Team

Founder

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.

brand strategist

Paul Leary

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 Heard

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 developer

Akshay Dhiman

7x Salesforce Certified Expert

Salesforce Certified Platform App Builder Salesforce Certified Identity and Access Management Designer Salesforce Certified System Architect Salesforce Certified Development Lifecycle and Deployment Designer Salesforce Certified Integration Architecture Designer Salesforce Certified Platform Developer II Salesforce Certified Platform Developer I

CERTIFIED PARDOT CONSULTANT

Alon Margovsky

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.

Joaquin Arcardini
salesforce developer

Joaquin Arcardini

Certified Salesforce Developer and Administrator. 

ETL solutions architect

Ashutosh Nalin

Talend developer and full-stack developer.

Sales director

Mark Lloyd

Supporting our client information cycles, Mark brings years of DTC and wholesale experience to our team.  

accounting

Valerie Walker

Valerie Walker organizes all financial and account matters.

Talend and salesforce developer

Nyrline Guerrier

Salesforce developer.  Talend API developer.

Scroll to Top