Urvi Patel

Urvi Patel Email and Phone Number

Oracle NetSuite Consultant | NetSuite Certified | University of Waterloo Graduate @ Oracle
redwood shores, california, united states
Urvi Patel's Location
Waterloo, Ontario, Canada, Canada
About Urvi Patel

Hello! I am a dynamic Science and Business enthusiast at the University of Waterloo, specializing in Biotechnology and on track to graduate in 2024. My academic journey has equipped me with refined time management, presentation, and interpersonal skills, notably showcased during my role as a Teaching Assistant. Leading evaluations for 70 students, I successfully addressed challenges with precision. In my professional ventures, as a Customer Experience Solutions Analyst at Northbridge, I implemented a prioritization matrix for CRM backlog management, underscoring proficiency in Microsoft Suite. My role as a Digital Transformation Analyst at Manulife Financial further enhanced my capabilities, employing Agile methodologies to measure global Quarterly Digital KPIs. Actively pursuing full-time opportunities for 2024, I look forward to contributing my expertise to a dynamic and growth-oriented team.

Urvi Patel's Current Company Details
Oracle

Oracle

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Oracle NetSuite Consultant | NetSuite Certified | University of Waterloo Graduate
redwood shores, california, united states
Website:
oracle.com
Employees:
184101
Urvi Patel Work Experience Details
  • Oracle
    Associate Consultant
    Oracle Jul 2024 - Present
    Kitchener, Ontario, Canada
    Shared Resource Team - NetSuite Implementation Certification: NetSuite SuiteFoundation
  • University Of Waterloo
    Teaching Assistant
    University Of Waterloo Sep 2023 - Dec 2023
    Waterloo, Ontario, Canada
    Experienced academic collaborator and leader with a proven track record of positively impacting student performance and satisfaction. Collaborated closely with a team of four, including the professor, to address student challenges effectively, fostering an environment conducive to academic success. Demonstrated leadership by leading the evaluation process for 70 students, delivering detailed and timely feedback during office hours, and contributing significantly to students' academic progress… Show more Experienced academic collaborator and leader with a proven track record of positively impacting student performance and satisfaction. Collaborated closely with a team of four, including the professor, to address student challenges effectively, fostering an environment conducive to academic success. Demonstrated leadership by leading the evaluation process for 70 students, delivering detailed and timely feedback during office hours, and contributing significantly to students' academic progress. Committed to enhancing the learning experience and fostering academic growth through collaboration, leadership, and personalized support. Show less
  • Northbridge Financial Corporation
    Customer Experience Solutions Analyst
    Northbridge Financial Corporation Jan 2023 - Aug 2023
    Toronto, Ontario, Canada
    Experienced professional adept at driving organizational efficiency and enhancing customer experience through strategic project management and process optimization. Recognized for developing and implementing a prioritization matrix aligned with department and company goals, optimizing backlog management for a new Customer Relationship Management (CRM) system. Skilled in fostering adaptability and transparency by socializing key initiatives with stakeholders.Demonstrated expertise in… Show more Experienced professional adept at driving organizational efficiency and enhancing customer experience through strategic project management and process optimization. Recognized for developing and implementing a prioritization matrix aligned with department and company goals, optimizing backlog management for a new Customer Relationship Management (CRM) system. Skilled in fostering adaptability and transparency by socializing key initiatives with stakeholders.Demonstrated expertise in mapping and visualizing complex processes, including the Triage Process, using tools such as Visio to improve team understanding of critical workflows. Proficient in orchestrating change management plans for system releases, ensuring seamless onboarding of subsidiaries and stakeholders.Proven track record in analyzing pilot insights, crafting process documents, conducting user acceptance testing (UAT), and spearheading cross-departmental tasks to improve customer experience. Committed to driving innovation and delivering impactful results through strategic planning, collaboration, and continuous improvement. Show less
  • Manulife
    Digital Transformation Analyst
    Manulife May 2022 - Aug 2022
    Toronto, Ontario, Canada
