Jim Walker, MBA
Implementing Salesforce CRM since 2004, Jim is laser focused on setting new levels of wine industry excellence as it evolves its marketing and sales strategies. Jim is a 4x certified Salesforce and Pardot consultant and administrator.
We’re honored to collaborate with Paul Leary with 20 years of winery executive leadership with deep Salesforce knowledge. He excels at calling out the best in winery teams resulting in stellar results and digital reinvention. Paul is the Founder & Principal at Assemblage Strategy Group.
Chief technology architect
George brings deep Salesforce, ETL, and logistics experience to our design opportunities. He is responsible for the master plans that integrate all of our systems. James is honored to have collaborated with George for over 10 years.
certified salesforce architect
Paul manages all of our Salesforce development, objects, and automation. He is also Financial Force certified leveraging reporting and dashboards for winery operational teams. Paul is also principal at Coalesence. 6x Salesforce Certified, 6x Salesforce Ranger, 4x Conga Certified.
CERTIFIED PARDOT CONSULTANT
Implement Pardot configuration and integration. Gather requirements and develop user stories to identify configuration needs. Train clients on Pardot functionality and best practices. Manage and optimize Pardot instances to enhance functionality and scalability.
website, marketing, and ecommerce
Dan Ceresia, MBA
Dan collaborates with us and drives winery digital marketing platforms at high speed. A Wine Business MBA from Sonoma State University, Dan empowers wineries to leverage all digital spaces to drive the lead to customer conversion cycles. He’s at the front lines digital marketing as well as the founder of The Little Design Group.
Ansu Rogers, MS
Certified Salesforce Developer and Administrator. Certified Scrum Master.
ETL solutions architect
Talend, AWS, MySQL, workbench, Postman, Altassien (Jira/confluence), Zendesk and Salesforce..
CERTIFIED marketing cloud consultant
-Salesforce Marketing Cloud data model implementation.
-Create/implement Marketing Cloud solutions.
-Salesforce Marketing Cloud implementation.
-Use SQL to create highly segmented lists.
Experienced marketing advocate with a demonstrated history of working in marketing and advertising. University of Dallas BA candidate.
Salesforce developer and administrator specializing on complex automation Flows.
CERTIFIED salesforce administrator
Expert report and dashboard designer and Salesforce administrator.
Valerie Walker organizes all financial and account matters.
Allen prepares and analyzes all things financial and regulatory.
Supporting our client information cycles, Mark brings years of DTC and wholesale experience to our team.