Raquel Rodriguez Email & Phone Number

Denver, Colorado, United States

Collaborate with teams to create workflows that monitor investment status and ensure performance aligns with investor expectationsLead and organize due diligence meetings and investor-related events, streamlining planning and execution through optimized workflowsPrepare fund performance reports and investor experience documents, ensuring full compliance with regulatory standards for accurate and timely distributionSuccessfully create engaging investor communication strategies that effectively communicate the fund’s selling points, resulting in an 15% increase in click-open rateDesign and execute a comprehensive onboarding process for key stakeholders, resulting in a 13% increase in re-investments

Denver, Colorado, United States

Designed multiple client playbooks to follow an expansion process, which resulted in doubling company revenue without onboarding additional team members Generated analytical utilization reports to influence renewal business and maintain SLA to drive user adoption Hosted QBRs with key stakeholders for all high revenue accounts to drive full Integration adoption and maintain client satisfactionCreated and maintained a Client Health Score based on key data to determine the likelihood for continued businessProvide clients with in-depth data research and suggestions which resulted in 75% adoption rate

Denver, Colorado, United States

Designed the department’s account on-boarding process while managing the handoff from Sales to Operations by utilizing a CRM and project management approachManaged all accounts to ensure expectations and communication were met Streamlined internal and external communication into a new platform to work within different departments and accounts which resulted in faster response times, higher success in the field, and increased overall efficiencyPresented and implemented executive summaries to strategically improve the client experience based off data

Denver, Colorado, United States

Created and implemented a knowledge base system, resulting in higher client satisfaction and increased client proficiencyAuthored the department’s training manual, resulting in an expedited training process Managed photography tracking with contractors and vendors to ensure product’s on-time deliveryStrategized and managed offshore team’s daily priorities

San Francisco, California, United States

Managed marketing event promotions by creating content for the school blog, newspaper articles, and designing postersCreated and led the department's annual budget and expenditures Built and managed the event coordination team for gallery exhibitions and guest lecturesStrategized curriculum expansion, which led to increased student enrollment

San Francisco, California, United States

Created a new sustainable training process to mentor new hires with a 100% success rateIdentified the type of received document based on company standards and definitions Investigated insurance claims by utilizing the software database Performed rigorous quality assurance on 500+ documents daily, resulting in higher throughput and more accurate reporting

Santa Clara, California, United States

Researched, designed, and curated "The Philosophers Cabinet: Santa Clara College and the Pursuit of Scientific Knowledge, 1851-1900" exhibit Designed and published pamphlet for "The Philosopher's Cabinet"Created display cases highlighting the university's archives Provided input and support with exhibitions in order to facilitate a stronger relationship with artists while learning about the gallery industryResponsible for the conservation of antiquarian books and positioning antique books for viewingAssisted with special events, such as guest lectures, fundraisers, and academic tours

Santa Clara, California, United States

Managed Facebook page, Sadie, for incoming minority students’ concerns and further discussions regarding the university Encouraged incoming freshman by updating students about SCU activities

Los Angeles, California, United States

Researched non-profit organizations and their applications for grants and proposalsCreated the organization system for taxes and documents pertaining to audit seasonAssisted with accounts payable and receivable

Pasadena, California, United States

Bachelor Of Arts - Ba, English Literature And Art History

Bachelor Of Arts - Ba, English Literature And Art History