Shweta Patel, Senior Director, Customer Success on Influential Women
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Influential Woman · SaaS Customer Success, Retail Technology

Shweta Patel

PMP

Senior Director, Customer Success, Bluecore

Dracut, MA 01826

19Years experience

Certifications · Degrees · Memberships

Degree Whitman School of Management at Syracuse University- M.B.A. Degree Wentworth Institute of Technology- B.S. Degree Wentworth Institute of Technology- Associate's Cert PMP Cert Certified ScrumMaster Cert Ahead of the Curve: Board Development Program

Her Story

About Shweta

Shweta Patel is a customer success executive, business strategist, and technology leader with more than 14 years of experience helping organizations drive growth, strengthen customer relationships, and maximize business impact through digital innovation. As Senior Director of Customer Success at [Bluecore](https://www.bluecore.com?utm_source=chatgpt.com), she leads global teams and partners with enterprise clients around the world to solve complex challenges, improve operational efficiency, and position customer success as a strategic business function. Her expertise spans customer engagement, digital marketing, program management, analytics, and SaaS solutions, with experience supporting leading brands including T-Mobile, L’Oréal, Oracle, and other major organizations.

Shweta began her career with a foundation in computer engineering, graduating at a time when women were significantly underrepresented in the field. Over the course of her career, she successfully transitioned from technical and product-focused roles into customer-facing leadership positions, combining technical expertise with strong business acumen. She has held leadership roles at Bluecore, Cheetah Digital, Epsilon, Responsys, and Clarisonic (L’Oréal), where she built a reputation for translating complex business and technical requirements into actionable strategies that drive adoption, retention, and revenue growth. She earned her MBA from the Syracuse University Martin J. Whitman School of Management with a focus on entrepreneurship and continues to leverage both her technical and business backgrounds to create meaningful results for clients and teams.

A passionate mentor and advocate for professional growth, Shweta is committed to helping others build confidence, embrace challenges, and advance into leadership roles. She believes strong relationships, continuous learning, and a willingness to step outside one’s comfort zone are essential to success. Among her proudest accomplishments is watching team members grow from hesitant contributors into confident leaders, many of whom have advanced into senior positions under her guidance. Through her leadership, she continues to empower teams, foster collaboration, and create lasting value for customers and organizations alike.

Her Interview

Ten minutes with Shweta

01What do you attribute your success to?

I would say hard work and the tenacity that I think a lot of the other leaders basically paved the way for me. The thought of, like, hey, somebody gave me this opportunity, I don't want to waste it. Even if I make a mistake, I'm going to work hard and get better at it. I think that's always been my thought process and attitude. I think that's what's helped me.

02What’s the best career advice you’ve ever received?

The best career advice I've received is from one of my leadership coaches, which is that you need to learn to unplug and leave the energy vampires behind. It's essentially when you spend so much time thinking about something that might seem so important, but in the long run is likely so minute that you're wasting your time and spending energy for no apparent reason. It can be projects, it can be people, so quickly identifying that and moving on so that you are able to make the best decisions.

03What advice would you give to young women entering your industry?

It's a very competitive and sometimes daunting realm, especially if you're trying to be in customer success and customer success in SaaS. My advice there would be, you know, don't be discouraged. Ensure that when you're speaking and when you're presenting yourself, you're presenting facts in a very succinct manner, because otherwise people move on very, very quickly. It all takes practice, and you're not going to get it in the first go, but definitely don't give up just because a first couple of times somebody didn't hear what you had to say. The amount of times my ideas have been chucked to the side, and then six months later, it's like, we're back to that. Know that you've got it, and you're gonna learn as you go.

04What are the biggest challenges or opportunities in your field right now?

In my field, the biggest challenges are that a lot of it, to some executives, feels like, oh, you know, a lot of these things can be done automated by AI, or a lot of it can be done by other teams, and that's not necessarily true. Usually six months down the road, they figure out, like, oh crap, we probably shouldn't have ripped half of the CS team, because that's the team that talks to the customers. So I think that is a hurdle. When I'm talking to executives and my leadership team, I'm usually talking about the value the CS team brings to the table, about how we make sure that we are building those strong relationships with customers, and the customers are staying because the customer success people are there and in the trenches with them as a partner, versus, hey, I'm a vendor that is going to execute on your behalf. So we become a strategic arm for the customer versus a doer, in pivoting that mindset.

05What values are most important to you in your work and personal life?

I would say continuing to learn and evolve is extremely important. I think having passion in things that you do is also extremely important, and not taking everything so seriously. I'm very, very passionate about the work that I do, and I spend quite a bit of time making sure that I'm understanding and knowledgeable, and I'm always reading all the time. Just trying to keep myself educated in what's happening out there and how to do things better.

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