Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sandra McDaniel

Atlanta

Summary

Client Support Specialist with 20 years of experience in maximizing client retention and revenue growth. Skilled in exceeding sales targets, enhancing onboarding processes, and improving client satisfaction through strategic problem-solving. Recognized for effective communication and issue resolution that drive business growth. Experienced in elevating client engagement and retention while adapting quickly to new technology platforms.

Overview

18
18
years of professional experience

Work History

Fulfillment Support Agent

Automatiq
Remote
07.2024 - Current
  • Manage and monitor high-volume online order fulfillment across multiple marketplaces, ensuring accuracy, timeliness, and SLA compliance.
  • Serve as a primary liaison between clients, vendors, and internal teams to proactively resolve cancellations, backorders, inventory discrepancies, and shipping delays.
  • Deliver client-facing support through prompt, solutions-oriented communication, maintaining strong satisfaction and response-time standards.
  • Maintain precise order documentation and tracking updates using proprietary fulfillment systems to ensure operational transparency and accuracy.
  • Identify recurring fulfillment bottlenecks and escalate actionable insights, contributing to workflow optimization and process improvements.
  • Collaborate cross-functionally with Operations, Customer Success, Product Support, and Supply Chain teams to streamline processes and enhance delivery efficiency.
  • Support performance metrics by improving order accuracy, reducing fulfillment errors, and reinforcing service-level agreement (SLA) adherence.
  • Addressed and fixed basic technical issues for users through effective troubleshooting methods.

New American Funding

Indeed
Remote
06.2023 - 07.2024
  • Managed mortgage portfolios with a focus on customer retention, long-term relationship building, and revenue preservation.
  • Conducted proactive outreach to identify refinancing opportunities and deliver customized financial solutions aligned with client goals.
  • Developed personalized refinancing strategies that strengthened client loyalty and improved retention outcomes.
  • Partnered closely with loan officers and underwriters to ensure seamless, compliant, and accurate refinancing processes.
  • Coordinated cross-functionally with internal and external stakeholders to streamline workflows and enhance operational efficiency.
  • Maintained detailed, compliant documentation while managing high volumes of calls and email communications with professionalism and responsiveness.
  • Delivered timely, solutions-oriented support that reinforced trust, improved customer satisfaction, and minimized attrition risk.
  • Assessed customer needs quickly during interactions to provide effective solutions.

Client Success Specialist

Indeed
Remote
05.2020 - 06.2023
  • Served as primary point of contact for a portfolio of clients, delivering strategic support via phone and email to drive satisfaction and long-term retention.
  • Designed and executed hiring events and recruitment campaigns that increased client ROI and platform engagement.
  • Led cross-functional initiatives that boosted client engagement by 40% through innovative outreach and relationship-building strategies.
  • Facilitated onboarding and training for new clients using company resources.
  • Analyzed client needs to provide tailored solutions and support.
  • Streamlined interdepartmental collaboration, reducing issue resolution time by 15% and improving overall client experience.
  • Analyzed client feedback and usage data to implement service improvements, increasing satisfaction scores by 25%.
  • Pioneered enhanced onboarding processes, reducing onboarding time by 30% while improving user adoption and early-stage retention.
  • Identified upsell opportunities through behavioral data analysis, increasing average client spend and account growth.
  • Implemented proactive success strategies that reduced churn and strengthened portfolio retention.
  • Delivered ongoing training and strategic guidance, reducing support ticket volume and increasing client self-sufficiency.
  • Mentored junior team members, contributing to stronger team performance and a collaborative work environment.

Account Executive/Client Success Specialist

Advanced Tax Solutions
Rome
12.2017 - 05.2021

Managed a portfolio of 100+ client accounts, increasing revenue and overall client satisfaction by 20%.

