Kevin Patel

Critic
DISC Type : C

Director of Finance at Miso Robotics

Los Angeles, California, United States

Overview

Kevin Patel is the Director of Finance at Miso Robotics, specializing in driving growth for SaaS and technology companies. His expertise spans strategic finance, M&A, and business valuation, backed by a decade of experience and an MBA from the USC Marshall School of Business. He has a proven track record of leading high-visibility transformation efforts.

He received the Cisco IT Fellowship award during his time at Santa Clara University, an honor given to only four students recognizing their exceptional potential for a career in technology.

Personality Overview

Critic

ROI Driven

Precise

They are quite likely to negotiate on pricing or other key terms.  They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Robotics & Automation
As the Director of Finance for Miso Robotics and his post "The future is here! 🤖", he is deeply involved in the business of automation and robotics.
SaaS Growth Strategy
His career has focused on fostering business growth in the SaaS sector, including a strategic investment deal at TigerConnect and his role at Xsolla.
Mergers & Acquisitions
Operated as the lead for multiple buy-side transactions and has experience as an MBA Corporate Development Manager Intern focused on M&A at DocuSign.

Media Appearances

Kevin has no verified media appearances

Work History

9-2024
Director of Finance at Miso Robotics
10-2024
Head of Strategy and Transformation at Xsolla
5-2022 - 8-2022
MBA Corporate Development Manager Intern at DocuSign
Strategic Finance Manager at TigerConnect
Strategic Pricing Analyst at Latham & Watkins

Education

Master of Business Administration - MBA from USC Marshall School of Business
Bachelor of Science (BS) from Santa Clara University

More Information

Social Presence :

Prographics :

Exp : 1 Location : Los Angeles, California, United States Job Level : Mid-senior Designation : Director of Finance at Miso Robotics
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be formal and objective, they will appreciate it more

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Kevin

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Kevin take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Kevin

Personality Compatibility


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