Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Mobeen Patel

London & Dubai

Summary

Strategic and results-driven Customer Success professional with a proven track record managing £28M+ in global SaaS client portfolios across fintech, real estate, and enterprise sectors. Demonstrated success in driving expansion revenue (£3M+ in upsell/cross-sell), improving customer experience (30% NPS increase), and delivering end-to-end lifecycle management—from procurement and proof of concept through to implementation, adoption, and long-term success.
Led transformational change programs for major global banks, hedge funds, and listed entities, contributing to a 19% uplift in additional product sales. Experience includes managing relationships with multinational brands, such as a $37B American confectionery company and a $1.7B global real estate service provider. Skilled in program management, stakeholder engagement, operational efficiency, and cross-functional team leadership.

Overview

10
10
years of professional experience

Work History

Customer Success Manager (Professional Services)

TRADINGHUB
11.2022 - Current
  • Managed a high-value portfolio of global banking clients, collectively generating over £28M in annual recurring revenue (ARR), with full ownership of account growth, health, and strategic direction.
  • Identified, pitched, and executed upsell and cross-sell opportunities using a BDR-style consultative approach, generating £2M in expansion revenue in 2024 and £1.2M in Q1 2025 alone.
  • Led and mentored a cross-functional team of 5, including project managers and engineers, to deliver client solutions at scale—fostering collaboration, accountability, and continuous improvement.
  • Program managed and delivered complex, high-stakes client projects across regulatory reporting and analytics, often under strict compliance deadlines and within multi-stakeholder environments.
  • Spearheaded initiatives that increased Net Promoter Score (NPS) by 30%, showcasing a strong commitment to customer satisfaction and loyalty.
  • Acted as a strategic advisor to C-level and senior stakeholders, aligning solution capabilities to their long-term objectives and delivering actionable insights to drive adoption and retention.
  • Led the full customer lifecycle—from proof of concept and onboarding through to implementation, go-live, and post-live support—ensuring consistent, high-touch engagement throughout.
  • Delivered value-add professional services—including workflow automation, process optimisation, and custom integrations—resulting in measurable gains in client efficiency and satisfaction.
  • Collaborated cross-functionally with Sales, Product, and Engineering to advocate for client needs, influence product direction, and enhance the overall customer experience.
  • Scoped and delivered client projects using agile methodologies and adaptive planning, ensuring alignment with evolving customer needs and delivering measurable outcomes.
  • Conducted in-depth stakeholder discovery sessions to surface goals, pain points, and success metrics—enabling delivery of tailored, strategic solutions.
  • Implemented a proactive account health monitoring framework, flagging risk indicators early and driving preemptive interventions to protect revenue.

Senior Accounts Project Coordinator

ERNST & YOUNG LLP, EY
08.2016 - 11.2022
  • Successfully managed 100+ engagements across various sectors, including Real Estate, Hospitality, and Construction
  • Oversaw all areas of operation, identifying and implementing improvements to streamline processes and enhance efficiencies
  • Overseeing firm-wide transformational change project (Mercury) with direct onshore impacts
  • Led teams to build an internal tool created by myself to assist teams without a project manager 'MyPM'
  • Played a pivotal role in bidding processes for new work and completion of PCIP processes with senior stakeholders
  • Identified, disseminated, and analyzed KPIs, presenting them to key stakeholders, including directors and senior executives
  • Managed team economics to optimize resource allocation for engagement teams
  • Ensured delivery to agreed timetables and deadlines for multiple concurrent projects, using both Waterfall and Agile (Sprints) methodologies

Audit Associate

ERNST & YOUNG LLP, EY
09.2015 - 08.2016
  • Completing audit processes and relaying high risk area's to audit seniors
  • Interpreted financial statements, account records and detailed numerical data to make accurate audit assessments.
  • Checked large and complex data sets to identify controls failures, fraud and concerning trends.
  • Maintained updated knowledge of risk management policies and compliance requirements for audit accuracy.

Education

Agile Project Management, Waterfall Project Management, PACE & AML, Risk Management & Blockchain

Ernst & Young LLP

A-Levels - Business, English Literature & Sociology

Chobham Academy
London, ENG
04.2001 -

GCSEs - 10 A*-C Including Mathematics & English Language

Rokeby School
London, ENG

Skills

  • Programme Management
  • Strategic Planning
  • Customer Relationship Management
  • Revenue Growth & Business Development
  • MEDDIC / MEDDPICC Methodology
  • Crisis & Escalation Management
  • Strategic Communications
  • Interdepartmental Collaboration
  • Data Analysis & Research
  • Advanced Microsoft Office (incl Excel)
  • Microsoft Operating Systems
  • CRM platforms

Accomplishments

  • Keen interest in Blockchain protocols in the DeFi space, Web3 development and CBDCs
  • Founder of Cryptopia, a nonprofit research and education platform in Cryptocurrency projects
  • Alumni projects, mentoring the next generation of our workforce.

References

References available upon request.

Timeline

Customer Success Manager (Professional Services)

TRADINGHUB
11.2022 - Current

Senior Accounts Project Coordinator

ERNST & YOUNG LLP, EY
08.2016 - 11.2022

Audit Associate

ERNST & YOUNG LLP, EY
09.2015 - 08.2016

A-Levels - Business, English Literature & Sociology

Chobham Academy
04.2001 -

Agile Project Management, Waterfall Project Management, PACE & AML, Risk Management & Blockchain

Ernst & Young LLP

GCSEs - 10 A*-C Including Mathematics & English Language

Rokeby School

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