R

Rishi Patel

Business Development Executive

London, United Kingdom8 yrs 9 mos experience

Key Highlights

  • Proven expertise in sales operations and data analysis.
  • Strong stakeholder management and communication skills.
  • Experience in agile project management and process improvement.
Stackforce AI infers this person is a SaaS-focused Sales Operations and Business Analyst with strong analytical and project management skills.

Contact

Skills

Core Skills

Sales OperationsStakeholder ManagementBusiness AnalysisData AnalysisProject Management

Other Skills

Analytical SupportPerformance AnalysisDashboard CreationSalesforceBigQueryGoogle SheetsSalesforce ReportingKPI MonitoringSalesforce Data MigrationSales ReportingProcess ImprovementAgile Project ManagementBudget ManagementReportingChange Management

About

A versatile, analytical, hardworking individual, who always perseveres to achieve the best results. With the ability to quickly adapt to new environments and processes. A Charismatic, dynamic individual and accustomed to multi-tasking, with strong stakeholder management skills to deliver results.

Experience

8 yrs 9 mos
Total Experience
1 yr 8 mos
Average Tenure
2 mos
Current Experience

Factor

Sales Operations Manager

Apr 2026Present · 2 mos

Sales OperationsStakeholder ManagementData Analysis

Confluent

EMEA Strategy Analyst

Apr 2024Apr 2026 · 2 yrs · City Of London, England, United Kingdom

  • Own analytical support for EMEA go-to-market strategy, planning, and performance across sales and revenue operations.
  • Partner with EMEA Sales Leadership, GTM Strategy, and Sales Operations to support strategy, planning and execution.
  • Lead EMEA-wide performance analysis across pipeline, bookings, consumption, streaming projects, forecast accuracy and attainment.
  • Build and maintain dashboards and analytical models covering coverage, capacity, and business health.
  • Support fiscal year and quarterly planning including quota setting, territory design, capacity modelling, ramp analysis and coverage assessment.
  • Document and standardise sales processes to improve workflow clarity, handoffs and execution.
  • Produce executive-ready insights for QBRs, leadership reviews and weekly operating cadences.
  • Automate and streamline reporting using Salesforce, BigQuery, and Google Sheets.
Analytical SupportPerformance AnalysisDashboard CreationSalesforceBigQueryGoogle Sheets+2

Mimecast

Sales Operations Specialist

Jun 2022Mar 2024 · 1 yr 9 mos · Greater London, England, United Kingdom

  • Playing an internal role in enabling Sales Directors, Sales Managers and Sales Account Managers by providing data driven business insights and operational support.
  • Providing consistent and timely reporting across all hierarchies and acting as a liaison back to the Larger Sales Operation function
  • Driving change in business with fast results whilst balancing competing priorities
  • Business partner to Sales leaders and teams including Marketing and Finance
  • Providing insights into the health of the business, the forecast, the pipeline and other various KPI’s.
  • Salesforce reporting and Dashboard performance reports to provide actionable insights that support data driven decision making for leadership teams
  • Fiscal year planning, quota/ Anaplan territory setting
  • Develops and maintains strong working relationships
  • Assisting Sales Reps and Management ensuring timely and accurate forecast submissions
  • Facilitate team forecast and pipeline sufficiency calls
  • Data and Sales cleansing via Anaplan and Tableau including analysing algorithms to monitor trends in the business and address concerns
  • Downsell & Churn Reconciliations
Sales OperationsSalesforce ReportingData AnalysisKPI Monitoring

Capita people solutions

2 roles

Agile Project Manager

Jan 2020Aug 2020 · 7 mos

  • To support Capita People Solutions in efficiently operationalising a new knowledge hub function to drive agile ways of working and become more data driven. Ensuring the project is on track, budget, plan and within delivery scope.
  • Performing agile project management activities including planning, execution and reporting in order to provide senior management insight
  • Proactively identifying and managing RAID log and driving mitigating actions.
  • Working with programme manager to manage, support and create project budgets
  • Reporting regularly to senior management on project status, issues and action items
  • Managing project administration on confluence
Agile Project ManagementBudget ManagementReportingProject Management

Sales Operations Analyst

Aug 2018May 2022 · 3 yrs 9 mos

  • To support Capita People Solutions on the major change and transformation programme to regenerate the sales data function. Primarily tasked to analyse and migrate salesforce data but implement new processes and techniques
  • Analyse and migrate Salesforce data, implementing new processes and techniques.
  • Produce monthly/weekly sales pipeline Salesforce reports, conducting divisional deep dive reporting.
  • Work extensively with Salesforce data and opportunity management.
  • Provide Salesforce, LinkedIn Salesforce Navigator & Demand Farm training to sales teams.
  • Contribute to sales and revenue forecasting.
  • Manage outsourced work, consultants, and relationships.
Salesforce Data MigrationSales ReportingProcess ImprovementSales Operations

Capita pcse

PMO Analyst

Jan 2018Jul 2018 · 6 mos · Leeds, West Yorkshire, United Kingdom

  • To support Capita Primary Care Support England in the management of change across operations and business change by ensuring all project and programmes align to the change management frameworks. Working closely with programme managers, business analysts and change owners to ensure projects are on track, budget, plan and delivery scope.
  • Working with the PMO manager to champion ongoing process improvement initiatives to implement best practices for Agile Project Management
  • Documenting, tracking and delivering all agreed actions
  • Management of programme RAID log
  • Steering committee meetings
  • Tracking all mitigation actions against agreed due dates
  • Working closely with risk owners to qualify the level of risk on an impact and likelihood basis
  • Producing weekly programme reports
  • Ensuring correct version control of all updated processes.
  • Supporting change team to manage and track change through the change log
  • Producing status reports on change
  • Financial management
Change ManagementProcess ImprovementRisk ManagementProject Management

Capita

Novus Consultant - Business Analyst

Jun 2017Jan 2018 · 7 mos · London Area, United Kingdom

  • An intensive programme covering both theoretical and practical aspects of change and transformation. Engaging with real projects to prove the skills acquired. The programme provides skill sets required in business change, modelling business processes, stakeholder management, requirements engineering, UML and Agile project management.
  • Driving use of Kanban flow project delivery tool throughout organisation
  • Producing business requirements documentation
  • Defining and analysing requirements
  • Facilitating agile workshop meetings
  • Working with developers to create an app for the Capita sales team
  • UML, activity, use case, state machine and context diagrams
  • UML systems-use case descriptions
  • Creating test plan and numerous test scenarios for the project
  • Adding missing functional and non-functional requirements
  • Identifying product risks
  • Writing test cases to demonstrate correct functionality
Business AnalysisStakeholder ManagementUML

Education

Liverpool John Moores University

Bachelor of Science (Hons) Building Surveying — Built Environment

Jan 2014Jan 2017

Liverpool John Moores University

Higher National Diploma: Building Surveying — Built Environment

Jan 2012Jan 2014

Chadwell Heath Academy

A levels & GCSEs

Jan 2007Jan 2012

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