    Dynamic professional with a proven track record in leveraging Agile and Scrum methodologies to drive collaboration across cross-functional teams and geographies. Proficient in effectively communicating strategic objectives through mail merge and gathering crucial data for quarterly reporting on Digital Products, Services, and Assets.Skilled in accurately measuring Quarterly Digital KPIs (DKPIs) using Excel functionalities such as PIVOT tables and various formulae, and optimizing… Show more Dynamic professional with a proven track record in leveraging Agile and Scrum methodologies to drive collaboration across cross-functional teams and geographies. Proficient in effectively communicating strategic objectives through mail merge and gathering crucial data for quarterly reporting on Digital Products, Services, and Assets.Skilled in accurately measuring Quarterly Digital KPIs (DKPIs) using Excel functionalities such as PIVOT tables and various formulae, and optimizing reporting processes through macro recording for increased accuracy. Developed comprehensive process documentation for Quarterly Reporting on DKPIs and provided training to ensure seamless task handover.Recognized for consistently meeting tight deadlines for monthly and quarterly reports, empowering Executive Leadership Teams (ELT) to make informed decisions. Proactive in presenting robust solutions and facilitating knowledge transfer through collaboration with team members and co-ops.Instrumental in promoting visibility and streamlining processes through the creation of a tracker for Data Share Agreements on Confluence and facilitating Quarterly Increment Planning for ELT Power BI dashboard automation using Mural. Committed to driving efficiency, fostering collaboration, and delivering impactful results in dynamic environments. Show less
  • Manulife
    Sales Effectiveness Coordinator
    Manulife Sep 2021 - Dec 2021
    Waterloo, Ontario, Canada
    Experienced sales operations professional adept at optimizing processes and enhancing team productivity through strategic data analysis and automation. Skilled in extracting insights from Avaya, Verint, and Salesforce reports to develop actionable Inside Sales Reports and Leaderboards. Recognized for streamlining Leaderboard preparation by 75% through advanced MS Excel automation.Proactively supported Inside Sales managers by preparing monthly call audit packages and creating… Show more Experienced sales operations professional adept at optimizing processes and enhancing team productivity through strategic data analysis and automation. Skilled in extracting insights from Avaya, Verint, and Salesforce reports to develop actionable Inside Sales Reports and Leaderboards. Recognized for streamlining Leaderboard preparation by 75% through advanced MS Excel automation.Proactively supported Inside Sales managers by preparing monthly call audit packages and creating comprehensive support materials for Salesforce training. Facilitated team collaboration through drafting the Inside Sales Newsletter and organizing team building activities. Led logistics for the EOY Inside Sales Meeting attended by the Vice President of Sales.Contributed to talent development by participating in co-op interviews and managing LOE verification tasks. Proficient in email marketing campaign management and distribution list organization. Committed to driving operational excellence and continuous improvement in dynamic sales environments. Show less
  • Ontario Ministry Of Economic Development, Job Creation And Trade
    Client Services Assistant
    Ontario Ministry Of Economic Development, Job Creation And Trade Feb 2021 - Apr 2021
    Toronto, Ontario, Canada
    Experienced professional skilled in seamlessly managing meeting reservations and client inquiries to elevate organizational facilities and services to new heights of excellence. Proficient in leveraging Resource Scheduler software to meet division mandates efficiently, while adeptly engaging individuals from diverse backgrounds. Demonstrated expertise in compiling and analyzing data for client databases, utilizing advanced MS Excel techniques. Proven track record in orchestrating flawless… Show more Experienced professional skilled in seamlessly managing meeting reservations and client inquiries to elevate organizational facilities and services to new heights of excellence. Proficient in leveraging Resource Scheduler software to meet division mandates efficiently, while adeptly engaging individuals from diverse backgrounds. Demonstrated expertise in compiling and analyzing data for client databases, utilizing advanced MS Excel techniques. Proven track record in orchestrating flawless logistics for high-profile events such as the True North Free Trade Forum, showcasing bilingual proficiency in post-event survey creation and analysis. Committed to driving success through meticulous attention to detail, strategic analysis, and a passion for delivering unparalleled service. Show less

Urvi Patel Education Details

Frequently Asked Questions about Urvi Patel

What company does Urvi Patel work for?

Urvi Patel works for Oracle

What is Urvi Patel's role at the current company?

Urvi Patel's current role is Oracle NetSuite Consultant | NetSuite Certified | University of Waterloo Graduate.

What schools did Urvi Patel attend?

Urvi Patel attended University Of Waterloo.

Who are Urvi Patel's colleagues?

Urvi Patel's colleagues are La Tisha Charuvilayil, Raymond Fick, Amitav Mohapatra, Sergio Ibañez, Siva Krishna, Phillip Marcal, Pmp, Csm, Silviu Stoianoff.

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