Roarke Galen Rodriguez
Marikina City
Summary
Professional with 6+ years of experience spanning financial research, corporate transactions, billing and collections, and customer support. Nearly three years at FactSet as a Research Analyst, specializing in public and private M&A transactions, financial data validation, and resolving complex research queries. Combined this analytical background with customer success experience in client onboarding, product training, issue resolution, and relationship management.
Overview
1
1
Language
6
6
years of post-secondary education
7
7
years of professional experience
Work History
Customer Support Specialist
Cyndx Networks LLC
New York
08.2025 - 08.2026
- Managed the initial setup and onboarding of newly acquired clients, providing product training and guidance to support successful adoption.
- Conducted client check-ins to assess satisfaction, identify concerns, and address support needs proactively.
- Responded to customer inquiries about products, services, and company information, ensuring quick resolution.
- Worked closely with the Sales team to understand customer requirements and provide appropriate product and sales support.
- Used Zendesk, HubSpot, Jira, and Slack to support customer service, communication, and internal workflows.
- Maintained positive customer relationships through clear communication, timely follow-up, and proactive support efforts.
Research Analyst
Factset Research Systems Inc
Taguig City
11.2022 - 08.2025
- Conducted research and processed private and public M&A transactions for inclusion in the company’s financial database.
- Researched and gathered financial information from stock exchanges and public company filings.
- Investigated, processed, and resolved internal and external research queries using established methodologies.
- Validated financial and company information to support data accuracy and consistency.
- Applied research methodologies to analyze information and produce accurate data for business and financial research purposes.
- Performed German native-language document processing as part of additional research and data-processing responsibilities.
- Participated in mentoring sessions and supported colleagues in understanding processes and research methodologies.
Billing and Collections Assistant
Padilla Reefervan Corporation
Quezon City
02.2020 - 08.2022
- Generated sales invoices for client billing using SAP.
- Assisted with the distribution of payroll slips and related administrative activities.
- Monitored daily employee trip deductions and maintained accurate records.
- Supported billing and administrative processes requiring attention to detail and accurate data handling.
Education
Bachelor of Science - Financial Management
Technological Institute of The Philippines
Quezon City, Philippines 06.2013 - 10.2019
Skills
- Customer Support & Service
- Customer Success
- Client Onboarding & Training
- Customer Relationship Management
- Issue Resolution & Troubleshooting
- Client Communication
- CRM Software
- Zendesk, HubSpot, Jira, Slack, Intercom
- Data Research & Validation
- Data Analysis
- Cross-Functional Collaboration
- Microsoft Office Suite
- Google Workspace
Languages
English
Advanced (C1)
C1
References
David Solomon Bote
Data Analyst
Cyndx Networks LLC
0922 709 8917
bote.davidsolomon@gmail.com
Wendy Canady-Walker
Customer Success Manager
Pinwheel
WhatsApp: +1 (318) 918-3644
Timeline
Customer Support Specialist
Cyndx Networks LLC
08.2025 - 08.2026
Research Analyst
Factset Research Systems Inc
11.2022 - 08.2025
Billing and Collections Assistant
Padilla Reefervan Corporation
02.2020 - 08.2022
Bachelor of Science - Financial Management
Technological Institute of The Philippines
06.2013 - 10.2019