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Mark Roberson

@markroberson

Implementation, onboarding & operations professional focused on client adoption, workflow improvement, problem-solving and AI-enabled systems.

United States

Message

What I'm looking for

I’m looking for a fully remote role in implementation, onboarding, customer enablement, or client operations. I enjoy helping clients adopt new systems, solving workflow challenges, and improving processes. I value meaningful work, strong culture, good benefits and PTO, and a company that trusts its people and positively impacts those it serves.

I’m an implementation, onboarding, and operations professional with 15+ years of experience helping customers adopt new processes, solve problems, and get more value from the tools they use. At LAWYER.COM, I support onboarding and adoption across a portfolio of 300+ partner law firms, managing discovery, troubleshooting, workflow changes, and client support.

I’m also the founder of 10 Talents Consulting Group, where I designed and implemented an AI-assisted planning engine that reduced a roughly three-hour process to about 30 minutes. Earlier in my career, I supported enterprise accounts including Walmart, Home Depot, Best Buy, O’Reilly Auto Parts, and Family Dollar while helping drive digital adoption and process improvements.

I’m especially interested in remote implementation, onboarding, customer enablement, and client operations roles where I can combine customer-facing problem solving with process improvement and technology.

Experience

Work history, roles, and key accomplishments

Current

Founder | AI Systems & Implementation Lead

Current

10 Talents Consulting Group

Apr 2026 - Present (6 months)

Designed and implemented an AI-assisted Financial Freedom Plan engine, reducing planning cycle time by 83%. Built an integrated client operating ecosystem covering intake, budgeting, plan generation, scheduling, payments, and back-office workflows.

AI Systems Implementation Workflow Design Requirements Gathering Testing Process Improvement

Current

Customer Service Representative

Current

Lawyer.com

Dec 2024 - Present (1 year 10 months)

Supports onboarding, adoption, and client-success activities across a 300+ partner law-firm portfolio. Manages 50+ daily client interactions, including discovery, triage, and de-escalation.

Client Onboarding Customer Success CRM Troubleshooting De escalation Digital Adoption Workflow Design Cross Functional Collaboration

Current

Founder & Property Solutions Consultant

Current

Cornerstone Acquisitions

Jan 2009 - Present (17 years 9 months)

Built a relationship-driven business generating approximately $80K in annual revenue through consulting, recurring client engagements, sales, and service expansion. Managed client relationships from discovery through service coordination and follow-up.

Consulting Sales Customer Relationship Management Upselling Service Coordination

Assistant Area Manager of Operations

Collegiate Marketing (Bedloft.com)

Aug 2011 - Nov 2024 (13 years 3 months)

Managed multi-location seasonal operations while recruiting, training, coaching, and supervising 15+ team members. Coordinated staffing, workflow execution, customer service, and day-to-day issue resolution.

Operations Management Team Leadership Training Coaching Staffing Customer Service

Strategic Support Manager

SMS Assist

Dec 2012 - Jul 2016 (3 years 7 months)

Coordinated service verification across enterprise accounts including Walmart, Home Depot, Best Buy, O'Reilly Auto Parts, and Family Dollar. Drove portal adoption and supported rollout of SMS ONE mobile application, increasing QA productivity by 60%.

Vendor Management Portal Adoption Workflow Optimization QA Mobile Application Support Cross functional Coordination

Education

Degrees, certifications, and relevant coursework

AFCPE

AFC® Education / Coursework, Finance

2026 -

Completed AFC® education coursework covering personal finance, financial counseling, budgeting, debt management, credit, consumer protection, insurance, investing, retirement, and the financial counseling process. Currently working toward completion of the AFC® certification requirements.