LEE NEIL

Garden Grove, CA *****

adac8n@r.postjobfree.com 714/785-6398 (Cell)

PROFESSIONAL SUMMARY

• Seasoned Professional with extensive experience implementing and supporting various CRM systems

(SalesForce.com and MS-Dynamics)

• Consistently manage multiple concurrent projects, allocating resources and time to appropriate projects to ensure all are completed on time and on budget.

• Offer a background in sales and marketing, including lead management analysis, sales reporting, trade show coordination/management, collateral material creation, advertising, website creation and content management, marketing campaign management, administration of contracts.

• Strong customer service skills and disposition - experienced in consulting with users/customers, resolving problems and meeting technical and business needs.

• Excellent communication and interpersonal skills (written and verbal). PROFESSIONAL EXPERIENCE

US Business Funding Santa Ana, CA 12/18 to 6/19 (Contract position) Salesforce.com Administrator

• Salesforces Reports/Dashboards/Campaigns/Workflows/Validation Rules/Custom Objects/Light Development

• Lead Management/API Implementations

• Third Party Apps (including DocuSign, Happy Sign, Distribution Engine, Ring Central)

• On-Boarding/Training/Sales Support/Marketing Support

• Liaison between management, users, vendors and developers The Hydrafacial Company Signal Hill, CA 8/17 to 9/18 (Contract position) Salesforce.com Administrator

• Salesforces Reports/Dashboards/Campaigns/Workflows/Validation Rules/Custom Objects/Light Development

• Territory Management/Lead Management/SAP Implementation

• Web site administration

• On-Boarding/Training/Sales Support/Marketing Support Millennium Dental Technologies, Inc. Cerritos, CA 2/17 to 8/17 (Contract position) Salesforce.com Administrator

• Salesforces Reports/Dashboards/Campaigns/Customization

• On-Boarding/Training/Sales Support/Marketing Support RichUncles.com Costa Mesa, CA 09/16 – 12/16 (Contract position) Salesforce.com Administrator

• Provide a high level of support to an expanding company. Marketing / Executive / Compliance / Support roles.

• Installation/Implementation/Training of multiple applications.

• Solidification of Roles/Profiles/Security Roles/Best Practices. American Advisors Group (AAG) Orange, CA 07/14 – 08/16 Salesforce.com Administrator

• Provide a high level of customer support to over 500 Salesforce.com users nationwide – 300+ Loan officers/Customer Service Reps located in the Orange, CA office, 100+ Field Sales/Wholesale Loan Officers working remotely throughout the U.S., approx. 100 users in Marketing / Executive / Compliance / Support roles.

• Multiple Divisions – Retail, Wholesale and Field Sales. Rolled out Salesforce.com to the Field Sales division

• Custom Objects – Multiple custom objects encompassing three divisions and marketing support

• Training – one on one, large and small groups

• Data Security – Permission Sets, Delegated Admin, Profile Permissions

• Call Center Support – Provide Salesforce support for both internal and two external call centers

• IT Support/Troubleshooting – Provide Salesforce troubleshooting support for IT tickets AMAG Technology (Torrance, CA) 12/11 –06/14

Dynamics CRM / SharePoint Administrator

• Responsible for coordinating all aspects of Dynamics CRM Administration

• Responsible for maintaining and updating the CRM system and related data

• Project manager of CRM administration, training and technical support

• Production/distribution of training and technical materials, including user manuals and best practices documentation

• Created and maintained Sales funnel reports and Marketing broadcast lists

• Performed training on a regular basis to sales team as well as other AMAG employees

• Developed, administered and maintained long-term projects/ plans for CRM and SharePoint systems

• Resolved issues from customers both internal and external as related to CRM and SharePoint

• Worked with various AMAG departments including UK Marketing and IT Department on various projects.

• Assisted marketing department on marketing projects as needed Radiant Systems (AKA Jadeon Inc.) (Irvine, CA) 11/02 - 11/10 Marketing Manager/Salesforce.com Administrator

Jadeon Inc. was a VAR for Aloha POS software, selling Point-of-Sale systems to the hospitality industry throughout the western United States. Jadeon Inc. was purchased by Radiant Systems (Aloha's parent company) in May 2008.

• Supported National sales team of up to 120 sales professionals including sales executives and management

• Dashboards/reporting, Configuration/customization, training/updates, best practices, performance metrics

• Responsible for lead management analysis and sales reporting

• Planned, directed and implemented all trade shows through breakdown & follow up

• Directed co-op marketing funds redemption policies EDUCATION

Bachelor of Arts, California State University, Fullerton (Fullerton, CA) Communications Major with a Minor in Sociology

TECHNICAL SKILLS: Salesforce.com, Microsoft Dynamics CRM, Pardot, Marketto, Xactly, MapAnything, DocuSign, Happy Sign, Distribution Engine, Demand Tools, MS Office Suite, MS Project, Photoshop, Illustrator, SAP, Lotus Notes, Publisher, Adobe, Great Plains, DealMaker.com, SugarCRM, SharePoint, MapPoint, Vizio

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