Colette Roberge
Surprise,AZ
Summary
Sales and marketing leader with proven success driving revenue growth and brand recognition. Skilled in strategic planning and market analysis. Strong team collaborator with focus on achieving results and adapting to changing business needs. Known for effective communication, innovative problem-solving, and building strong client relationships.
Overview
18
18
years of professional experience
Work History
Director of Sales and Marketing
CarePartners Senior Living
05.2018 - Current
- Develop comprehensive sales plans for business growth.
- Analyze sales and marketing data for improved strategies.
- Facilitate business by implementing practical networking techniques.
- Recruit, interview and hire employees for other CarePartners communities in Arizona
- Analyze industry trends and competitor activities to inform strategic decision-making and maintain a competitive edge.
- Cultivate long-term partnerships with key industry influencers, strengthening the company''s credibility in the marketplace.
- Build relationships with customers and community to establish long-term business growth.
- Organize promotional events and interact with community to increase sales volume.
- Work directly with digital marketing agency for input on appropriate ads for the local market.
- Spearheaded expansion into new territory.
Community Liaison
Cascade In-Home Care
07.2015 - Current
- Responsible for establishing and maintaining relationships with referral partners within assigned territory
- Host in-service meetings with key members of referral partner teams
- Maintain database of key contacts
- Observe client assessments
- Strengthened community partnerships by organizing and attending collaborative events.
- Work collaboratively with Care Managers and other office staff to assure high levels of customer service for clients and referral partners
- Communicated with community members to assess concerns or current issues and identify corrective measures.
- Prepare weekly and monthly marketing reports
- Enhanced community relations by developing and implementing comprehensive outreach programs.
Operations Specialist
Terwedo Financial Services
02.2013 - 05.2015
- Duties include preparation and processing of all necessary paperwork for new client accounts, asset transfers, distribution requests, 401(k) rollovers, stock transfers and insurance claims
- Ensure all client files are accurate and compliant
- Responsible for maintaining company record upkeep, logistical support and document management for all team members
- Ensure office isup to date on all state licensing, CE credits, professional designations & securities licenses
- Prepare monthly compliance reports & maintain company procedures manual
- Plan and coordinate corporate client events
- Preparation for and assistance with annual broker-dealer audits
- Consistently met deadlines for regulatory filing requirements, contributing to the company''s reputation for compliance and transparency.
- Improved financial operations by streamlining processes and implementing automation tools.
Sole proprietor
CR Books Bookkeeping
01.2007 - 01.2015
- Managed accounts payable and receivables for multiple small businesses.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Established QuickBooks accounting system to reflect accurate financial records.
- Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
- Generated detailed financial reports for management review.
Bookkeeper
Carter&Company CPA's
01.2010 - 01.2013
- Responsible for accounts receivable/payable, invoicing, general ledger recording, tax reporting, profit and loss reports, tracking of monthly cash flow and expenses, and small business account balancing for 50+ companies
- Uphold and exceed professional expectations with various accounting professionals
- Work directly with state agencies on behalf of clients to ensure timely tax reporting and discrepancy resolution
- Payroll preparation for company employees, manage company 401(k) plans, prepare and file monthly revenue reports and quarterly payroll tax reports
Education
Diploma -
Monroe High School
General Studies -
Edmonds Community College
Skills
- Efficient Learner
- Versatile Team Player
- Partnership development
- Optimistic Mindset
- Enthusiastic Contributor
- Self-Motivated Task Management
- Effective Team Collaboration
- Strong Organizational Abilities
- Strong Time Management
- Effective Troubleshooting Skills
- Positive Interpersonal Skills
- Referral marketing
- Competitor analysis
Timeline
Director of Sales and Marketing
CarePartners Senior Living
05.2018 - Current
Community Liaison
Cascade In-Home Care
07.2015 - Current
Operations Specialist
Terwedo Financial Services
02.2013 - 05.2015
Bookkeeper
Carter&Company CPA's
01.2010 - 01.2013
Sole proprietor
CR Books Bookkeeping
01.2007 - 01.2015
General Studies -
Edmonds Community College
Diploma -
Monroe High School
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