Lyn Davis Email & Phone Number

West Palm Beach, Florida Area

All operational and logistical support for the branch office and Financial Advisor.

Boca Raton, FL

• Helped spur 40% company revenue growth through improved collections by leading a project to synchronize Salesforce integration between customer service and billing departments.
• Improved customer pipeline accuracy by 70% after leading a months-long project to leverage Salesforce. Chaired monthly brainstorming sessions with customer service and sales reps and implemented process changes.
• Increased speed of onboarding new clients by managing contract execution process from sales team to legal team. Clients include many of the world’s largest health organizations, hospitals, pharmacies, suppliers, and.
• Shortened sales contract execution time by 75% reduction in turnaround time by driving better communication among customer service, sales, and legal departments.
• Drove more strategic decision-making by management as Salesforce Administrator for sales division by creating KPI-centric and targeted dashboards, revenue forecast reports, and pipeline analyses.
• Hiked internal use of Salesforce to 98% through redesigned configuration that made more sense to staff.

• Also served as Salesforce Administrator and Client Relationship Manager.
• Managed and executed special projects for CEO to achieve deals valued at more than $80 million.
• Facilitated company growth through completing and submitting new and established business paperwork, processing money movement and trades and maintaining CEO and advisors’ calendars.
• Drove client interest by creating and managing email press-releases campaigns.
• Ensured compliance with FINRA rules. Performed supervisory review of thousands of email messages, and pre-approved all web content.
• Maintained required compliance documentation and records.

Eustis, FL

• In my role as a professional consultant:
• Compiled data and processed account forms.
• Investigated problems and managed problem resolution process.

Boca Raton, FL

• Responsibilities covered a wide range of duties: project management, quality control, customer service and correspondence, establishing policy and procedures, coordination and delivery of marketing material.
• Reviewed and processed all registered representative and associated person registrations.
• Executed personnel background reviews. Maintained employee statements for outside accounts.
• Processed and renewed agent and agency insurance licensing, appointments, and policy applications.
• Coordinated selling agreements and agent appointments with insurance brokerage relationships.
• Ensured completion of AML, CE training, and annual compliance meetings.

Boca Raton, FL

• Maintained a high level of confidentiality with client and company information.
• Transitioned 98% individual clients database between clearing firms.
• Supported executive management team and 12+ brokers.
• Documented and implemented standard operating procedures.
• Compiled data and processed account forms.
• Investigated and resolved problems.

Boca Raton, FL

• Supported HR, Research, and Sales teams to achieve corporate goals.
• Primary assistant in fast-paced stock research and trading environment.
• Managed vendor and customer agreements in accordance with company policy.
• Designed and managed multiple reports relevant to potential leads, trials, and end users.
• Ensured daily delivery of market-driven time-sensitive research reports to 1500+ clients.
• Ensured regulatory records were accurate, current, and compliant.

Boynton Beach, FL

• Position required confidentiality, diplomacy, and discretion in all interactions with clients, staff and vendors and included supporting the President and Vice-President in all administrative actions including the.
• Key decision maker for more than $1.4 million in Pagewriter and Timeport inventory.
• Created and managed Wireless Pilot Program.
• Primary liaison for customer problem resolution.
• Planned and coordinated high-level technical training for Motorola Messaging Server.
• Managed the $1 million variable compensation preparation and documentation for 22 Senior Sales Managers.

Bs, Business Management

Associate Of Arts (Aa), Accounting And Business/Management