Kinjal Patel, Cpa, Cma
About Kinjal Patel, Cpa, Cma
Kinjal Patel is the Vice President of Sales at Planful, where he has worked since 2021. He has extensive experience in sales and financial analysis, having held various leadership roles at companies including Vena Solutions and LG Electronics Canada.
Work at Planful
Kinjal Patel has served as Vice President of Sales at Planful since 2021. In this role, Patel has focused on enhancing financial planning and analysis processes for clients, including notable organizations such as the Boston Red Sox and 23andMe. Under Patel's leadership, Planful has been recognized as a CPM Technology Leader by Nucleus Research for nine consecutive years. Patel achieved the title of Vice President of the Quarter in the first quarter of 2022, reflecting a commitment to driving sales and client success.
Previous Experience at Vena Solutions
Before joining Planful, Kinjal Patel held multiple roles at Vena Solutions. Patel served as Director of Sales for the US-West region from 2019 to 2021, and prior to that, worked as an Enterprise Sales Manager from 2016 to 2019. Patel began at Vena Solutions as Manager of Mid-Market Solutions in 2015, where the focus was on developing sales strategies for mid-market clients. This extensive experience contributed to a strong foundation in sales leadership.
Background in Financial Analysis
Kinjal Patel's career began in financial analysis, with a role as Senior Financial Analyst at LG Electronics Canada from 2010 to 2011. Patel also worked at Microsoft as a Business Analyst from 2006 to 2010. These positions provided valuable insights into financial operations and analytics, which have been beneficial in subsequent sales and leadership roles. Patel's early career experiences laid the groundwork for a successful transition into sales management.
Education and Expertise
Kinjal Patel holds a Bachelor of Mathematics with a focus on Finance from the University of Waterloo. Additionally, Patel is a Certified Management Accountant (CMA) through CPA Canada and has completed the Canadian Securities Course from the Canadian Securities Institute. This educational background supports a strong understanding of financial principles and management, enhancing Patel's effectiveness in sales and client engagement.
Contributions to Prophix Software
Prior to joining Vena Solutions, Kinjal Patel worked at Prophix Software in various capacities. Patel served as Principal Consultant Lead for the Partner Channel and as Regional Manager from 2013 to 2015. Patel also held roles as Consultant and Senior Consultant in Professional Services. These experiences contributed to a comprehensive understanding of software solutions and client relationship management.