Jerry de Guzman
Senior Customer Success Manager at IKINDI Inc. - FinTech Cloud Data Management- Claim this Profile
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Bio
Diana Todhunter
I had the pleasure of working with Jerry at Grant Associates. As a Strategic Operations Coordinator, Jerry lead the quality assurance efforts at the Queens Workforce1 Career Center. I was impressed with Jerry’s commitment to his work and his ability to ask critical questions. I appreciated Jerry’s thoroughness and clear presentation of data and outcomes. Above all, one of his best qualities is that he treats everyone with courtesy and respect.
Diana Todhunter
I had the pleasure of working with Jerry at Grant Associates. As a Strategic Operations Coordinator, Jerry lead the quality assurance efforts at the Queens Workforce1 Career Center. I was impressed with Jerry’s commitment to his work and his ability to ask critical questions. I appreciated Jerry’s thoroughness and clear presentation of data and outcomes. Above all, one of his best qualities is that he treats everyone with courtesy and respect.
Diana Todhunter
I had the pleasure of working with Jerry at Grant Associates. As a Strategic Operations Coordinator, Jerry lead the quality assurance efforts at the Queens Workforce1 Career Center. I was impressed with Jerry’s commitment to his work and his ability to ask critical questions. I appreciated Jerry’s thoroughness and clear presentation of data and outcomes. Above all, one of his best qualities is that he treats everyone with courtesy and respect.
Diana Todhunter
I had the pleasure of working with Jerry at Grant Associates. As a Strategic Operations Coordinator, Jerry lead the quality assurance efforts at the Queens Workforce1 Career Center. I was impressed with Jerry’s commitment to his work and his ability to ask critical questions. I appreciated Jerry’s thoroughness and clear presentation of data and outcomes. Above all, one of his best qualities is that he treats everyone with courtesy and respect.
Credentials
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Financial Coaching Core Content
The Financial ClinicFeb, 2018- Nov, 2024
Experience
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IKINDI Inc. - FinTech Cloud Data Management
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United States
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Financial Services
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1 - 100 Employee
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Senior Customer Success Manager
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Sep 2019 - Present
• Key involvement in: * customer success management * support of sales - customer acquisition and retention initiatives * satisfying customer and prospect information security vendor due diligence requirements * policy review, development, enhancement, controls and implementation required to meet SOC2 information security compliance • Key involvement in: * customer success management * support of sales - customer acquisition and retention initiatives * satisfying customer and prospect information security vendor due diligence requirements * policy review, development, enhancement, controls and implementation required to meet SOC2 information security compliance
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Grant Associates
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United States
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Staffing and Recruiting
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200 - 300 Employee
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Strategic Operations/Business Analyst
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Jan 2018 - Apr 2019
• Delivered operational support & business intelligence to executive & program management, improving managerial decision-making in driving operational efficiency & efficacy, meeting customer contractual expectations and accomplishing customer success and contract renewal • Facilitated quality assurance improvements through compliance analysis & support, enhancing quality of operations instrumental to hitting KPIs in front door traffic, employer referrals & employer placements • Delivered operational support & business intelligence to executive & program management, improving managerial decision-making in driving operational efficiency & efficacy, meeting customer contractual expectations and accomplishing customer success and contract renewal • Facilitated quality assurance improvements through compliance analysis & support, enhancing quality of operations instrumental to hitting KPIs in front door traffic, employer referrals & employer placements
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IKINDI Inc. - FinTech Cloud Data Management
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United States
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Financial Services
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1 - 100 Employee
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Senior Manager
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Jun 2010 - Jun 2017
• Managed customer engagements, contributing to 100% customer retention & 5-fold increase in adoption of solutions & services • Managed customer-facing and internal projects, leading to on-time, on-budget and on-quality delivery per customer expectations, in difficult, time-sensitive and complex environments with shifting priorities • Supported sales, marketing, & business development, expanding customer usage of SaaS data integrity solutions, 5-fold, and enhancing customer / prospect perception while improving success in the sales cycle • Managed operations, improving process efficiency and efficacy and strengthening / accelerating internal ability to fulfill customer contractual expectations • Managed talent, leading to 100% talent retention & expanding employees 4-fold
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Tagmaster North America
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Tacoma, WA
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Director of Business Development
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Apr 2009 - May 2010
• Managed distribution channels and business development, expanding business partners 4-fold • Managed distribution channels and business development, expanding business partners 4-fold
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Education
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UCLA Anderson School of Management
MBA, Entrepreneurship/Entrepreneurial Studies & Marketing
Community
