Marcus Roque
Stock Admin Team Lead
São Paulo
Summary
Over 10 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.
Overview
11
11
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Stock Admin Team Lead
Equity Admin Co
02.2024 - Current
- Manage Private Equity administration and cap table operations using Carta, AngelList, Capdesk, and Shareworks, while leading a team of consultants to ensure service quality and operational efficiency.
- Build and maintain strong customer relationships, serving as the primary point of contact for support and guidance.
- Identify upsell opportunities and coach clients through platform features to maximize productivity and adoption.
Senior Implementation Manager
Carta
10.2020 - 08.2023
- Promoted from Level 1 to Senior Implementation Specialist after consistently exceeding onboarding, go-live, and CSAT targets across small, mid-sized, and enterprise SaaS clients.
- Designated for temporary assignments in Bangalore and Singapore to train new hires, support local leadership, and assist post-acquisition integration efforts.
- Successfully led data restructuring and migration projects, conducted in-depth onboarding sessions, and managed multiple client accounts under tight deadlines.
- Fostered strong cross-functional collaboration with Sales, Product, and Support teams to improve the onboarding experience for C-Corp and LLC clients.
Ops Coordinator
International Health Care
06.2020 - 10.2020
- 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.
Regulatory Affairs Analyst
Korea Testing & Research Institute
10.2018 - 04.2020
- 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.
Logistics Assistant
Subsea7
07.2015 - 10.2018
- 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.
Supply Chain Intern
Michelin
12.2013 - 08.2014
- 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.
Education
International Relations - International Relations
Federal University of Rio de Janeiro
03.2013 - 06.2018
Project Management - undefined
Australian Pacific College
11.2023 - 06.2024
Timeline
Stock Admin Team Lead
Equity Admin Co
02.2024 - Current
Project Management - undefined
Australian Pacific College
11.2023 - 06.2024
Senior Implementation Manager
Carta
10.2020 - 08.2023
Ops Coordinator
International Health Care
06.2020 - 10.2020
Regulatory Affairs Analyst
Korea Testing & Research Institute
10.2018 - 04.2020
Logistics Assistant
Subsea7
07.2015 - 10.2018
Supply Chain Intern
Michelin
12.2013 - 08.2014
International Relations - International Relations
Federal University of Rio de Janeiro
03.2013 - 06.2018
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