SUMMARY:
Salesforce.com expert with 22 years of experience in administration and development. Organized, detail-oriented business analyst experienced in gathering business requirements for database design, implementing database customizations, and maintaining data integrity.
EXPERIENCE:
2019-2026 ORION WINE SOFTWARE Santa Rosa, CA
Product Manager
Design and development of Salesforce.com OEM application for wineries to manage wholesale sales, inventory, and allocations.
Creation of custom objects, fields, formulas, pages, validation rules, reports, dashboards, automation (Flow), permissions, and security models.
Produced all design specifications.
Managed all QA testing and UAT, and provide all customer support.
2009-2018 CONTRACTOR / SALESFORCE.COM CONSULTANT Santa Rosa, CA
Salesforce.com Administrator / Business Analyst
Provided development and administration services on Salesforce.com to several local -wineries. Non winery clients included financial services, pharmacy services, and organic personal-care products.
Designed and implemented customized solutions for wineries to manage sales, inventory, allocations, commissions, wine club sales and processing, web inquiries, and tasting room reservations.
Complex report and dashboard development.
2006-2008 DATALLEGRO, INC. Aliso Viejo, CA
Salesforce.com Administrator / Business Analyst
Responsible for designing database customizations to support marketing programs, PR tracking, lead development, sales analysis, and customer service metrics.
2004-2005 INTUIT, INC. Santa Rosa, CA
Salesforce.com Administrator / Business Analyst
Worked with sales and marketing managers to optimize lead management, opportunity forecasting, and marketing efficiency.