CASSIDY DEFOREST
Lacombe,United States
Summary
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
11
11
years of professional experience
Work History
Embedded Support Agent 2
Ciox Health A Datavant Company
01.2023 - Current
- Collaborate with the IT team to troubleshoot and resolve embedded software issues in support of ensuring seamless connectivity and data transfer for healthcare providers
- Collaborate with the Product Development team to provide feedback on user experiences and suggest improvements to enhance the usability and effectiveness of the embedded support software for healthcare providers
- Demonstrate strong problem-solving skills by identifying and resolving technical issues related to software integration and data transfer, ensuring seamless connectivity for healthcare providers
- Enhance customer service experience by proactively identifying areas for process optimization within the data entry and medical records retrieval process, streamlining workflows to ensure efficient and timely delivery of requested information to healthcare providers
- Conduct regular audits of data entry processes and procedures to identify areas for improvement and ensure accuracy and compliance with industry standards, contributing to overall data integrity and operational efficiency for healthcare providers
- Engage in continuous professional development to stay abreast of industry trends and best practices in data entry, healthcare regulations, and customer service, in order to provide high-quality support and contribute to the enhancement of the organization's service offerings
- Implement data security measures and ensure compliance with HIPAA regulations to safeguard sensitive patient information during data exchange processes, minimizing the risk of data breaches and maintaining the trust of healthcare providers and patients.
Sales Specialist
Spectrum (Charter Communication LLC)
12.2021 - 10.2022
- Identify opportunities for cross-selling and upselling Spectrum products and services to maximize sales revenue and enhance customer satisfaction
- Stay informed about Spectrum's latest product offerings and promotions to effectively educate and engage customers through product demonstrations, showcasing the value and benefits of the products to enhance customer experience and drive sales
- Utilize customer relationship management (CRM) software to track sales activities, create detailed customer profiles, and generate reports for sales performance analysis, enabling data-driven decision-making and targeted customer engagement strategies in the competitive market landscape
- Develop personalized sales pitches and presentations tailored to individual customer needs and preferences, utilizing market research and customer data insights to create compelling offers that drive customer interest and loyalty in Spectrum's products and services.
Sales Manager
Boost Mobile
08.2019 - 12.2021
- Utilize social media platforms to promote Boost Mobile products and services, engage with customers, and drive traffic to the store location
- Analyze market trends and competitor offerings to identify opportunities for sales growth and develop strategic plans to capitalize on them effectively
- Analyze sales data and customer feedback to identify trends, opportunities, and areas for improvement in Boost Mobile product offerings and customer service
- Implement innovative sales strategies to enhance customer engagement and drive revenue growth for Boost Mobile, staying ahead of industry trends and customer preferences
- Conduct training sessions for sales associates on effective customer engagement techniques, product knowledge, and sales strategies to ensure consistent delivery of exceptional customer service and increase sales performance for Boost Mobile products
- Identify key performance indicators (KPIs) for sales team members and develop a performance tracking system to monitor individual and team performance, provide constructive feedback, and support continuous improvement in sales performance for Boost Mobile products
- Develop and implement incentive programs to motivate and reward sales associates for exceeding targets and driving sales growth at Boost Mobile stores.
Payday Loan Specialist
Community Loans of America, Inc.
08.2020 - 01.2021
- Collaborating with marketing team to develop targeted marketing campaigns that attract new customers and drive loan funding growth, while ensuring compliance with industry regulations and best practices
- Developing and implementing strategies to increase customer retention and loyalty, including creating loyalty programs and implementing customer feedback systems to improve overall satisfaction and repeat business
- Providing personalized financial advice and assistance to clients to help them understand the terms of payday loans, manage their finances effectively, and make informed decisions on borrowing
- Identifying opportunities to streamline loan application and approval processes to increase efficiency and provide a seamless customer experience, ultimately leading to higher loan approval rates and customer satisfaction
- Monitoring and analyzing customer feedback and satisfaction metrics to identify areas for improvement in loan products and customer service, and implementing necessary changes to enhance overall customer experience and loyalty
- Creating and leading customer focus groups to gather feedback on loan products and services, using the insights to develop innovative solutions that meet the unique needs and preferences of payday loan customers, ultimately enhancing customer satisfaction and market competitiveness
- Conducting regular audits of loan applications and approvals to ensure adherence to company policies, industry regulations, and best practices, identifying any areas for improvement and implementing corrective actions to maintain compliance and quality standards.
Legal Administrative Assistant
Ginger DeForest Law Firm LLC
01.2014 - 07.2019
- Utilize legal research tools to gather information for case preparation and support attorneys in analyzing legal documents and precedents
- Conduct research and gather information to assist attorneys in case preparation and legal proceedings
- Implement efficient document management strategies to ensure easy access to legal documents and correspondence for attorneys and clients
- Collaborate with attorneys to develop strategies for efficient case management and prioritize tasks to ensure deadlines are met
- Develop and maintain a system for tracking and monitoring important case deadlines, ensuring timely submissions and adherence to court requirements
- Maintain confidentiality and discretion when handling sensitive legal information and documents to uphold client trust and protect attorney-client privilege
- Assist attorneys in preparing for client meetings by organizing necessary documents, correspondence, and case-related information to ensure smooth and effective communication during the meetings.
Education
High school or equivalent - General Studies
Slidell High School
Slidell, LASkills
- Data Entry
- Customer Service
- Sales
- Contact Center
- Communication
- Leadership
- Teamwork
Timeline
Embedded Support Agent 2
Ciox Health A Datavant Company
01.2023 - Current
Sales Specialist
Spectrum (Charter Communication LLC)
12.2021 - 10.2022
Payday Loan Specialist
Community Loans of America, Inc.
08.2020 - 01.2021
Sales Manager
Boost Mobile
08.2019 - 12.2021
Legal Administrative Assistant
Ginger DeForest Law Firm LLC
01.2014 - 07.2019
High school or equivalent - General Studies
Slidell High School
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