally with Marketing, Engineering, Product, Sales and Service leaders to align retention excellence and better customer experiences. 

My role includes kicking off the US market, building, mentoring and managing the customer success org inclusive of Client Partners and Customer Success Managers globally. Partnering with our colleagues, my team is responsible for guiding our clients to successfully adopt and drive accelerated time-to-value and improving our customer business outcomes.

Ad-Lib Digital

VP Customer Success, Americas + UK + Europe + US Ops

A disruptor and pioneer in algorithmic media planning leveraging AI. With the Elsy platform advertisers are uniquely positioned to optimize complex portfolios of granular investments across all paid media platforms to maximize business growth and ROI. I am dedicated to helping customers achieve quantifiable business value leveraging the Elsy Platform.

• Accountable for developing and rolling out a customer success program across Elsy’s customer base – which includes strategic guidance to brands to drive greater business impact starting from pre-sales through to renewal and expansion 
• Organized the first set of customer success goals for Elsy and a strategy to achieve and exceed 
• Created new SaaS model including plan to roll out to customers through creation of new pricing format, training curriculum and training program

Elsy

Vice President Customer Success

Visual IQ was a Volition Capital company sold to Nielsen. Visual IQ is the industry’s leading provider of marketing intelligence. It combines the power of audience with attribution in a single platform, so advertisers can understand marketing performance in combination with the unique profiles of their customers and prospects.

•	Manage a portfolio of top strategic accounts- responsible for $15MM+ in revenue 
•	Cultivate strong relationships and build partnerships within top tier enterprise client teams such as Equifax, Spotify, Verizon, JetBlue, Dell, TracFone, Subaru, Goldman Sachs etc. (over $250MM media spend)
•	Build strategic plans for account managers to execute on- delivering a high value output to drive towards customer success
•	Proven track record of driving client satisfaction and expansion (130%+) with existing client relationships by gaining a detailed knowledge of their business, identifying areas of improvement, and offering proactive solutions that help solidify the relationship  
•	Provide priorities and direction to a cross-functional delivery team to provide strategy and analytics based on a strong understanding of the clients’ objectives 
•	Effectively communicate to clients the best and most efficient methods of utilizing our database and marketing solutions to support clients’ overall marketing objectives

Visual IQ, Inc.

Director, Customer Success

• Proven track record of client growth- YoY average of 130%+ in renewal rate
• Consistently a top producer for Visual IQ- globally 
• Proven track record of 100% client satisfaction
• Lead a team of account managers powering the development, performance tracking and growth of client’s digital marketing efforts across the retail, travel, banking, subscription, healthcare and telco vertical including brands like Equifax, JetBlue and Goldman Sachs
• Key client relationship owner responsible for understanding client's business objectives and competitive landscape and driving strategic recommendations across multiple channels.
• Consistently exceed revenue and gross margin targets
• Responsible for maintaining and growing a portfolio of clients with over $250MM in media spend

Associate Client Partner

• Proven track record of 100% client satisfaction
• Builds trusting, collaborative relationships with clients of all levels
• Successfully represent the client’s point of view when reviewing work and leveraging this perspective when providing feedback to team and presenting to client. Ultimately focused on doing the best work for the client’s business 
• Shown over a $20M savings to drive more efficient media spend for clients in BoB
• Proven track record of meeting and exceeding gross margin goals by 100% 
• Maintained the highest client satisfaction and renewal rate in the company
• Facilitate successful project definition, planning, budgeting, scheduling, resourcing, and lead high performance project teams
• Manage projects within scope, quality, time, and cost constraints with minimal oversight 
• Successful track record up selling enterprise solutions. 
• Motivates ineternal team to a high level of performance
• Proven ability to help drive efficiency in media spend 
• Actively listen and determine the customers’ needs

Senior Account Manager

Skills: Software as a Service (SaaS) · Facebook Marketing · Client Services · Client Relations · Project Management

Account Manager

- Managing client relationship 
-Become an extension of the client business team. Build strong rapport with clients including managing relationship, SLA execution, contract adherence, expectation setting, and status communications. Drive client satisfaction and address issues causing dissatisfaction.
 - Managing client business 
-Execute, document, and improve operational execution and processes.
- Operations --Liaison with distribution operations to create a unified customer experience. Make key operations groups an extension of the client services team including weekly or bi-weekly client communications specific to operational execution and key business initiatives related to distribution operations.

eBay Enterprise

Client and Campaign Services Specialist

I work with American Airlines and aid in coordination of project teams both internally and externally, coordinate resource requirements for mailings and projects. I analyze/troubleshoot provided HTML assets and revise code where necessary to integrate with internal tools and render properly across multiple platforms. In addition I make suggestions for coding improvements to enhance the render-ability across a wide range of popular e-mail clients. Create reports for the client to see metrics on success of mailings. Suggest other ideas being utalized in the travel industry. 
 
Other Tasks:
 
-Acting as the primary contact for the strategic management of clients e-mail and multi-channel marketing programs.  
-Complete and QA campaign setups and change rounds in rapid succession with minimal errors.
 - Utilize the company's campaign management tools and support the training of clients & other employees in their use.
 - Utilize basic programming and database knowledge to create highly customizable campaigns.
 - Professionally manage the client relationship on a production operations level.
 - Actively seek to foster the client relationship through effective communication and expectation setting.

Campaign Support Specialist

Nehal is responsible for client onboarding, business development and online marketing for LeadBridge. 

During her time with LeadBridge Nehal:
-Created a database to aid with marketing related activites  
-Closed fortune 100 companies
-Represented LeadBridge at several trade show events with regards to k-12 and higher ed related technology
- Lead the SEO related project
-Managed client relations 
-Worked with and reported to the CEO to strategize new market entry
-Helped advance with CRM methods
-Aided with blog organization
-Aided with rebranding of products 


LeadBridge is a premier provider of actionable sales intelligence for technology companies selling to Education and Enterprise target accounts. 

We engage key decision makers and influencers, uncovering potential revenue opportunities and competitive intelligence for your field sales team. Clients view LeadBridge as a smarter way to accelerate complex sales cycles in “must-win” target accounts. 

Contact Us: sales@leadbridgepartners.com

Specialties
Lead Generation, Market Research, Account Profiles, Sales Intelligence

LeadBridge Partners, LLC

Project Manager of Business Development, Marketing and Client Services

Epsilon is the industry's leading marketing services firm. Comprised of three divisions, Purple@Epsilon, Marketing Technology, and Data Services (including Abacus), Epsilon combines the power of the world's most extensive collections of consumer and business data together with world-class creative and proven techniques to maximize marketing success for clients worldwide. 

Services include strategic consulting, database and loyalty technology, proprietary data, predictive modeling and creative and interactive services including brand and promotional development, web design and development, email deployment, search engine optimization and direct mail production.

Epsilon

Business Systems Analyst

Nehal is President for Nehal Inc. She manages investments in several business locations and provides proven consulting services across hotels, convenience stores and liquor stores to improve revenue and see a real ROI.

Nehal Inc.

President

•Conducted training for new employees
•Continuously ensured that the inventory was adequate
•Ordered new products to always have the top of line equipment to offer
•Processed inventory orders and made payments on orders
•Conducted meetings for staff to educate about details of new products and promotions  
•Interacted with customers to better understand their wants and needs to promote a purchase decision 
•Execute marketing techniques to constantly meet or exceed individual and company goals

Nehal Patel