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Mark NeillMN
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Mark Neill

@markneill

Salesforce Senior Administrator at First Fidelity Bank who developed treasury onboarding, CPQ, and document automation.

United States
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At First Fidelity Bank, I administered and developed Salesforce Enterprise, translating Finance and operations needs into requirements, configuration, testing, and production releases.

I built Flow-first automation for operational workflows, including lead-to-opportunity and helpdesk routing with escalations. I also delivered vendor and contract tracking with renewal alerts.

For treasury product onboarding, I worked with business users on product configuration, CPQ, DocuSign, testing, and rollouts. I configured Nintex Drawloop templates to generate bank documents from CRM data.

At iPro Media, Inc., I brought legacy finance into Salesforce and Accounting Seed and built ETL of billing data into CRM for reporting. My earlier work includes accounting management, IT leadership, and production systems support.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

BR

Becker CPA Review

CPA Review Coursework, Accounting

Completed CPA review coursework in 1988.

Oklahoma Christian University logoOU

Oklahoma Christian University

Bachelor of Science, Accounting

Bachelor of Science in Accounting with a focus on Computer Science, completed in 1985.

ES

Edmond High School

High School Diploma, Accounting and Marketing

Activities and societies: DECA

High school diploma with coursework in Accounting and Marketing, including DECA participation.

Tech stack

Software and tools used professionally

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