Heather Patel Email & Phone Number

Plano, Tx, Us

Dallas, Texas, United States

Led the organization's integration for carve-out acquisition involving global products, customers, and employees while creating new processes and procedures. Implemented new business models, customer types, and product experience while positively impacting customer satisfaction and employee morale.Integrated and led the organization to meet financial and business objectives for three multi-product platforms, including products, tools, and services.Managed learning operations teams holding webinars, online conferences, in-person events, and over 500 self-study programs annually.Product Management for webcast tool serving accounting industry by using integrated in learning management system and streaming service vendor Kaltura.

Dallas-Fort Worth Metroplex

Managed Thomson Reuters Learning platform product management function by establishing, initiation and optimizing product prioritization and business development strategies based on company targets, product specifications, market data, and budget factors.Demonstrated strong leadership as product lead in a dynamic and challenging environment, guiding cross-functional teams to achieve successful carve out divestiture outcomes for all for-profit TR learning product line.Completed multiple platform learning management system migrations to include customer, course, and organizational data.

Dallas-Fort Worth Metroplex

Managed learning catalog covering multiple formats from webinars, online self-study, in-person events and conferences serving the tax and accounting continuing professional industryPlanned, developed and executed product strategies aligned to client's vision for webcast, learning management system and compliance tracking tools used in delivering learning and development.Led and executed customer support team strategy to handle complex and sensitive client relations and quality control issues to minimize negative impact to business direction.Transitioned product and development teams from waterfall to agile

Dallas-Fort Worth Metroplex

Launched Checkpoint Learning platform, merging seven existing Learning platforms/websites. Including comprehensive subscription packages, moving the CPE industry from primarily discreet revenue to subscription ACV revenue.Managed, implemented and maintained accounting continuing education compliance requirements from 72 regulatory organizations.Managed custom CPL eCommerce promotion engine which allowed for complex orders and product-specific discounts.

Dallas-Fort Worth Metroplex

Led team including employees and vendors to create Checkpoint Learning platform including proprietary subscription management and ecommerce engines.Managed, implemented and maintained accounting continuing education compliance requirements from 72 regulatory organizations.

Dallas-Fort Worth Metroplex

Combined two editorial teams, creating learning in two online publishing platforms serving various tax and accounting segments and corporationsPrioritization program and communication for CE tracking tool backlog with daily changing priorities and competing high-profile customersProgrammed all xml pages for new compliance engine into the newly launched Checkpoint Learning platform.

Dallas-Fort Worth Metroplex

Led compliance due diligence and integration into Thomson Reuters for three acquisitions. Acquisitions included integration of content, tools, and services as well as migration of customers and business processes into Thomson Reuters learning teams.Oversaw implementation membership requirements for program development, presentation, measurement, and reporting as required for the organization’s delivery to the tax and accounting industry.Implemented new self-study course creation industry standards, creating new products and production processes.

Nashville