Rishi Patel

Captain
DISC Type : SD

Embedded Payments at Silicon Valley Bank

Dallas-Fort Worth Metroplex, United States

Overview

Rishi is a senior sales leader specializing in embedded finance and payment facilitator (PayFac) models. He architects go-to-market strategies for SaaS platforms, leveraging fintech and API banking to build innovative payment, lending, and banking solutions. People who have worked with him describe him as a knowledgeable, responsive, and dynamic leader.

Based on his educational background at The University of Texas at Arlington and Southern Methodist University, he has strong ties to the Dallas-Fort Worth metropolitan area. This suggests a potential interest in the local culture and community activities of North Texas.

He has experience leading a companys North American sales operations as a Chief Revenue Officer.

Personality Overview

Dynamic But Sincere

Consummate Professional

Output-Driven

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Embedded Finance
His career is centered on building and scaling embedded payment, lending, and banking solutions for technology and SaaS companies to drive growth.
Payment Facilitator Models
He has deep expertise in architecting strategies for complex payment facilitator (PayFac) models to unlock new client revenue streams.
Fintech Partnerships
His work involves building strategic partnerships between software companies and financial institutions like JPMorgan Chase, Silicon Valley Bank, and Cross River Bank.

Media Appearances

Rishi has no verified media appearances

Work History

9-2023
Embedded Payments at Silicon Valley Bank
7-2022 - 9-2023
Emerging Markets at Visa
2-2022 - 7-2022
Product Management Lead at PNC
4-2020 - 2-2022
Strategic Partnerships (WePay) at JPMorgan Chase & Co.
5-2018 - 1-2020
Senior Sales Leader/Chief Revenue Officer, North America at RS2 Software North America

Education

Master of Business Administration (M.B.A.) from SMU Cox School of Business
Bachelor's Degree from The University of Texas at Arlington

More Information

Social Presence :

Prographics :

Exp : 7 Location : Dallas-Fort Worth Metroplex, United States Job Level : N/A Designation : Embedded Payments at Silicon Valley Bank
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Insights For Selling To Rishi

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rishi is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Rishi

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Rishi move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Rishi take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Rishi

Personality Compatibility


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