Santosh (Tosh) Patel

• Implemented automation and process changes resulting in 87% improvement, while clearing 1K+ accounts in backlog
• Successfully automated, previously manual emails, via Salesforce Marketing Cloud, effectively targeting potential clients and generating $1M+ in revenue growth
• Provided customized leadership development solutions to all levels of leadership, enhancing performance outcomes and continued success seen through sales growth and client retention
• Utilized PEO data to provide insights to internal and external partners through a native data monetization product, simultaneously scaling operations internally
• Delivered improvements to the CRM (Salesforce) by introducing automation and validation functionalities, leading to scaled reduction of manual workloads and enhanced efficiencies across multiple departments

• Created and launched a client success team with unique capabilities, for two pioneering digital products at ADP, ensuring a cohesive lifecycle model while avoiding silos
• Established and maintained relationships across various key-stakeholders to identify needs and opportunities, while developing and implementing strategic initiatives to effectively address them
• Successfully lead operations for two product offerings, built on two different platforms with different supporting functional teams
• Strategically stood up and maintained Salesforce applications (Service Cloud, Marketing Cloud, etc.) and owned partner/contract negotiations

Director, Client Service (Small Business Midwest Region): El Paso, TX

• Operationalized and scaled the existing Client Services Team, growing the team from a headcount of 40 to 120+ (direct and indirect reports)
• Maintained and achieved top national results for KPIs, Client Experience Surveys (NPS) and Associate Engagement Surveys during a notable growth period

Manager, Client Service (Small Business Midwest Region): Elk Grove Village, IL

• Supported client-facing associates' growth by ensuring that they surpass the expected level of performance while striving for retention of top talents
• Nurtured relationships with stakeholders from different organizational sectors, enabling efficient problem-solving abilities and delivering satisfactory outcomes for clients, resulting in improved customer satisfaction

Senior Analyst, Corporate Finance (Small Business): Elk Grove Village, IL

• Produced recurring reports for Executives to evaluate business performance by employing web-based and cloud computing data platforms including Tableau
• Developed and reported against an Annual Plan integrated with Quarterly Forecasts (staffing, expenses, revenue) while offering valuable strategic insights to exceed targets

HSBC ($10B banking group with over 200,000 employees worldwide): Mettawa, IL

Senior Financial Analyst, Global Finance

• Effectively managed financial analysis, planning, and control activities leading to a significant $450M reduction in $1.2B spend for Global Systems
• Implemented a lower cost model through overseas team training and supervision

Zurich North America (ZNA - $32B Insurance company with over 50,000 employees): Schaumburg, IL

Financial Reporting Analyst II

• Managed deadline-driven production of financial reports including Quarterly/Annual Statutory Filings as per NAIC regulations
• Enhanced efficiency through the reconciliation of diverse balance sheet accounts, leading to more than 50% reduction in reporting time
• Utilized SAP and MS Office Suite (Excel and Access) for the tabulation and analysis of diverse financial data