Jason Brendle
N. Highlands,US
Summary
Consultant and CRM solutions specialist with 20 years of experience in leading IT projects and developing innovative CRM solutions. Proven expertise in agile methodologies and data analysis, enhancing user engagement and process automation. Successfully trained teams across multiple industries, resulting in high user adoption rates.
Overview
23
23
years of professional experience
Work History
Assistant Driver Trainer/Fleet Safety Manager
Amazon DSP Services
09.2022 - Current
- Monitored managed services to ensure seamless operations and timely ticket resolution.
- Serve as Assistant Driver Trainer: onboard, mentor, and evaluate new drivers on safe driving practices, route efficiency, customer interaction, and company procedures.
- Trained 40+ new drivers, reducing training time by 30% while improving on-road safety scores.
- Conduct comprehensive fleet pre-trip inspections each shift, identifying and resolving mechanical and safety issues to ensure vehicles are DOT-compliant and roadworthy.
- Operate large box trucks and commercial vehicles in urban and highway environments, applying DOT general and safety regulations and defensive driving techniques.
- Documented and reported vehicle defects, incidents, and near-misses; collaborated with fleet management to implement corrective actions that enhanced fleet safety.
- Contribute to safety briefings and continuous-improvement initiatives to enhance overall fleet safety culture.
- Maintained a vehicle uptime rate of 98% through proactive inspections and same-shift repairs.
- Achieved a customer satisfaction or on-time delivery rate of 99.8%.
Consultant and CRM Solutions Developer
Fast Responders IT
09.2022 - Current
- Implemented CRM for surgical practice, enhancing engagement and streamlining follow-ups.
- Led user requirements gathering, identifying issues and crafting effective CRM solutions.
- Consulted stakeholders, developing project plans aligned with Agile methodologies.
- Enhanced client engagement through project management solutions, increasing project visibility.
- Monitored managed services to ensure seamless operations and timely ticket resolution.
MS Dynamics CRM Administrator and Systems Analyst
SwarCo McCain
10.2022 - 03.2024
- Managed data integrity and security protocols within MS Dynamics CRM, conducting audits and implementing best practices for compliance and data protection.
- Collaborated with IT to resolve data duplication, improving CRM data integrity.
- Led CRM user requirements gathering to improve user acceptance and resolve sales practice issues.
- Designed CRM education curriculum, boosting user proficiency and system utilization.
- Fostered cross-functional partnerships to align CRM functionalities with business objectives, providing guidance and training that empowered users to maximize system utilization.
- Partnered with IT on Tier 3 tickets, integrated Power BI for reporting, and worked cross-functionally to implement Click Dimensions Marketing Automation.
- Implemented automated ticketing system, integrating with customer insurance portal for efficiency.
MS Dynamics CRM Administrator and Systems Analyst
SureCo Insurance
02.2020 - 09.2022
- Spearheaded CRM modernization, implementing D365 V9.2 upgrade and enhancing user acceptance through tailored solutions and automated systems.
- Led CRM user requirements gathering to enhance user acceptance and address sales practice issues.
- Collaborated with IT to resolve data duplication, improving CRM data integrity.
- Implemented automated ticketing system, integrating with customer insurance portal for efficiency.
- Designed CRM education curriculum, boosting user proficiency and system utilization.
- Instituted formal manager training, updated new hire programs, and developed advanced user curriculum to revolutionize CRM education.
- Developed project timelines aligned with quarterly objectives, ensuring timely delivery.
- Partnered with IT on Tier 3 tickets, integrated Power BI for reporting, and worked cross-functionally to implement Click Dimensions Marketing Automation.
MS Dynamics CRM Administrator and Systems Analyst
BioCentury Publications
07.2017 - 09.2019
- Gathered user requirements for CRM system, architected automated workflows, and implemented mobile access for field sales, enhancing user satisfaction and process efficiency.
- Led CRM user requirements gathering, boosting user acceptance and process efficiency.
- Developed project timelines and automated sales workflows, enhancing approval speed.
- Resolved data duplication issues with the data team, improving data integrity.
- Integrated Power BI for sales IT assets, presenting impact analysis to stakeholders.
- Developed metric-specific monitoring for user adoption, collaborated on data duplication resolution, and implemented Power BI for analysis of Sales IT asset impact.
- Partnered with IT on high-level support, managed CRM environments, and worked with data department to resolve import-related duplications, enhancing system integrity.
- Designed CRM training sessions for enhanced user skills, resulting in improved user adoption and fewer issues.