  • Conducted 500+ daily outbound calls, delivered virtual product demonstrations, and consistently closed new business to drive account growth.
  • Built and nurtured long-term client relationships, generating repeat business and referral opportunities.
  • Identified and executed upsell opportunities through strategic needs analysis and cross-functional collaboration.
  • Prepared and presented proposals and contracts, ensuring accurate CRM documentation using Salesforce and JIRA.
  • Co-designed and implemented a new client onboarding program, reducing onboarding time and improving early-stage satisfaction.
  • Launched structured client feedback initiatives, increasing retention and strengthening long-term customer loyalty.
  • Partnered with Marketing to develop targeted campaigns that drove lead generation at an all time high
  • Analyzed engagement and performance data to tailor solutions, resulting in several happy customers.
  • Identified potential new customers through research of industry trends and competitive analysis.
  • Delivered multi-channel client support (phone, email, chat) while maintaining high responsiveness and service standards.

E Commerce Manager

Kroger
Rome
09.2015 - 12.2018
  • Led and developed a team of 10 associates, elevating customer service standards while consistently exceeding sales targets.
  • Implemented online sales and promotional strategies that expanded the customer base and drove measurable revenue growth.
  • Analyzed market and customer data to identify trends, inform strategic decisions, and uncover new growth opportunities.
  • Spearheaded targeted promotional campaigns that increased online sales performance and customer acquisition.
  • Presented performance and sales reports to leadership, tracking KPIs and identifying areas for actionable improvement.
  • Developed data-driven sales strategies that optimized processes and improved quarterly revenue outcomes.
  • Coordinated cross-functional initiatives incorporating customer feedback to enhance service quality and improve satisfaction ratings.
  • Analyzed website traffic and user behavior to inform marketing decisions.
  • Managed product listings and optimized content for better search visibility.

Store Manager

Buckle
Jonesboro
04.2011 - 08.2015
  • Drove store performance by surpassing sales targets by 20% through strategic planning, team development, and KPI-focused execution.
  • Led, coached, and developed a team of 16 sales associates, elevating productivity, accountability, and customer engagement.
  • Conducted regular team meetings to align performance goals and communicate customer insights, reinforcing service excellence standards.
  • Partnered with visual merchandising and marketing teams to enhance in-store presentation and promotional effectiveness.
  • Implemented customer service initiatives that improved satisfaction scores and strengthened brand loyalty.
  • Oversaw budgeting and expense management, consistently maintaining strong annual profit margins.
  • Optimized staffing schedules to ensure peak-hour coverage, resulting in increased sales performance.
  • Analyzed sales and performance data to inform strategic decisions and drive quarterly revenue outcomes.

Store Manager

Body Central
Jonesboro
02.2008 - 03.2011
  • Directed daily operations for a high-volume retail location, leading and developing a team of 25 associates to consistently achieve sales targets.
  • Recruited, interviewed, hired, and coached team members, building a high-performing, customer-focused workforce.
  • Implemented structured training initiatives in partnership with regional leadership, elevating employee performance and customer satisfaction.
  • Organized and executed promotional events that increased foot traffic, strengthened brand visibility, and drove revenue growth.
  • Analyzed sales data and performance metrics to identify trends, inform strategic decisions, and optimize store revenue.
  • Redesigned store layout using data-driven insights to improve customer flow and increase average transaction value.
  • Collaborated with visual merchandising and marketing teams to enhance store presentation and elevate the customer experience.

Education

High School Diploma -

Willmar Senior High
Willmar, MN
06-2004

Skills

  • Order fulfillment
  • Helpdesk operations
  • Client support
  • Technical expertise
  • Data analysis
  • Problem solving
  • Team collaboration
  • Relationship management

Timeline

Fulfillment Support Agent

Automatiq
07.2024 - Current

New American Funding

Indeed
06.2023 - 07.2024

Client Success Specialist

Indeed
05.2020 - 06.2023

Account Executive/Client Success Specialist

Advanced Tax Solutions
12.2017 - 05.2021

E Commerce Manager

Kroger
09.2015 - 12.2018

Store Manager

Buckle
04.2011 - 08.2015

Store Manager

Body Central
02.2008 - 03.2011

High School Diploma -

Willmar Senior High
Sandra McDaniel