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Hitendra Patil
Associate
CEOCOOPresidentManaging Director
Results-driven Strategic Customer Success, Operations, and Revenue Growth Executive Leader with over 20 years of experience in B2B SaaS, FinTech, and Financial Services. Proven success in creating scalable customer success frameworks that provide 360-degree–single source of truth - visibility into customer health to drive operational effectiveness and increase revenue retention and cross-sell/upsell revenue. 
Deep expertise and passion in designing and implementing data-driven metrics, automated processes, and customer
health scoring to ensure impactful customer engagements and satisfaction. Strong skills in multifaceted collaborations with Product, Sales, Marketing, GTM Systems, Finance, and Analytics teams to optimize performance, refine account coverage, and enhance team productivity. Adept at leveraging strategic partnerships to achieve double-digit utilization improvement. Passionate about fostering strong client relationships and achieving exceptional results. Consistently recognized as a Top 100 Influencer in the profession.

Work Experience
 
Founder and CEO | January 2022 – Present
Accountaneur®, LLC 
 
  • Empower firms to lead in Advisory-CAS/CAAS, Payroll/HR, driving innovation and client value.
  • Boost efficiency and satisfaction using AI, improving service delivery by 30%.
  • Enhance profitability with growth strategies that increase revenue by 25%.
  • Revolutionize processes and tech stacks for impactful client transformations.
  • Expand global reach by serving clients in over 10 countries.
 
Business Head: Global F&A Services | August 2023 – October 2024
Datamatics Business Solutions, Inc. 
 
  • Drove strategic growth, owning P&L for the F&A outsourcing vertical with efficiency and precision.
  • Headed the professional services business, delivering bookkeeping, accounting, tax preparation, audit, payroll, and HR services to global clientele. 
  • Propelled revenue growth by 29.1% by significantly strengthening market visibility and trust.
  • Amplified leads by 210% through targeted business development strategies.
  • Strategically positioned to exceed expectations, ensuring ongoing success. 
  • Revolutionized legacy operations to transition to a secure, flexible cloud tech model.
  • Expanded market reach by establishing a strong sales organization in North America.
 
Head of Customer Success | December 2016 – October 2022
AccountantsWorld by IRIS
                                                                                                                                                                                    
  • Established and led the Customer Success Team, managing $20M in annual recurring revenue, leading with professional accounting and payroll/HR SaaS solutions. 
  • Boosted customer retention from 81% to 97% with a data-driven engagement strategy. 
  • Developed CPI and CHI (indexes) to reduce churn and boost B2B usage by 30% through strategic adoption initiatives.
  • Led solutions consulting team to augment sales team to reduce sales cycle by 66%.
  • Improved NPS from 36% to 67% with a data-focused, product-led customer success strategy.
  • Spearheaded the project to infuse AI into the customer support self-help system to reduce incoming customer queries by 40%.
  • Strengthened customer advocacy through targeted engagement and satisfaction efforts. 
  • Led product development of accounting SaaS Product through modernization 
 
COO and Executive Director | January 2005 – November 2016
Pransform Services, Inc. 
 
  • Established the startup company and led global operations, optimizing processes and strategies to achieve a target gross margin of 54%.
  • Enhanced productivity by 20% through strategic project management improvements.
  • Positioned the professional services company to stand out in the marketplace by thought leadership associated with the brand. 
  • Expanded workforce by acquiring clients across 23 States in the US. 
  • Headed the conceptualization, development, and roll-out of a Tax Prep Quotation SaaS Product. 
 
AVP – Financial Services | January 2004 – December 2004
Viteos Technologies Ltd.
 
  • Pioneered the company's inaugural outsourced hedge fund administration shared services global center of excellence, a first in India. 
  • Expanded the team to 75 skilled professionals, efficiently serving diverse US clients. Exceeded target by 300%. 
  • Introduced project management best practices, enhancing efficiency and client satisfaction.
 
Vice President – Business Dev. & Operations | January 1998 – December 2003
Central Depository Services (India) Ltd. 
 
  • Established business operations driving multi-million dollar sales growth.
  • Secured over $25M in capital from institutional investors. 
  • Enrolled 5000+ partners covering the entire country. 
  • Recruited, trained, and mentored 100+ employees, enhancing team productivity.
 
General Manager Sr. Officer | September 1991 – December 1997
Earlier Career Experiences
 
  • Steered successful initiatives at Sharepro Services, enhancing operational efficiency in Mumbai, India.
  • Drove key projects at Reliance Consultancy Services Ltd., significantly boosting productivity in Mumbai, India.
 
Education
 
MDBA - FINANCIAL MANAGEMENT | June 1998 - May 2000
Symbiosis Institute of Management Studies
 
MASTERS, SCIENCE | June 1989 - May 1991
University of Mumbai
 
AI, Blockchain, Entrepreneurship Studies | January 2014 - January 2024
Certifications
 
Skills
                                                                                                   
Executive Leadership | Sales | Business Development | Customer Success Strategy | Customer Success Operations | Customer Experience | Cross-selling / Upselling  | Marketing | Strategic Relationships Management | Global Team Development | Account Management