Work Preference
Summary
Overview
Work History
Education
Skills
Work Availability
Software
Timeline
CustomerServiceRepresentative
Candace Roberts

Candace Roberts

Albany,USA

Work Preference

Work Type

Full Time

Location Preference

RemoteHybrid

Important To Me

Work-life balanceCompany CultureHealthcare benefitsWork from home optionPaid time offPaid sick leave

Summary

Seasoned Area Sales Manager at Everstory Partners, adept in strategic planning and employee training, significantly enhancing team performance and customer satisfaction. Leveraged Microsoft Office Suite and analytical prowess to exceed targets. Renowned for developing policies that foster business growth, demonstrating exceptional clerical support and advising skills.

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

16
16
years of professional experience

Work History

Operations Manager

Blackberry Mimosa
02.2025 - Current
  • Directed initiatives to improve work environment, company culture or overall business strategy.
  • Developed and maintained relationships with external vendors and suppliers.
  • Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
  • Developed and implemented strategies to maximize customer satisfaction.
  • Met with clients to outline desired goals and prepared quotes for overall catering costs.
  • Designed catering packages to increase sales and customer experience.
  • Handled payment collection and payroll of 5 employees.
  • Handled catering scheduling, ordered food and planned events.
  • Coordinated with event planners for floor and table layouts, guest numbers, and overall catering needs.
  • Maximized quality assurance by completing frequent line checks.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Increased profit by streamlining operations.
  • Oversaw social media presence and aligned posts to include branding and trending ideas.

Area Sales Manager

Everstory Partners
10.2022 - 06.2025
  • Worked closely with all sales personnel to assist with routine sales and handle advanced issues
  • Engaged customers to quickly identify needs, negotiate contracts and close sales
  • Restored satisfaction by quickly resolving customer complaints with acknowledgment and tactful communication
  • Reviewed operational metrics and sales data to inform sales strategy
  • Explained product features and demonstrated operation to educate customers and close sales
  • Increased customer satisfaction with targeted sales team training in relationship management and negotiation strategies
  • Mentored sales team in document management, CRM software and contract negotiation
  • Measured and analyzed key performance indicators and financial data to guide strategic planning
  • Coordinated sales meetings, presentations and internal workflow to meet business demands
  • Located and pursued business opportunities for company to consistently meet targets
  • Used CRM software to locate customers needs and contact customer to increase sale opportunities
  • Planned community events for local community outreach

General Manager

Promise Land Funeral Home
06.2021 - 10.2022
  • Managed performance of team members, conducted performance appraisals and recommended promotions
  • Issued detailed responses to complaints resolving customer service issues with timeliness and organization
  • Revamped systems, processes and training programs to reverse underperforming store metrics
  • Established customer relationships to generate more business, maintain store profitability and expand brand loyalty and recognition
  • Created and implemented innovative business strategies to drive record sales growth
  • Improved customer satisfaction and loyalty by building an atmosphere focused on positive, memorable experiences
  • Built relationships with vendors and monitored supply chain to spot and correct deficiencies
  • Coordinated and supervised activities of team members to consistently meet customers' needs
  • Recommended and implemented procedural changes to enhance services rendered to customers
  • Confirmed authorization to proceed with service arrangements
  • Communicated benefits and pricing of each service to educate clients and foster informed decisions
  • Discussed nature of funeral service, disposition of remains and funeral costs with family members of deceased
  • Managed daily funeral home operations in collaboration with mortuary staff
  • Ensured proper coordination of pre-funeral service arrangements
  • Planned community events for community outreach

Financial Relationship Sr. Consultant - Team Lead

Regions Bank
08.2017 - 05.2021
  • Trained new team members in the specific tasks of each position
  • Rotated through different positions to keep the team working efficiently and meet all production targets
  • Updated daily logs with production activities and special incidents to keep managers well-informed
  • Consulted with customers to understand their desires and suggest the best products to meet their needs
  • Evaluated applications for loans and lines of credit to determine whether customers were suitable candidates for the desired product
  • Recruited and trained top-quality candidates to fill vacancies and maximize the team's performance
  • Helped customers with financial problems using a relationship-based approach
  • Networked around the local area to identify and capture new business opportunities
  • Reviewed operational data to forecast trends and prepare reports for use in strategic business decision-making
  • Continuously classified and filed records to keep the system efficient and all information organized
  • Consistently prospected new leads and capitalized on business opportunities to increase the overall client base
  • Maintained consistent contact with clients to quickly identify changes in their financial status and recommend new products
  • Supported effective business operations by interpreting the current financial performance against the established targets
  • Researched potential business strategy changes and special projects to assess their financial impact
  • Used CRM software to reach business and consumer customers to increase banking products

Customer Service Manager

Walmart
11.2012 - 08.2017
  • Continuously met or exceeded daily service quality and performance scores
  • Engaged with customers to understand and resolve issues and answer product questions
  • Developed and optimized work schedules to cover expected workloads
  • Translated management directives into actionable policies and enforced changes with the staff at all levels
  • Boosted team performance by closely monitoring the work of each staff member and offering motivational support
  • Consulted with customers to understand their desires and suggest the best products to meet their needs

Store Manager

LensCrafters
10.2009 - 11.2012
  • Supported back office procedures, including hiring and employment processes
  • Held associates accountable for meeting established operational guidelines, brand standards, customer service expectations, and company policies
  • Optimized business performance with consistent data tracking and analysis of ongoing operations
  • Continuously classified and filed records to keep the system efficient and all information organized
  • Consulted with customers to understand their desires and suggest the best products to meet their needs
  • Supported effective business operations by interpreting the current financial performance against the established targets
  • Managed prior authorizations for medical procedures and medications, coordinating with providers and insurance companies to expedite approvals
  • Used medical diagnosis codes to file insurance claims with patients prospective insurance companies

Education

High School Diploma - General Studies

Westover High School
Albany, GA
05.2002

Skills

  • Clerical support
  • Employee training and development
  • BannerWeb
  • Microsoft Office Suite
  • Analyze financial records
  • Budgeting and cost control
  • Carlib
  • Strategic planning
  • Develop policies
  • Coupa
  • Marketing
  • Performance monitoring
  • Production
  • Operations monitoring
  • Social media marketing
  • Graphic and media design
  • Operations management
  • Invoice processing
  • Insurance verification
  • Payment posting
  • HIPAA compliance
  • Claims processing
  • Data entry and management
  • Coaching and mentoring
  • Scheduling proficiency

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

Bannerweb

Slack

Microsoft Teams

Workday

Paylocity

HubSpot

Microsoft Office Suite

Plotbox

Coupa

Timeline

Operations Manager

Blackberry Mimosa
02.2025 - Current

Area Sales Manager

Everstory Partners
10.2022 - 06.2025

General Manager

Promise Land Funeral Home
06.2021 - 10.2022

Financial Relationship Sr. Consultant - Team Lead

Regions Bank
08.2017 - 05.2021

Customer Service Manager

Walmart
11.2012 - 08.2017

Store Manager

LensCrafters
10.2009 - 11.2012

High School Diploma - General Studies

Westover High School