Victor Perez, Mba

Victor Perez, Mba Email and Phone Number

Customer Success | SaaS | Project Management @ Roofstock
Victor Perez, Mba's Location
San Francisco Bay Area, United States, United States
Victor Perez, Mba's Contact Details

Victor Perez, Mba personal email

n/a

Victor Perez, Mba phone numbers

About Victor Perez, Mba

Experienced Customer Success Manager with a demonstrated history of working in the tech industry. Skilled in Philanthropy, Organizational Development, Creative Problem Solving, Social Media, and Customer Satisfaction. Strong support professional with a Master of Business Administration (M.B.A.).

Victor Perez, Mba's Current Company Details
Roofstock

Roofstock

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Customer Success | SaaS | Project Management
Victor Perez, Mba Work Experience Details
  • Roofstock
    Manager, Customer Success
    Roofstock Dec 2022 - Present
    Oakland, California, Us
  • Roofstock
    Customer Success Lead
    Roofstock Mar 2021 - Dec 2022
    Oakland, California, Us
  • Stessa
    Customer Success Manager
    Stessa Jan 2019 - Present
    Oakland, California, Us
  • Realtyshares
    Investor Success, Manager
    Realtyshares Sep 2018 - Dec 2018
    San Francisco, Ca, Us
    • Lead Project Management for Investor Services.• Manage and maintain communication cross-functionally to reach sales goals.• Work cross-functionally to establish best practices and increase client knowledge.• Maintain relationships with Accredited Investors through online communication.• Manage call center team of 6 located in Honduras (English/Spanish).• Schedule meetings with potential investors and licensed representatives.• Assist with technical errors or issues by creating Jira tickets to resolve errors.• Demonstrate knowledge of products and services, to maintain a proactive team.• Establish training methods and KPIs for the call center associates.• Track and record clients on Salesforce and Zendesk.• Work with managers to determine bottlenecks and increase efficiencies.
  • Realtyshares
    Investor Success, Associate
    Realtyshares Jun 2016 - Dec 2018
    San Francisco, Ca, Us
    • Deliver high customer service to investors.• Strategy development using client feedback and surveys. • Manage relationships with internal and external stakeholders.
  • Movoto
    Agent Support Associate
    Movoto Jun 2015 - Jun 2016
    San Mateo, California, Us
    • Managed an off-shore call center team of 8.• Assisted with account management for new and existing real estate agents.• Produced instructional video content, manuals, and audio tracks for trainings.• Developed best-practices for real estate agents for success with Movoto clients.
  • Movoto
    Agent Success Coordinator
    Movoto Feb 2015 - Jun 2015
    San Mateo, California, Us
    • Established and cultivated partnerships with B2B partner real estate agents.• Provision of support to A/B testing mobile app on iOS/Android.• Project management of new products and trainings.• Provided technical support and troubleshooting for clients.
  • Sbcc Thrive La
    Spa 7 Community Organizer
    Sbcc Thrive La Jan 2014 - Feb 2015
    • Coordinated initiatives to promote the organization to the community. • Created programs aimed at addressing the needs of the surrounding area. • Assisted with project planning. • Developed relationships with community leaders.• Served as the organization's liaison with various constituents.• Managed contact database & troubleshoot hardware /software.• Reconciled monthly expenses and drafted reports on group progress.• Designed learning programs.
  • Flintridge Center
    Program Coordinator Of Enrichment Programs, Mustangs On The Move
    Flintridge Center Oct 2013 - Dec 2013
    Pasadena, Ca, Us
    • Assist in developing funding proposals and grant reports on the Mustangs On The Move as needed.• Develop consistent, effective, and mutually beneficial relationships with the school administrators and staff. Ensure on-going communication and coordination with school leaders.• Cultivating relationships with John Muir High School's administration, faculty and staff, with the goal of increasing their participation and the students' participation in Mustangs On The Move.• Provide oral and written reports to stakeholders, school administrators, and the Pasadena Unified School District, as requested.• Ensure the Mustangs On The Move program is meeting students' needs and having the desired impact.• Develop supportive relationships with the youth program service providers ("Lead Collaborators"). Identify gaps in programming and recruit and evaluate quality providers to fill the gaps.
  • Flintridge Center
    Program Assistant, Mustangs On The Move
    Flintridge Center Mar 2012 - Oct 2013
    Pasadena, Ca, Us
    • Prepared reports, budgets and other materials, when requested by the Director of Mustangs On The Move.• Maintain records needed for program administration.• Provide oral and written reports to stakeholders, school administrators, and the Pasadena Unified School District, as requested.• Assist in the development of informational materials (program listings and schedules, stakeholder newsletters or email messages) and maintain regular communication with internal stakeholders in support of the Mustangs On The Move program.
  • Flintridge Center
    Program Associate, Community Services
    Flintridge Center Dec 2009 - Feb 2012
    Pasadena, Ca, Us
    • Maintain a client database • Manage an email distribution list of 2,400+ individuals.• Coordinate and facilitate trainings/events in broad range of nonprofit development topics.• Coordinate with consultants to facilitate trainings/events.• Manage registration and reconciliation process for trainings.• Support operations of a nonprofit specialty library of 1,500+ titles and five grant-seeking databases.• Evaluate library clients to assess their needs and deliver relevant services.• Provide diagnostic and technical support for agency computer needs.• Generate reports for staff as requested.• Maintain online calendar/Facebook page.

Victor Perez, Mba Skills

Grants Grant Writing Nonprofits Philanthropy Program Development Board Development Event Planning Community Outreach Fundraising Volunteer Management Community Development Social Media Workshop Facilitation Program Management Organizational Development Public Speaking Webinar Development Project Planning Teamwork Team Building Microsoft Office Leadership Salesforce Nonprofit Organizations

Victor Perez, Mba Education Details

  • California State University - East Bay
    California State University - East Bay
    Global Innovators
  • University Of California, Santa Cruz
    University Of California, Santa Cruz
    Global Economics And Latin American Studies

Frequently Asked Questions about Victor Perez, Mba

What company does Victor Perez, Mba work for?

Victor Perez, Mba works for Roofstock

What is Victor Perez, Mba's role at the current company?

Victor Perez, Mba's current role is Customer Success | SaaS | Project Management.

What is Victor Perez, Mba's email address?

Victor Perez, Mba's email address is vi****@****ssa.com

What is Victor Perez, Mba's direct phone number?

Victor Perez, Mba's direct phone number is +1 866-202*****

What schools did Victor Perez, Mba attend?

Victor Perez, Mba attended California State University - East Bay, University Of California, Santa Cruz.

What skills is Victor Perez, Mba known for?

Victor Perez, Mba has skills like Grants, Grant Writing, Nonprofits, Philanthropy, Program Development, Board Development, Event Planning, Community Outreach, Fundraising, Volunteer Management, Community Development, Social Media.

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