Colleen Robertson⭐️

Visionary
DISC Type : Ds

Chief Digital Business Officer (CDBO) at Vital Virtual Assistant

United States

Overview

Colleen is a sales, marketing, and customer success expert with over two decades of experience across the tech and nonprofit sectors. Colleagues describe her as positive, energetic, and passionate about helping customers and teams. She holds a Bachelor of Science from the University of Phoenix.

She is a passionate advocate for social justice, having served as a Marketing Director for a crisis center supporting victims of domestic violence. Her online presence reflects a deep commitment to humanity, empathy, and speaking out against injustice.

Unique fact: Colleen actively champions hiring women over 50, publicly speaking out against ageism in the workplace.

Personality Overview

Goal-Oriented

Fast But Thoughtful

Risk Tolerant

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Customer Success
Her career is centered on customer success, focusing on aligning solutions with client business objectives to drive adoption and ensure positive outcomes.
Strategic Marketing
She has over 20 years of expertise in creating websites, content, email marketing, and social media management for both tech companies and nonprofit organizations.
Social Justice
Demonstrated through her work at a trauma-informed social justice crisis center and her passionate online posts about humanity, empathy, and ending racism.

Media Appearances

Colleen has no verified media appearances

Work History

7-2023
Chief Digital Business Officer (CDBO) at Vital Virtual Assistant
8-2021 - 6-2023
Customer Success Manager at VMware
1-2017 - 7-2021
Director of Marketing and PR at A Community For Peace
10-2010 - 5-2016
Customer Success, Sales and Marketing Manager at Fidelity National Financial
2-2007 - 12-2009
Customer Success and Sales Manager at OSRAM (LedEngin was primary employer, sold to OSRAM)

Education

Bachelor of Science - BS from University of Phoenix

More Information

Social Presence :

Prographics :

Exp : 17 Location : United States Job Level : Leadership Designation : Chief Digital Business Officer (CDBO) at Vital Virtual Assistant
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Insights For Selling To Colleen

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • During followups, use phone or text if needed, they should be fine
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Colleen is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Colleen

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Colleen move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Colleen take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Colleen

Personality Compatibility


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