- Instituted comprehensive CRM education programs, including manager training and advanced user curriculum, promoting continuous learning and skill development.
MS Dynamics CRM Administrator and Systems Analyst
Fisher and Paykel Healthcare
02.2016 - 07.2017
- Spearheaded CRM user requirements gathering, identifying key issues and designing solutions to enhance user acceptance and streamline sales processes.
- Led CRM user requirements, enhancing user acceptance and reducing paper reliance by 90%.
- Led implementation of automated workflows, reducing paper-based processes by 90%, and developed metric-specific monitoring for user adoption tracking.
- Managed daily CRM issues for 200+ sales team members, instituted power user reviews, and created a comprehensive education curriculum to improve user proficiency.
- Created CRM education and training programs, boosting user proficiency.
- Collaborated with data teams to resolve CRM import duplication issues, enhancing data integrity and improving system efficiency.
- Implemented new CRM environments, improving system testing and user feedback.
- Architected and implemented new CRM UAT & Sandbox environments, establishing robust development procedures and documentation for future scalability.
IT Administrator and MS Dynamics Software Engineer
DigiStream
10.2013 - 02.2016
- Pioneered national MS Dynamics CRM software projects, enhancing user testing methodologies and driving system-wide efficiency improvements.
- Led national software acceptance project for MS Dynamics CRM, ensuring successful implementation and promoting user adoption across the organization.
- Led national software projects in MS Dynamics CRM, enhancing user testing and system efficiency.
- Orchestrated Dynamics CRM development, overseeing testing, server administration, and software installation to enhance system functionality and user experience.
- Administered Dynamics CRM, overseeing installations, migrations, and lifecycle management.
- Spearheaded the design of an education platform, incorporating user acceptance testing to ensure seamless adoption and maximize user engagement.
- Managed IT systems, providing infrastructure support with Cisco, SonicWall, and Windows to minimize downtime.
- Developed custom SQL databases, optimizing data management and backup procedures.
Client Communication Representative
Veterinary Specialty Hospital
07.2011 - 10.2013
- Provided compassionate support to distressed pet owners, clearly communicating complex medical information to foster a calming environment.
- Handled multi-line calls, delivering swift and professional communication to clients.
- Managed multi-line phone system, triaged emergency cases, and maintained accurate patient records, enhancing client communication and streamlining operations.
- Expertly handled client data entry, ensuring up-to-date information for patients, owners, and referring veterinarians in a fast-paced emergency setting.
- Updated client and patient records with precision, improving data accuracy for better decision-making.
- Coordinated patient scheduling efficiently in a high-pressure emergency environment.
- Optimized patient scheduling and triage processes, significantly reducing wait times and improving overall emergency care efficiency.
- Streamlined emergency triage processes, significantly reducing patient wait times and enhancing overall care efficiency in a high-pressure environment.
- Implemented new filing system for patient records, drastically improving information retrieval speed and accuracy for veterinary staff.
TAESL Athletics Educator
Sacramento City College
01.2011 - 07.2011
- Engaged in continued education for athletes, supporting successful transfers to four-year institutions.
- Tutored diverse subjects, facilitating athlete transfers to four-year institutions.
- Fostered inclusive learning environment for ESL adults, partnering with faculty to enhance educational outcomes and support athlete academic progress.
- Guided ESL adults and athletes through academic challenges, facilitating smoother transitions to higher education.
- Led ESL adult reentry program, boosting higher education enrollment.
- Managed adult reentry program for ESL adults into higher education, enhancing enrollment pathways.
- Developed tailored tutoring strategies across multiple disciplines, adapting teaching methods to meet diverse student needs and learning styles.
- Assessed individual student progress, identifying areas for improvement and implementing targeted interventions to enhance academic performance.
- Supported student learning in mathematics, Spanish, English, and political science through focused tutoring sessions.
Volunteer English Teacher
Colegio InglesChile
12.2009 - 06.2010
- Spearheaded successful speech and debate program, fostering critical thinking and public speaking skills in higher education students.
- Secured regional and national honors in English competitions, elevating school's reputation and student confidence in language proficiency.
- Led English programs, securing regional honors while enhancing speech skills and addressing language challenges.
- Designed and implemented tiered education approach, ensuring comprehensive learning across all verticals for students' future academic pursuits.
- Pioneered tiered education approach, ensuring comprehensive learning across all verticals for students' future academic success.
- Developed targeted solutions for English Reinforcement class, effectively addressing challenges faced by near-fluent students.
- Created and shared innovative teaching techniques, empowering colleagues to effectively engage with advanced English learners.
