AeroLeads people directory · profile
Mohit Patel Email & Phone Number
Revenue Operations and Strategy Lead
at
Forma
1 work email found
@wellsfargo.com
2 phones found area 972
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Revenue Operations and Strategy Lead
Location
Austin, Texas, United States
Company size
Who is Mohit Patel? Overview
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Quick answer
Mohit Patel is listed as Revenue Operations and Strategy Lead at Forma, a with 226 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 972, and a matched LinkedIn profile for Mohit Patel.
Mohit Patel previously worked as Revenue Operations and Strategy at Forma and Manager, Strategy & Operations at Palo Alto Networks. Mohit Patel holds Bba Finance (Investment Management), Banking, Corporate, Finance from The University Of Texas At Austin.
Company email context
Email format at Forma
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{first}.{last}@wellsfargo.com
86% confidence
AeroLeads found 1 current-domain work email signal for Mohit Patel. Compare company email patterns before reaching out.
Profile bio
About Mohit Patel
Experienced Business Operations and Strategy Specialist with a demonstrated history of working in TMT Corporate Banking & SaaS space as an operator. Skilled in Microsoft Suite, GSheets, Amplitude, Data Analytics, Market Research, Enterprise Sales, SaaS Accounting etc. Strong Finance and Strategy professional with a BBA Finance (Corporate Finance) focused in Banking, Corporate, Finance from The University of Texas at Austin.
Listed skills include Leadership, Microsoft Office, Public Speaking, Microsoft Excel, and 33 others.
Current workplace
Mohit Patel's current company
Company context helps verify the profile and gives searchers a useful next step.
Forma
9 roles
Mohit Patel work experience
A career timeline built from the work history available for this profile.
Revenue Operations And Strategy
Current
Jul 2024 - Present
Manager, Strategy & Operations
- Directed strategic initiatives to enhance pipeline growth and account strategy, including comprehensive post-sales customer engagements.- Oversaw forecasting, deal structuring, and month-end and quarter-end close processes, ensuring precise target achievement and compliance.- Conducted advanced data analytics for market assessment and territory optimization, in close collaboration with sales and strategy leadership.- Managed all aspects of sales operations, including compensation analysis, performance reporting, and operational process improvements.- Led enablement functions, driving field readiness, process optimization, and alignment to overarching sales strategy.
Aug 2021 - Jul 2024
Bizops & Strategy
Parsable gives human work a digital edge in an increasingly automated world. By empowering today’s frontline workers with tomorrow’s digital tools, Parsable is helping to define a human-centric future of industrial work. Companies like P&G, Shell, Corteva Agriscience/DowDuPont and Honeywell rely on Parsable’s mobile-first Connected Worker Platform to make frontline execution more consistent, transparent and dynamic, while improving operational effectiveness and productivity.
Aug 2019 - Aug 2021
Jun 2016 - Aug 2019
Summer Financial Analyst
- Conducted a $80MM extension of a $100MM credit facility of a secure syndicated deal by analyzing three separate entities’ borrowing bases, pro forma financials and risk profiles- Analyzed companies as it pertains to credit worthiness of operations, relationship with management, collateral analysis and covenant compliances- Researched over 40 prospect and strategic clients to document contact information and personal profiles- Performed industry and financial analysis on a company with total aggregated Wells Fargo exposure of $125MM- Defined key risks and mitigants to various structures for multiple companies and assessed multiple underwriting models- Determined risk by calculating a Borrower Quality Rating(BQR) using metrics such as Company’s profitability, debt service coverage, leverage and liquidity
Jun 2015 - Apr 2016
Intellectual Property Deal Analyst
Idealasset
-Working with the Executive team to analyze firms, their intellectual property and current market trends-Research and match Intellectual Property for Fortune 500 clients to prospective buyers-Using data analytics to create patent portfolios to effectively market IP to customers
May 2014 - May 2015
Business Intelligence And Creative Marketing Intern
- Envisioned and implemented marketing campaigns and educated both current and prospective customers about the company, product and goals on a regular basis
Jun 2013 - Sep 2013
Math And Reading Instructor
I taught students ages 5 to 18 in all degrees of math and reading.
Nov 2010 - Mar 2011
1 education record
Mohit Patel education
-
The University Of Texas At Austin
FAQ
Frequently asked questions about Mohit Patel
Quick answers generated from the profile data available on this page.
What company does Mohit Patel work for?
Mohit Patel works for Forma.
What is Mohit Patel's role at Forma?
Mohit Patel is listed as Revenue Operations and Strategy Lead at Forma.
What is Mohit Patel's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Mohit Patel at Forma.
What is Mohit Patel's phone number?
AeroLeads has found 2 phone signal(s) with area code 972 for Mohit Patel at Forma.
Where is Mohit Patel based?
Mohit Patel is based in Austin, Texas, United States while working with Forma.
What companies has Mohit Patel worked for?
Mohit Patel has worked for Forma, Palo Alto Networks, Parsable, Wells Fargo, and Idealasset.
How can I contact Mohit Patel?
You can use AeroLeads to view verified contact signals for Mohit Patel at Forma, including work email, phone, and LinkedIn data when available.
What schools did Mohit Patel attend?
Mohit Patel holds Bba Finance (Investment Management), Banking, Corporate, Finance from The University Of Texas At Austin.
What skills is Mohit Patel known for?
Mohit Patel is listed with skills including Leadership, Microsoft Office, Public Speaking, Microsoft Excel, Entrepreneurship, Powerpoint, Microsoft Word, and Social Networking.
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