Summary
Overview
Work History
Education
Skills
Timeline
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Suzanne Roberds

Lehi,UT

Summary

Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

13
13
years of professional experience

Work History

Director of Client Engagement

Private Wealth Law Group, P.C.
05.2023 - Current
  • Strengthen law firm in marketing and sales efforts of new clients; fully executing all agreements upon engagement including drafting entities and asset transfers
  • Manage every aspect of the client experience ensuring all compliance meetings and ensuing tasks are fulfilled quarterly and annually
  • Work closely with leadership in hiring process and onboarding of new employees
  • Provide executive level support to firm president and founder

Executive Assistant, Sales Trainer, Brand Manager

Franchise Innovations
03.2019 - 05.2023
  • Managed hundreds of franchise projects with nine c-level executives including external communications, virtual and physical events, and software management
  • Trained franchisees on business launch and development
  • Enrolled patients into appropriate wellness plans and coached them through their process
  • Managed various wellness brands including weight optimation, genetic testing and CBD products

Project Manager

Ion Solar
03.2018 - 03.2019
  • Oversaw high profile projects from procurement to commission through planning, designing, and scheduling efforts
  • Fostered positive working relationships with contractors to meet project objectives
  • Orchestrated projects within strict timeframes and budget constraints by solving complex problems and working closely with senior leaders

Mind Body Coach

Suzeqfit
04.2015 - 03.2018
  • Delivered weight release and body contouring results to clients through training habits and proper nutrition
  • Educated clients on lifestyle and mindset strategies to enhance performance
  • Promoted stretching, mobility work and proper form to help clients safely build strength

Mental Health Technician

Salt Lake Behavioral Health
09.2011 - 04.2015
  • Assisted and counseled hundreds of patients daily
  • Coordinated with medical professionals to provide appropriate input and effectively formulate and implement treatment plans for patients
  • Assisted with patient restraint and seclusion scenarios to create safe environment for patient and medical personnel

Education

Bachelor of Science - Marriage, Family And Human Development

Brigham Young University
Provo, UT
04.2001

Skills

  • Organizational Development
  • Project Management
  • Sales Trainer & Onboarding
  • Presenter & Moderator
  • Google Suite & MS Office
  • Technical Management
  • Event Management
  • Marketing Design
  • Marketing & Sales Automation
  • Wellness Coach
  • Brand Management
  • Executive Assistance

Timeline

Director of Client Engagement

Private Wealth Law Group, P.C.
05.2023 - Current

Executive Assistant, Sales Trainer, Brand Manager

Franchise Innovations
03.2019 - 05.2023

Project Manager

Ion Solar
03.2018 - 03.2019

Mind Body Coach

Suzeqfit
04.2015 - 03.2018

Mental Health Technician

Salt Lake Behavioral Health
09.2011 - 04.2015

Bachelor of Science - Marriage, Family And Human Development

Brigham Young University
Suzanne Roberds