Kelly J Roberts
Santa Clarita,CA
Summary
Led complex non-profit fundraising initiatives and served as Account Director for major automotive clients across multiple advertising agencies. Conducted both primary and secondary market research to support strategic development. Delivered marketing analytics, business solutions, and integrated media strategies—including CRM, reporting, and database analysis—to drive revenue growth. Proficient in SQL-based platforms, predictive analytics tools, and time management software. Additionally trained in ESRI's ArcMap for advanced geospatial analysis.
Overview
44
44
years of professional experience
1
1
Certification
Work History
Exclusive Luxury Category Marketing
Berkshire Hathaway Estate Marketing
12.2021 - Current
- Analyzed homeowner and title data to identify high-probability purchase profiles and market opportunities.
- Developed compelling marketing materials to demonstrate potential home values, returns, and brokerage capabilities.
- Managed omnichannel campaigns across direct mail, email, and social media; maintained and operated a custom CRM system.
- Executed paid media strategies including social ad buys and select print placements to drive visibility.
- Created, analyzed, and reported media performance metrics using SQL-based analytics tools.
- Oversaw client relationship management including contracts, inspections, and legal documents in accordance with California state law.
- Conducted competitor analysis to identify and adopt innovative strategies.
- Actively participated in broker meetings to address trends and operational improvements.
Category Manager
Contractors Wardrobe
06.2019 - 12.2021
- Aligned field sales with analytics teams to optimize category performance and sales initiatives.
- Conducted market research using Nielsen, MRI, Forrester, and other tools to anticipate customer behavior.
- Designed and executed long-term development and exit strategies for product categories.
- Maintained vendor partnerships to secure competitive pricing and service quality.
- Managed inventory forecasting and replenishment to meet consumer demand.
- Positioned product lines strategically to enhance category growth and shelf visibility.
Senior Client Services Manager
Cisco (via Harte Hanks – Contract)
09.2018 - 06.2019
- Served as primary liaison for global direct response programs including direct mail, social, and experiential marketing.
- Managed global deployment of Cisco's Recommendation Model across key verticals.
- Designed A/B tests and campaign optimizations across direct and digital channels.
Lexus Account Supervisor
Team One Agency
02.2017 - 09.2018
- Directed CRM and direct response efforts across digital and print media for Lexus.
- Coordinated creative development and ensured project timelines met client needs.
- Designed and analyzed A/B testing programs across all channels.
- Led cross-functional teams including creative, project management, and media.
- Managed financials, budgets, and billing across account responsibilities.
- Conducted market trend and psychographic analyses to identify growth opportunities.
- Maintained compliance with DMA, CAN-SPAM, and GDPR guidelines.
Manager, CRM & Analytics
Walt Disney Studios (Alta Resources)
02.2015 - 08.2017
- Directed customer lifecycle strategies for Disney Movie Rewards (DMR) and digital programs.
- Led A/B testing and segmentation strategies for email and digital campaigns.
- Delivered executive-ready insights on user behavior and promotional engagement.
- Built predictive models (e.g., fraud detection, clustering) to support DTC strategy.
- Ensured data quality and compliance across all digital touchpoints.
- Used SQL and Tableau for campaign reporting and strategic analysis.
Acura Marketing Manager
Maritz
06.2012 - 11.2015
- Oversaw CRM and loyalty programs, including “Owners Off Lease” and new owner acquisition campaigns.
- Led all creative development, client briefings, and A/B testing.
- Conducted market share analysis using POLK data and presented findings to executive stakeholders.
- Developed strategies in collaboration with Acura management to increase loyalty and conversion.
- Built and managed CRM platforms and custom mailing databases using Salesforce and HubSpot.
Acura Account Supervisor
Rubin/Postaire Agency (RPA)
12.2009 - 04.2012
- Directed end-to-end execution of Acura's national direct marketing programs.
- Integrated demographic and behavioral data to optimize campaign targeting.
- Coordinated cross-channel strategy across TV, direct mail, and digital.
- Led research programs to monitor consumer trends and competitive shifts.
- Produced executive summaries using advanced analytics tools, including SQL, Tableau, and Nielsen.
- Taken to Maritz as part of the business deal
Director of Operations
Grizzard
06.2009 - 11.2009
- Oversaw production and account management teams supporting 30+ nonprofit clients.
- Managed list selection, segmentation, and donation tiering strategies.
- Led departmental profitability and pricing optimization.
- Conducted spatial analysis to identify untapped donor regions.
- Maintained high compliance and operational standards across two internal departments.
Manager, Database Marketing & Analytics
TEQUILA / TBWA / Chiat-Day
01.2008 - 06.2009
- Managed business database marketing and analytics for 13 major accounts.
- Integrated cross-coastal research findings into client strategies.
- Leveraged Claritas, Experian, Polk, and syndicated tools to refine targeting.
- Produced strategic marketing insights that informed client media planning and budgeting.
