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.
Salt Lake City, UT
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
Lehi, Utah
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
Provo, UT
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
Lehi, UT
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
Salt Lake City, UT
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