Marcus Roque

Marcus Roque Email and Phone Number

Stock Admnistration Team Lead @ Equity Admin Co.
São Paulo, SP, BR
Marcus Roque's Location
São Paulo, Brazil, Brazil
Marcus Roque's Contact Details

Marcus Roque personal email

n/a
About Marcus Roque

With over 9 years of dedicated focus on customer needs within the Oil&Gas, Health, and Finance sectors, I've honed my skills in supply chain optimization and navigating technical regulations to drive business research initiatives.For the past 4 years, my primary focus has been on customer-centric implementation in the SaaS industry more specifically on the Private Equity ecosystem. Specializing in the successful onboarding of more than 600 clients, I've assisted companies in efficiently managing their cap tables through innovative software platforms.Bachelor's degree in International Relations, fluent in Portuguese, English, and Spanish, and diverse experiences from exchange programs in Canada and Spain, as well as relocations to India and Singapore. These experiences have instilled in me a deep-rooted commitment to diversity, respect, and teamwork, all of which inform my results-driven approach to customer service.

Marcus Roque's Current Company Details
Equity Admin Co.

Equity Admin Co.

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Stock Admnistration Team Lead
São Paulo, SP, BR
Website:
equityadmin.co
Employees:
8
Marcus Roque Work Experience Details
  • Equity Admin Co.
    Stock Admnistration Team Lead
    Equity Admin Co.
    São Paulo, Sp, Br
  • Gurtam
    Partner Success Manager
    Gurtam Sep 2024 - Present
    • Manage a global portfolio of accounts, driving growth and development across diverse markets.• Conduct regular client check-ins to assess needs, address concerns, and deliver tailored solutions.• Proactively resolve client issues, ensuring a high level of customer satisfaction.• Share insights from client interactions to influence product and service enhancements.• Navigate the complexities of international markets, building strong relationships with partners of varying sizes.
  • Equity Admin Co.
    Equity Admin
    Equity Admin Co. Feb 2024 - Present
    • Manage Private Equity administration and cap table operations using Carta, AngelList, Capdesk and Shareworks' software.• Build and maintain strong customer relationships, serving as their primary contact for all assistance needs.• Identify upsell opportunities while guiding customers through platform operations, ensuring they maximize productivity and utilize all features effectively.
  • Carta
    Senior Implementation Manager
    Carta Dec 2022 - Aug 2023
    Rio De Janeiro, Brazil
    • Achieved successful onboarding of small, mid-sized, and large customers to the SaaS platform by efficiently restructuring and migrating extensive datasets.• Met and exceeded target metrics for go-live and customer satisfaction through effective project management skills.• Enhanced overall customer experience for C-Corp and LLC clients by fostering collaboration between Sales and Support teams.
  • Carta
    Implementation Project Manager Ii
    Carta Dec 2021 - Dec 2022
    Rio De Janeiro, Brasil
    • Designated for temporary relocation to Bengalore and Singapore for training and development of new hires on the platform and assistance to local leadership and executive team following acquisition events.• Onboarding new SMB, Mid-market and Enterprise customers to the platform (SaaS) by restructuring and migrating large data set into the platform.• Provided enablement opportunities to customers, guiding them through platform operations to ensure they can effectively utilize all features and maximize their productivity.
  • Carta
    Implementation Project Manager
    Carta Oct 2020 - Dec 2021
    Rio De Janeiro, Brasil
    • Successfully onboarded new clients to the platform (SaaS) by efficiently restructuring and migrating large datasets onto the system.• Conducted comprehensive client meetings to elucidate the onboarding process and intricacies of the platform's functionality.• Proficiently managed data and nurtured relationships across multiple client accounts within specified timelines.• Collaborated closely with Sales and Support teams to enhance the overall experience for C-Corp and LLC clients.
  • International Health Care
    Ops Coordinator
    International Health Care Jun 2020 - Oct 2020
    Rio De Janeiro, Brasil
    • Orchestrated seamless on and offshore medical emergency responses, ensuring swift and effective actions.• Executed daily Customer Service Executive tasks including assistance, referral support, and resolution of issues to uphold exceptional service standards.• Spearheaded the development of Medical Emergency Response Plans tailored for energy companies operating in Latin America.
  • Korea Testing & Research Institute
    Regulatory Affairs Analyst
    Korea Testing & Research Institute Oct 2018 - Apr 2020
    Rio De Janeiro E Região, Brasil
    • Streamlined technical trade obstacles for Korean investors by conducting thorough market research on energy efficiency and analyzing regulatory policies.• Explored conformity assessments and certification systems to bolster the promotion of Korean products across Latin America.• Fostered strong relationships with Brazilian authorities and regulatory bodies, including Inmetro and Anvisa, serving as a pivotal interface for KTR in Latin America.
  • Subsea 7
    Logistics Assistant
    Subsea 7 Feb 2017 - Oct 2018
    Rio De Janeiro E Região, Brasil
    • Orchestrated seamless crew change logistics for company vessels, ensuring all necessary documentation for expats was meticulously handled.• Maintained meticulous oversight of budgeting and supplier expenses utilizing SAP, optimizing financial efficiency.• Spearheaded comprehensive training sessions for the team on SAP ERP, Sharepoint, and Lean tools, fostering skill development and operational excellence.
  • Subsea 7
    Personal Logistics Intern
    Subsea 7 Jul 2015 - Feb 2017
    Rio De Janeiro E Região, Brasil
    • Developed, organized, planned, followed up the execution of personal logistics for professional training in Brazilian institutions in compliance with final client's contracts.
  • Michelin
    Supply Chain Intern
    Michelin Dec 2013 - Aug 2014
    Rio De Janeiro E Região, Brasil
    • Monitored import and export processes for clients in the giant haul truck tire market.• Managed billing and packing list procedures, and issuance for final clients in Latin America from USA and Spain factories.• Coordinated with logistics teams to ensure timely delivery and compliance with international trade regulations.• Conducted market research to identify new opportunities and optimize trade strategies.

Marcus Roque Skills

Microsoft Excel Atendimento Ao Cliente Microsoft Powerpoint Vendas Microsoft Word Power Android Microsoft Office Trabalho Em Equipe Negotiation Sap Logistic Planning Sap Erp Sap Portal Budget Control Timesheet Travel Request

Marcus Roque Education Details

Frequently Asked Questions about Marcus Roque

What company does Marcus Roque work for?

Marcus Roque works for Equity Admin Co.

What is Marcus Roque's role at the current company?

Marcus Roque's current role is Stock Admnistration Team Lead.

What is Marcus Roque's email address?

Marcus Roque's email address is ma****@****rta.com

What schools did Marcus Roque attend?

Marcus Roque attended Federal University Of Rio De Janeiro, Australian Pacific College.

What skills is Marcus Roque known for?

Marcus Roque has skills like Microsoft Excel, Atendimento Ao Cliente, Microsoft Powerpoint, Vendas, Microsoft Word, Power, Android, Microsoft Office, Trabalho Em Equipe, Negotiation, Sap, Logistic Planning.

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