Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Neel Patel

Lutz,FL

Summary

Results-driven and tech-savvy Account Manager with 3+ years of experience managing SaaS client accounts, strengthening customer relationships, and driving revenue growth. Skilled in cross-functional collaboration, upselling, and customer retention. Proven ability to manage multiple accounts, improve user adoption, and exceed sales targets. Adept at solving client issues, delivering tailored solutions, and using CRM tools like Salesforce and HubSpot to optimize account performance.

Overview

19
19
years of professional experience

Work History

Account Manager

Nexiix Marketing
Morristown, NJ
02.2022 - Current
  • Built and nurtured long-term client relationships by providing proactive support, responsive service, and tailored solutions, resulting in high client satisfaction and retention rates.
  • Acted as the primary liaison between clients, cross-functional teams, and external partners to ensure seamless communication, alignment of goals, and successful execution of projects.
  • Led and coordinated multiple concurrent marketing campaigns from planning to launch, managing timelines, deliverables, and stakeholder expectations to meet or exceed performance targets.
  • Conducted in-depth discovery to understand client pain points, then crafted data-driven marketing and sales strategies to solve problems, and generate measurable business growth.
  • Played a key role in upselling services and expanding client accounts by identifying opportunities, and presenting new solutions aligned with business goals.
  • Oversaw contract workflows, renewals, and compliance requirements, ensuring accuracy and timeliness in documentation and approvals.
  • Regularly analyzed campaign performance using analytics platforms and dashboards, delivering insights to optimize future strategies, and maximize ROI.
  • Demonstrated strong technical proficiency across CRM systems, digital advertising platforms, and productivity tools to streamline workflows and enhance project efficiency.
  • Negotiated contracts and pricing agreements, ensuring mutual benefit, and long-term partnerships
  • Managed a portfolio of key accounts, consistently achieving or exceeding sales targets, and revenue goals.

Front Desk Receptionist/Medical Billing Specialist

Montclair Radiology
Montclair, NJ
01.2022 - 01.2023
  • Managed confidential medical records with precision using EMR systems, ensuring data accuracy, security, and compliance with HIPAA regulations.
  • Updated and maintained patient files to ensure accuracy, compliance with regulatory standards, and internal policies
  • Checked patients in and out efficiently, while coordinating with medical staff to ensure smooth transitions and accurate documentation.
  • Scheduled patient appointments, conducted follow-ups, and tracked discharges to ensure efficient patient flow, and timely communication with healthcare teams.
  • Maintained organized and welcoming reception areas, proactively reporting facility issues and supply needs to ensure smooth daily operations.
  • Acted as a liaison between patients, families, referral sources, and healthcare providers to facilitate clear communication, coordinate care, and ensure timely service delivery.
  • Managed pre-certification requests, coordinated with insurance providers to secure approvals, and processed patient payments, ensuring compliance with healthcare regulations and minimizing claim denials.
  • Completed additional administrative duties as needed to support daily operations
  • Collaborated with patients to review billing options and recommend cost-effective testing solutions, helping reduce out-of-pocket expenses
  • Assisted patients with understanding billing statements and identified testing alternatives to minimize costs and maximize insurance coverage
  • Worked directly with patients in a healthcare setting to explain billing procedures, verify insurance coverage, and recommend lower-cost testing options to reduce financial burden
  • Collaborated with patients in a radiology department to clarify billing details, verify insurance eligibility, and recommend cost-effective imaging options to reduce out-of-pocket expenses
  • Managed radiology referrals by verifying insurance coverage, securing prior authorizations, and coordinating with physicians and imaging centers to ensure timely scheduling and patient care

Patient Care Representative/Medical Billing Specialist

Citymd Urgent Care
Clifton, NJ
02.2016 - 01.2022
  • Coordinated patient referrals by verifying insurance requirements, obtaining prior authorizations, and ensuring timely communication between providers and specialists
  • Registered and discharged patients in a fast-paced healthcare environment, ensuring accuracy and delivering service excellence to enhance patient satisfaction
  • Responded to patient inquiries both in person and over the phone, providing accurate information and resolving issues, concerns with professionalism and empathy
  • Verified patient insurance coverage and accurately processed co-pays and account balances to ensure efficient and compliant billing operations
  • Ensured accurate cash handling and adherence to payment compliance policies to maintain financial integrity and accountability
  • Performed additional tasks and responsibilities as assigned by management to support departmental operations and improve workflow efficiency
  • Trained and supported new team members to facilitate smooth onboarding and promote team productivity
  • Maintained a clean and organized workstation to ensure efficiency and compliance with safety standards

Manager/Operations Shift Supervisor

Columbus Natural Foods
New York, NY
02.2014 - 01.2016
  • Delivered exceptional customer service to consistently achieve high levels of customer satisfaction
  • Managed comprehensive store operations while ensuring full compliance with company policies and procedures
  • Achieved sales targets by training, motivating, and mentoring new team members
  • Maintained accurate statistical and financial records to support data-driven decision-making and ensure operational efficiency
  • Resolved staff and customer issues promptly and professionally to maintain a positive and productive work environment
  • Developed staff schedules and delegated duties to ensure smooth daily store operations and optimal team performance
  • Oversaw inventory management and coordinated daily orders to maintain optimal stock levels and meet customer demand
  • Directed daily store operations, managed profit and loss performance, and set, monitored, and drove sales goals to maximize revenue and efficiency

Manager

Rajbhog Foods Sweets & Snacks
Jersey City, NJ
01.2006 - 02.2014
  • Ensured strict compliance with licensing requirements, hygiene standards, and health and safety regulations to maintain a safe and legally compliant environment
  • Planned and executed marketing initiatives, including promotional events and discount campaigns, to drive customer engagement and increase sales
  • Prepared daily sales and inventory reports to support accurate forecasting and informed decision-making
  • Planned and coordinated seasonal menus for dine-in, takeout, and catering services to align with customer preferences and optimize kitchen operations
  • Oversaw daily front- and back-of-house operations to ensure exceptional guest experiences and efficient service flow
  • Hired, trained, and supervised staff, fostering a positive team environment and reducing turnover
  • Monitored inventory levels and placed orders to avoid shortages while minimizing waste
  • Created staff schedules to optimize labor costs while meeting peak service demands

Coordinated catering and special events, ensuring seamless execution and client satisfaction

Education

Associate of Applied Business - Business Communication

Bergen Community College
Paramus, NJ
06-2010

Skills

  • Customer service
  • Public relations
  • Teamwork and collaboration
  • Time management
  • Leadership
  • Effective communication
  • Critical thinking
  • Contract negotiation
  • Supervision and leadership
  • Organizational skills
  • Account management
  • Client relationship management
  • Conflict resolution
  • Multitasking

Languages

English
Native/ Bilingual
Gujarati
Native/ Bilingual
Hindi
Full Professional

Timeline

Account Manager

Nexiix Marketing
02.2022 - Current

Front Desk Receptionist/Medical Billing Specialist

Montclair Radiology
01.2022 - 01.2023

Patient Care Representative/Medical Billing Specialist

Citymd Urgent Care
02.2016 - 01.2022

Manager/Operations Shift Supervisor

Columbus Natural Foods
02.2014 - 01.2016

Manager

Rajbhog Foods Sweets & Snacks
01.2006 - 02.2014

Associate of Applied Business - Business Communication

Bergen Community College