Manager, Database Marketing & Analytics
DDB Direct
03.2007 - 01.2008
- Led collaboration with clients and vendors for data-driven campaigns.
- Delivered comprehensive performance reports with actionable insights.
- Maximized a $1.7M marketing budget, achieving 3.0:1 ROI.
- Conducted consumer research using Forrester, Scarborough, and Gartner data.
Manager, Database Marketing & Analytics
Kaiser Permanente
01.2000 - 03.2007
- Directed lead generation for individual and small business healthcare plans.
- Managed CRM systems and marketing analytics under HIPAA compliance.
- Led a $3M budget and a team of six for campaign execution and reporting.
- Partnered with development teams on national web and data platform initiatives.
Direct Mail Management & Analytics
World Vision
01.1982 - 02.1998
- Managed direct mail fundraising and analytics for a large para-church nonprofit.
- Delivered consistent 3:1 ROI on marketing spend.
- Presented financials and ROI to senior leadership, recommending strategic improvements.
- Declined relocation to World Vision's new HQ in Washington State to remain near family.
Education
Bachelor of Arts - Ministry and Leadership
Life Pacific University
San Dimas, CA06-2025
Chaplaincy Certification - Ministry And Management
Life Pacific University
San Dimas, CA07-2025
Certificate Program - Public Speaking & Management
Dale Carnegie
Long Beach04-1996
Skills
- Experienced in data visualization with Tableau
- Skilled in utilizing Business Objects for data insights
- Skilled in database and audience segmentation
- Experienced with Nielsen and IMS platforms
- SQL programming for database management
- Experienced with Forrester and Gartner reports
- Experienced with HCL Unica for campaign management
- Proficient in SAS for analytics, artificial intelligence, and data management
- Trained in ESRI’s ArcMap
- Task delegation
- Staff management
- Staff training and development
- Complex Problem-solving
- Verbal and written communication
- Team leadership
- Time management
- Decision-making
- Customer service
- Documentation and reporting
- Relationship building
- Strategic planning
- Project management
- Cross-functional teamwork
- Project planning
- Customer relationship management (CRM)
- Staff development
- Conflict resolution
- Performance evaluations
- Business administration
- Marketing
- Product management
- Budget control
- Business planning
- Lead generation
- Clear communication
- Coaching and mentoring
- Data analysis
- Vendor management
- Competitor research
- Trend analysis
- Computer skills
- Positive attitude
- Attention to detail
- Multitasking
- Problem-solving
- Multitasking Abilities
- Excellent communication
- Organizational skills
- Customer relationship management
- Staff training
- MS office
- Interpersonal relations
- Employee development
Accomplishments
- Achieved 42% by completing reporting with accuracy and efficiency.
- Used Microsoft Excel to develop inventory tracking spreadsheets, as well as integrated tools
- Supervised team between 1, 6 - 35 staff members.
Languages
Fluent in English, conversational in French and Spanish
Certification
- California State Realtor
- Gaming License when working as the National Casino Marketer at Yaamava
Position past 10 years - but relevant in type
- Please note older and previous experience at companies such as Non-Profit World Vision, Blue Shield of California, SCAN Health Plan, Kaiser Permanente's work on small business, individual, medical, Medicare, and Medi-Medi, and many more.
LinkedIn Profile
www.linkedin.com/in/kelly-roberts-3ab6331
Won Manager of Year at Kaiser Permanente
Awarded “Manager of the Year” at Kaiser Permanente in recognition of outstanding leadership in employee training and revenue growth. Successfully implemented a comprehensive training program that elevated team performance and efficiency, while driving measurable increases in campaign ROI and departmental profitability. This achievement highlighted my ability to align strategic goals with operational execution, foster team development, and deliver significant business impact.
Timeline
Exclusive Luxury Category Marketing
Berkshire Hathaway Estate Marketing
12.2021 - Current
Category Manager
Contractors Wardrobe
06.2019 - 12.2021
Senior Client Services Manager
Cisco (via Harte Hanks – Contract)
09.2018 - 06.2019
Lexus Account Supervisor
Team One Agency
02.2017 - 09.2018
Manager, CRM & Analytics
Walt Disney Studios (Alta Resources)
02.2015 - 08.2017
Acura Marketing Manager
Maritz
06.2012 - 11.2015
Acura Account Supervisor
Rubin/Postaire Agency (RPA)
12.2009 - 04.2012
Director of Operations
Grizzard
06.2009 - 11.2009
Manager, Database Marketing & Analytics
TEQUILA / TBWA / Chiat-Day
01.2008 - 06.2009
Manager, Database Marketing & Analytics
DDB Direct
03.2007 - 01.2008
Manager, Database Marketing & Analytics
Kaiser Permanente
01.2000 - 03.2007
Direct Mail Management & Analytics
World Vision
01.1982 - 02.1998
Bachelor of Arts - Ministry and Leadership
Life Pacific University
Chaplaincy Certification - Ministry And Management
Life Pacific University
Certificate Program - Public Speaking & Management
Dale Carnegie
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