Roger Guzman Email & Phone Number

Los Angeles, CA, US

Los Angeles, California, US

- Project Manager for Implementation and Marketing teams, overseeing cross-functional projects focused on new user implementation, lead generation, sales optimization, and operational efficiency.- Led the transition of implementation data from spreadsheets to Salesforce, enhancing visibility into implementation metrics, revenue, and user communications.

New York, NY, US

- Managed a portfolio of 25-40 clients a month, coordinating with internal teams and external stakeholders (e.g., title companies, appraisers, insurance) to fund over 450 home loans, driving approximately $3.24 million in revenue.- Conducted in-depth data analysis and managed client communications to mitigate churn risks, generating an additional.

El Segundo, CA, US

- Developed Customer Success 30/60/90-day strategy campaigns for newly acquired clients across different tiers of Get Help’s product offerings, resulting in adoption of initial clients for Los Angeles’ Winter Shelter program.- Led implementation and training initiatives for new users through Zoom webinars, increasing platform adoption by 30% and ensuring.

Marina Del Rey, CA, US

- Evaluated risk reports to identify and close high-risk accounts, investigated agent-submitted tickets within 24 hours, and collaborated with internal teams to produce detailed risk observation reports, proactively addressing fraud trends.- Acted as the primary liaison between investment clients and fund administrators, ensuring compliance with market.

Marina Del Rey, CA, US

Aspiration was born to be the investment firm for the middle class — to offer everyday investors access to the financial products they need, to give them the trust they deserve, and to both build value and honor their values at the same time. We bring new and exciting financial choices to everyday people including sustainable investments and Money.

Los Angeles, California, US

- Conducted in-depth analysis of high-value orders, identifying and preventing fraudulent shipments, safeguarding over $100,000 in products and revenue.- Processed and resolved charge-backs, retrievals, and order disputes for unauthorized transactions, ensuring e-commerce compliance and uninterrupted online operations.- Oversaw daily operations to ensure.