Jason Patel Email & Phone Number
Director, Strategic Customer Success @ Optro
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Jason Patel Location
- Longmont, CO, US
Jason Patel Work
- 2025 -now Director, Strategic Customer Success @
- 2024 -2025 VP, Customer Success @
- 2023 -2024 VP, Account Sales @
- 2019 -2023 VP, Client Services @
- 2014 -2019 Director, Customer Success @
- 2013 -2014 Business Analyst @
- 2006 -2013 Principal Business Analyst and Solutions Lead @
Jason Patel Education
- University of Colorado Boulder
Jason Patel Skills
- Back Office
- Requirements Gathering
- SDLC
- Business Requirements
- Mutual Funds
- Business Analysis
- Requirements Analysis
- Usability Testing
- User Centered Design
- Product Ownership
- Account Management
- Product Management
- Project Management
- Certified Scrum Master CSM
- Management
- User-centered Design
- User Experience
- Scrum
- Integration
- Financial Services
- Business Intelligence
- Ownership
- Service Delivery
- Microsoft Word
- Sales
- Public Speaking
- Teamwork
- Executive Leadership
- Leadership
Jason Patel Summary
- Jason Patel, based in Longmont, CO, US, is currently a Director, Strategic Customer Success at Optro. Jason Patel brings experience from previous roles at Comply, MCO (MyComplianceOffice), Fairwords and Motive Retail. Jason Patel holds a University of Colorado Boulder. With a robust skill set that includes Back Office, Requirements Gathering, SDLC, Business Requirements, Mutual Funds and more. Jason Patel has 1 emails and 1 mobile phone numbers on RocketReach.
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