Max Roth Email & Phone Number

- Payments products (Instant ACH, Virtual ACH Accounts, Same-Day ACH, wires, cards, book transfers, etc)- Internal tools and processes (Automated billing, Audit log, Product discovery)- 3rd party integrations (Checkout.com, Fortress Trust, Tabapay, Evolve Bank & Trust)

- Created '23 product roadmap- Released Virtual Accounts product- Released Checkout.com card acquiring product

Spend and Save - checking and savings account:- Self service features: instant-use digital cards, dispute reporting, direct deposits, check depositing, etc- FINRA and SEC compliance, including CCPA and DSAR management- First party integrations with Aspiration-related products: Aspiration Zero Credit Card, Plant Your Change For All, etc- Third Party integrations and relationships with Apple, Google, Mastercard, Twilio, Zendesk, Galileo, Iterable, etc- Aspirations products… Show more Spend and Save - checking and savings account:- Self service features: instant-use digital cards, dispute reporting, direct deposits, check depositing, etc- FINRA and SEC compliance, including CCPA and DSAR management- First party integrations with Aspiration-related products: Aspiration Zero Credit Card, Plant Your Change For All, etc- Third Party integrations and relationships with Apple, Google, Mastercard, Twilio, Zendesk, Galileo, Iterable, etc- Aspirations products planted 5,000,000+ trees and offset the carbon of 190,000,000+ million miles of driving between Jan 2020 and Feb 2021Internal Tools - Focus on scaleability and cutting operational costs - Customer service and operations CRM tool including external integrations (Phone IVR, surveys, employee performance analytics) and custom internal solutions- Customer service and operations account administration tool- Bug and error tracking tools (DataDog, Looker, Segment) for both engineering and customer service- Jira + Confluence templates and processes to better report, prioritize, and resolve problems Show less

Marina Del Rey, Ca

- Engineered IT solutions to scale from 100 to 250+ employees.- Integrated Jamf and Okta

Greater Los Angeles Area

•Design and test tools for external and internal application, including an extensive reworking of customer database interface•Oversee customer engagement data analysis in Looker and Zendesk to inform KPIs for support team and business development•Plan and execute QA testing for rollout of major new financial product on both mobile and desktop platforms•Represent Aspiration’s mission and promote its products by providing expert knowledge to troubleshoot issues, educating… Show more •Design and test tools for external and internal application, including an extensive reworking of customer database interface•Oversee customer engagement data analysis in Looker and Zendesk to inform KPIs for support team and business development•Plan and execute QA testing for rollout of major new financial product on both mobile and desktop platforms•Represent Aspiration’s mission and promote its products by providing expert knowledge to troubleshoot issues, educating users on the financial industry, and helping to train more than ten new customer engagement representatives Show less

Greater Los Angeles Area

• Improved Salesforce CRM Workflows, Reports, Dashboards, and created automated Processes that streamlined sales and management teams' operations while adhering to SDLC.• Created and improved internal tools and processes, decreasing average install time by 30%.• Installed and troubleshot appointment request software remotely on to dental practice’s servers. • Performed ongoing data importing and analysis projects to improve database integrity.• Partnered with IT… Show more • Improved Salesforce CRM Workflows, Reports, Dashboards, and created automated Processes that streamlined sales and management teams' operations while adhering to SDLC.• Created and improved internal tools and processes, decreasing average install time by 30%.• Installed and troubleshot appointment request software remotely on to dental practice’s servers. • Performed ongoing data importing and analysis projects to improve database integrity.• Partnered with IT and DevOps to maintain and improve systems functionality. Show less

Greater Los Angeles Area

• Managed a team of 9 technicians that provided 24/7 support to retail POS clients around the globe. • Created and maintained training guides and oversaw training/evaluation of new techs.• Enhanced workflows for technicians' operations, bug tracking, SDLC, and customer self-service, which reduced technical support labor costs by 40%. • Worked directly with Senior Management to create department objectives. • Communicated directly with marketing, sales, and… Show more • Managed a team of 9 technicians that provided 24/7 support to retail POS clients around the globe. • Created and maintained training guides and oversaw training/evaluation of new techs.• Enhanced workflows for technicians' operations, bug tracking, SDLC, and customer self-service, which reduced technical support labor costs by 40%. • Worked directly with Senior Management to create department objectives. • Communicated directly with marketing, sales, and engineering departments as required. Show less

Greater Los Angeles Area

• Identified the need for, and created, a knowledge base for customers and employees which reduced the number of non-technical phone call by 50%. A style-guide was also created for its continued implementation.• Enhanced customer on-boarding, management, and off-boarding workflows via proprietary CRM software.• Created and documented solutions to problems escalated by Level 1. • Documented advanced issues and bugs and escalated them to Level 3.

Greater Los Angeles Area

• Troubleshot cloud-based POS software as well as performed general hardware and software repairs/installs via phone, web chat, and email.• Preformed customer on-boarding, management, and off-boarding through proprietary CRM software. • Carried out repairs and trainings using screen-sharing and ticketing software.• Troubleshot printers, card readers, fingerprint readers, software configurations, and general pc/mac issues.• Set up client software per their specification and… Show more • Troubleshot cloud-based POS software as well as performed general hardware and software repairs/installs via phone, web chat, and email.• Preformed customer on-boarding, management, and off-boarding through proprietary CRM software. • Carried out repairs and trainings using screen-sharing and ticketing software.• Troubleshot printers, card readers, fingerprint readers, software configurations, and general pc/mac issues.• Set up client software per their specification and updated settings as their services changed. Show less

Greater Minneapolis-St. Paul Area

• Enhanced and automated daily, weekly, and monthly reporting by integrating the existing proprietary parking CRM, Microsoft Access and Excel.• Responsible for ramp cleanliness, accurate vehicle counts, customer service, and general ramp safety.• Collected monthly payments from contracted parkers for multiple lots in parking network.

• Purchasing and management of camera crew, equipment rental, editing, sales, and customer service.• Produced and distributed recital DVD’s for a local dance studio of over 200 families.• Created and produced an ad for a non-­profit food distribution center's fundraising campaign.

Blaine, Minnesota

• Supervised and taught children ages 3 through ­16 golf skills and etiquette.• Cleaned and prepared carts, picked the driving range, handled special customer request/needs.

Coon Rapids, Minnesota

• Greeted customers, performed diagnostics, sold services, and repaired devices.• Performed software install/repair, hardware install/repair, warranty fulfillment, and tune ups.• Kept inventory/status within Geek Squad ERP of devices in repair and called customers with updates.

Cinematography And Film/Video Production, A

- Worked towards degree - Achieved dean's list - Active on student film sets

High School Diploma, Film/Cinema/Video Studies

AP Courses Dell SuperProm