Rafael Penso, Csm Email & Phone Number

St. Petersburg, Florida, US

New York, San Fransisco, Hong Kong, Israel, London, India, US

Assist in identifying and vetting startup and medium sized companies for potential investments. Attend lectures and networking events to develop business relationships in Venture Capital and Private Equity markets.

New York, New York, US

• Collaborate with other members of oversight committee to maintain budget and risk standards for HR technology portfolio in North America.
• Oversee governance and reporting for project in which 6 major Human Resource applications including ServiceNow and Workday are being migrated to new IPO in Mexico bank being created by Citi Bank.
• Ensure features and controls for Workday such as Security, Talent Acquisition, Performance, Payroll and Compensation are implemented correctly for new company,
• Collaborate with internal Workday team to configure security and business processes according to requirements set by Legal Vehicles.
• Ensure weekly reports are created and delivered in a timely manner to appropriate stakeholders.
• Manage and mitigate escalations for each individual project and collaborate with appropriate stakeholders to develop solutions.

New York, New York, US

Coordinate with vendor and internal team to onboard application which facilitates global relocation for Citi employees. This includes an internal vetting process with the PMO office and internal Citi security team.Provide daily support for the existing application, including coordinating the appropriate resources for troubleshooting and vetting of.

Schaumburg, Illinois, US

Coordinate internally between the client and multiple Paylocity subject matter experts. Facilitate the entry of previous payroll provider data. Perform quality assurance checks to ensure all setup work has been completed accurately, review reports, and support clients for initial processing of payroll. Maintain advanced level knowledge of Paylocity’s.

San Francisco, California, US

• Selected in the top 4% of applicants for a competitive Customer Success Fellowship offered to high potential individuals preparing for a CSM role in SaaSReviewed 100s of accounts to improve best practices for.
• Rigorously trained in SVA’s methodology for CSMs250+ hours of classroom work and independent/group projects supervised by trainer and coaching team-SDR challenges: nurturing coachability through growth mindset.
• Mentored 1:1 by a high-performing Sr. CSM at F5
• Trained and tested on BDR workflow and sales tools, e.g. Salesforce and Gainsight

Jacksonville, FL, US

Oversee migration of ATM databases and install ATM terminals onsite for banks and credit unions and implement additional purchased FIS products.

Cincinnati, US

Interviews Spanish-speaking applicants and recipients for public assistance benefits. Collaborate with different departments across the agency to ensure Spanish-speaking applicants receive all required services. Provide interpreting services to other departments as needed if an applicant does not fall within the scope of services.

Cincinnati, Ohio, US

Managed Bank Maintained Positive Pay software (BMPP) project implementations which prevented fraudulent activity on business operational accounts. Experienced using Agile methodology working with customers in a variety of businesses spread across multiple geographical locations, and transitioning from different technical platforms as well as integrated.

Cincinnati, OH, US

Excelled as Subject Matter Expert (SME) of Paycor’s Human Capital Management (HCM) suite of applications (Time and Attendance, Perform HR and Payroll). Responsible for supporting IT and Business organizations and Implementation teams working with Paycor’s small to medium size customer base (ranging from 50 to 8K+ employees). Managed HCM project.

• Lead initiative to streamline business operations during a significant time of change for a key practice in Arizona. Analyzed organization productivity, projection, and reimbursement reports to develop a standard set.

Cincinnati, Ohio, US

• Medical Translator | Affordable Language Services – Cincinnati, OH 2014-2015
• Intermediary between Cincinnati Children's Hospital and Spanish speaking clients and partners to ensure top quality care for patients.-
• Aided in overcoming cultural and language barriers between the hospital staff and Spanish speakers, allowing comfort and clarity for the patients and their families.

Cincinnati, Ohio, US

• Learned industry market trends to identify key localities targeted for growth of existing and new clients. Used this knowledge to increase the overall customer base.
• Contacted prospective clients daily to learn more about their business needs and based on in-house and external market research.
• Determined how potential and existing customers operated and customized their transportation programs to fit their business models.
• Regular recipient of daily competition award for the highest volume of prospecting calls.

Cyber/Computer Forensics

Bachelor Of Arts (B.A.), Psychology