Jason Patel
VP, Account Services at Fairwords- Claim this Profile
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Bio
Credentials
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Transitioning from Manager to Leader
LinkedInMay, 2019- Nov, 2024 -
Managing International Projects
LinkedInApr, 2019- Nov, 2024 -
Google Analytics Certified
GoogleMay, 2013- Nov, 2024 -
Certified Scrum Master
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Experience
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Fairwords
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United States
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Software Development
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1 - 100 Employee
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VP, Account Services
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Jul 2019 - Present
Some things should never be written at work.We protect your employees, your company, and your career by preventing damaging communications from ever happening in the first place. Real-time communications coaching: Hard to say, but easy to do with Fairwords. Some things should never be written at work.We protect your employees, your company, and your career by preventing damaging communications from ever happening in the first place. Real-time communications coaching: Hard to say, but easy to do with Fairwords.
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Motive Retail
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United States
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Retail Motor Vehicles
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1 - 100 Employee
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Director, Customer Success
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May 2014 - Apr 2019
Through building relationships with existing as well as potential clients, act as the voice of the customer to identify opportunities for increasing utilization of software products and managed services. Identify and define new features and capabilities which can not only improve the user experience but can make our software more valuable for our subscription based model.Work directly with the product development team to optimize the experience our customers have when working with our software through greater functionality and processes while simultaneously accounting for support, and future business priorities.Work closely with the Marketing Manager on product marketing activities which can improve understanding in the market of our solutions and create consistent solutions and packages.
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DEG, a Merkle Company
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United States
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Advertising Services
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1 - 100 Employee
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Business Analyst
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Jan 2013 - Apr 2014
Specialized in account and project management. Act as a strategist for e-commerce and web content management products for numerous high-profile clients. UX experience includes wireframes and design. Specialized in account and project management. Act as a strategist for e-commerce and web content management products for numerous high-profile clients. UX experience includes wireframes and design.
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DST Systems
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United States
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Information Technology & Services
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700 & Above Employee
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Principal Business Analyst / Solutions Lead
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Oct 2006 - Jan 2013
Total of 6 years at DST; as a member of the Vision team define business requirements, interface designs, and business intelligence for new product offerings and features targeted to the user population. End-users include financial advisors, back office broker dealers, and retail investors. Utilize data gathering techniques such as user path validation, focus groups, interviews, surveys, and database analysis. Perform solution evaluations, usability analysis, and user analytics. As a Solutions Lead, provide user stories, examine business processes, and create and vet solutions for financial advisor business processes. Vision projects have included research and design of: web and mobile based practice management tools, data integration, vendor integration, and billing models. Provide analysis of Vision usage and data from the website enabling personification of financial advisors and the methods they use to conduct their business. Work with development teams to enhance Vision product feature set and develop new avenues such as mobile and retail investor offerings.
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Junior Analyst
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Sep 1999 - Aug 2004
Projects include the integration of point-of-sale systems for the retail environment, and design and assessment of a web-based application for tracking applicants in a staffing firm. Projects include the integration of point-of-sale systems for the retail environment, and design and assessment of a web-based application for tracking applicants in a staffing firm.
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Education
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University of Colorado Boulder
BA, Economics