Candace Watts
Denver,CO
Summary
Experienced sales operations professional with a strong record in process optimization, revenue growth, and team performance enhancement. Recognized for analytical acumen, strategic planning, and effective problem-solving. Highly adaptable and reliable, with a collaborative approach focused on delivering consistent, measurable results. Proficient in CRM systems, data analysis, and cross-functional coordination to support business objectives.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Sales Operations Specialist
DAT Freight & Analytics
02.2023 - Current
- Developed and managed Salesforce reports and dashboards to provide data insights that informed strategic decisions and supported sales leadership.
- Implemented sales process audits and helped establish a structured sales methodology to drive consistency and accountability across sales practices.
- Partnered with sales management to monitor process quality, identifying and prioritizing key areas for improvement.
- Built a custom Salesforce Opportunity page that improved operational efficiency and increased adherence to processes by 20%
- Collaborated with marketing on lead generation, resulting in higher-quality leads for the sales team.
- Worked with cross-functional teams to enhance communication and coordinate sales initiatives effectively.
Sales Admin & Support Analyst
Brewers Supply Group
04.2021 - 02.2023
- Improved Salesforce record accuracy and reporting to support data-driven decisions and strategic sales planning.
- Contributed to sales strategy and operational improvements, leading to better team performance and stronger customer relationships.
- Created and delivered Salesforce training programs for sales teams, increasing their skills and improving data quality.
- Partnered with Sales leaders to re-segment customers in line with a new team structure.
- Collaborated with cross-functional teams to improve communication and coordinate sales initiatives.
- Worked with sales management to assess and enhance sales process quality, identifying and prioritizing key improvements
Sales Development Coordinator
Brewers Supply Group
05.2019 - 04.2021
- Led new business development and managed key client relationships, contributing to company growth.
- Improved operational efficiency and client service quality through effective account management and Salesforce.
- Performed market research and competitive analysis to identify trends and support strategic sales initiatives.
- Collaborated with the sales team to understand customer needs, promote products, and provide sales support.
Operations Manager
Harbor Financial Group
08.2018 - 05.2019
- Managed high-value client portfolios with a focus on strategic business development and revenue growth.
- Streamlined operational processes and collaborated with financial advisors to enhance strategic planning and strengthen client relationships.
- Implemented performance metrics and KPIs to monitor operational efficiency and support continuous improvement initiatives.
Assistant Vice President
Credit Suisse
12.2014 - 10.2015
- Led strategic planning and risk management initiatives to align with regulatory compliance and business growth goals in foreign currency futures and derivatives.
- Built client loyalty and retention through strong communication and relationship management strategies.
- Maintained regulatory compliance with comprehensive documentation and diligent transaction monitoring.
- Performed detailed risk assessments to minimize potential losses for clients and the firm.
Client Services Specialist | Financial Services Representative
First Citizens Bank
09.2009 - 12.2014
- Provided high-quality client service, enhancing the bank’s reputation for customer satisfaction.
- Cross-sold banking products by understanding client needs and building long-term relationships.
- Created and implemented customer service protocols to improve client experience and satisfaction ratings.
- Streamlined processes for greater efficiency, reducing client issue resolution times.
- Maintained detailed records of client interactions for timely follow-ups and consistent communication.
Education
Bachelor of Business Administration - Marketing
Middle Tennessee State University
Murfreesboro, TN05-2006
Skills
- Strategic Sales Planning & Analytics
- Sales Reporting
- Sales Analysis
- Certified Salesforce Administrator
- Salesforce Certified Sales Representative
- Relationship & Stakeholder Management
- Cross-functional Team Leadership
- Process Optimization & Change Management
- Sales Coaching & Team Development
- Territory planning
Certification
- Certified Salesforce Administrator
- Salesforce Certified Sales Representative
Timeline
Sales Operations Specialist
DAT Freight & Analytics
02.2023 - Current
Sales Admin & Support Analyst
Brewers Supply Group
04.2021 - 02.2023
Sales Development Coordinator
Brewers Supply Group
05.2019 - 04.2021
Operations Manager
Harbor Financial Group
08.2018 - 05.2019
Assistant Vice President
Credit Suisse
12.2014 - 10.2015
Client Services Specialist | Financial Services Representative
First Citizens Bank
09.2009 - 12.2014
Bachelor of Business Administration - Marketing
Middle Tennessee State University
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