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Lee CoxLC
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Lee Cox

@leecox

I transform CRM and AI automation into efficient, scalable workflows as a Business Analyst.

United States
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What I'm looking for

I’m looking for a role where I can lead Agile delivery and translate business needs into CRM and AI automation that reduces manual work, improves operational visibility, and measurably boosts ROI—working closely with stakeholders across product, engineering, and operations.

I’m a results-driven Business Analyst and automation expert with 5+ years leading CRM, marketing automation, and Agile software delivery. I specialize in transforming business chaos into seamless automated workflows—turning vision into scalable systems that drive growth and efficiency.

I lead cross-functional technical teams through full SDLC cycles, from business analysis and backlog refinement to deployment and stakeholder reporting. I’m especially strong at CRM implementation, data migration, and enterprise platform integration, including large-scale legacy-to-modern transitions with “zero data loss.”

My work blends process design and data-driven optimization across tools like Go High Level, HubSpot, Salesforce, ServiceNow, and JIRA. I’ve delivered measurable impact such as “cutting resolution time by 25%,” “boosting customer satisfaction by 15%,” and “enhancing operational efficiency by 30%” through Lightning Experience workflows, third-party integrations, and cross-platform automation.

I also bring systems-thinking and continuous improvement to every engagement—using process gap analysis, risk identification/mitigation, and workflow redesign to reduce cycle time and manual effort. From “launching AI-powered chatbot and automation” handling 3,500+ monthly interactions to supporting K–12 standardized testing deployments on-site, I build clarity, align stakeholders, and make execution repeatable under real-world constraints.

Experience

Work history, roles, and key accomplishments

VG
Current

On-Site Testing Supervisor

Virtual Technology Group

Apr 2021 - Present (5 years 2 months)

Supervised on-site technical operations for virtual K–12 standardized testing across multiple schools and states, coordinating equipment setup, software verification, and compliant tear-downs for hundreds of students per event. Provided real-time troubleshooting for students and proctors, validating wireless connectivity and escalating issues to the VTG help desk/IT team to minimize disruption.

LA
Current

CRM & Marketing Automation Owner

Lee Squared AI

Jan 2020 - Present (6 years 5 months)

Provided end-to-end CRM, marketing automation, and AI consulting, including HubSpot and Go High Level implementations with legacy data migrations while maintaining data integrity. Built lead capture and nurturing workflows that reduced manual follow-up by 45% and improved funnel performance through analytics-driven optimization.

Education

Degrees, certifications, and relevant coursework

Vanderbilt University logoVU

Vanderbilt University

Certification, Prompt Engineering for ChatGPT

2024 -

Completed Prompt Engineering for ChatGPT training/certification at Vanderbilt University in 2024.

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