Brand Ambassador
MKTG Marketing
01.2009 - 10.2009
- Orchestrated high-impact promotional events, consistently delivering key product messages and driving substantial increases in customer engagement.
- Executed strategic promotional events, consistently delivering key product messages and creating memorable experiences for target audiences.
- Orchestrated product demonstrations, increasing brand awareness and customer engagement for local businesses.
- Enhanced brand visibility and consumer engagement through strategic presentations.
- Managed end-to-end event logistics, from setup to reporting, ensuring seamless execution and comprehensive post-event analysis.
- Collaborated with local businesses to design and implement engaging product displays, enhancing promotional effectiveness.
- Partnered with local businesses to design and implement tailored product stands, optimizing visibility and consumer interaction.
Accounts Manager & IT Administrator
John Brendle Consulting
01.2004 - 10.2009
- Administered clustered Exchange 2003 Server integrated with Active Directory 2003, enhancing email reliability and performance for legal professionals.
- Oversaw migration to Windows 2003, facilitating seamless domain transition for improved system reliability.
- Spearheaded migration to Windows 2003, facilitating seamless domain transition and improving system performance for legal professionals.
- Optimized network infrastructure for law firms, strengthening data security and compliance with legal industry standards.
- Managed network design for law firms, enhancing data security and reliability.
- Configured and maintained Cisco network infrastructure, including routers, switches, and VPN concentrators, ensuring robust connectivity for legal operations.
- Coordinated educational programs on legal software, enhancing staff proficiency in legal operations.
- Coordinated education classes on law-based software, Microsoft Office products, and database utilities, elevating team productivity and technical proficiency.
- Produced legal video content, aiding in effective court presentations.
Education
PMP COURSE AND EXAM PREP -
PMI Academy
Remote07-2022
BA - POLITICAL SCIENCE- COMPARATIVE POLITICS
University of California-San Diego
La Jolla, CA07-2014
INTERNATIONAL POLITICS AND ECONOMICS OF EUROPE -
Universitat Autonoma De Barcelona
Barcelona, Spain01-2013
GENERAL EDUCATION- TRANSFER REQ - POLITICAL SCIENCE
Sacramento City College
Sacramento, CA04-2011
Skills
- Project management
- CRM and MS Dynamics
- Power BI and Power Apps
- Power Automate
- Data analysis and integrity auditing
- User training
- Operational efficiency improvement
- IT support
- Azure cloud services
- Exchange and Active Directory
- IIS and Cisco networking
- JavaScript and SQL
- Database management
- SharePoint administration
- Technology integration
Additional Information - Volunteer Work
- Wrestling Coach, Smedberg Middle School, 2004-2006
- Wrestling Coach, NWCA Wrestling, Sacramento City College, 2004-2007
- Wrestling Coach, Sheldon High School, 2007-2008
- Volunteer English Teacher, Colegio Ingles, Iquique, Chile, 2009-2010
Timeline
MS Dynamics CRM Administrator and Systems Analyst
SwarCo McCain
10.2022 - 03.2024
Assistant Driver Trainer/Fleet Safety Manager
Amazon DSP Services
09.2022 - Current
Consultant and CRM Solutions Developer
Fast Responders IT
09.2022 - Current
MS Dynamics CRM Administrator and Systems Analyst
SureCo Insurance
02.2020 - 09.2022
MS Dynamics CRM Administrator and Systems Analyst
BioCentury Publications
07.2017 - 09.2019
MS Dynamics CRM Administrator and Systems Analyst
Fisher and Paykel Healthcare
02.2016 - 07.2017
IT Administrator and MS Dynamics Software Engineer
DigiStream
10.2013 - 02.2016
Client Communication Representative
Veterinary Specialty Hospital
07.2011 - 10.2013
TAESL Athletics Educator
Sacramento City College
01.2011 - 07.2011
Volunteer English Teacher
Colegio InglesChile
12.2009 - 06.2010
Brand Ambassador
MKTG Marketing
01.2009 - 10.2009
Accounts Manager & IT Administrator
John Brendle Consulting
01.2004 - 10.2009
PMP COURSE AND EXAM PREP -
PMI Academy
BA - POLITICAL SCIENCE- COMPARATIVE POLITICS
University of California-San Diego
INTERNATIONAL POLITICS AND ECONOMICS OF EUROPE -
Universitat Autonoma De Barcelona
GENERAL EDUCATION- TRANSFER REQ - POLITICAL SCIENCE
Sacramento City College