- Collaboratively design and deploy new hire onboarding program including systems, tools, and process training to be used in the Sales and CS space accommodating a hiring cadence of over 100 per year.- Create and deploy collateral and content for GTM teams.- Design and assign learning content for new hires and ongoing training during product and process adjustments.- Lead and affect process changes to align with company needs and changing environments.- Own and optimize tool stack to be used by Sales and Customer Success teams. Manage vendor inquiries, develop initial onboarding and ongoing training programs to produce positive learning outcomes for a tech stack of over 15 actively used tools.- Drive initiatives to create alignment between departments and foster agreement in response to shifting business needs during a company-wide model-pivot.- Maintain and provide accurate analytics and insights to go-to-market teams to enable the business to lead with data and adapt to a rapidly changing market.

- Receive and welcome new clients to CRM platform acting as point of contact through the Onboarding Process- Assist in early adoption process including initial website setup, IDX feed integration, admin training, and best practices.- Manage projects as a liaison for Enterprise level clients, establishing framework and initial protocols for new team owners and agents.- Ideated new, more efficient protocols for Onboarding of smaller clients utilizing Webinar platforms and offline tracking.- Manage new client accounts to successful adoption and facilitated any necessary adjustments and customizations to fit new client needs.- Create and automate detailed marketing campaigns via professional services and actively report on lead engagement and generation.- Assisted with the design and implementation of IDX-fed website via proprietary CMS tool and train new clients on both design and functionality.- Facilitated adoption of digital lead-generation campaigns via Google and Facebook ad platforms.

- Define, document, and socialize new and changing processes for Sales, Care, and Finance as they pertain to pre-sale and post-sale requirements.- Manage incoming sales requests for deployment within departmental parameters and SLA.- Evaluate and adjust interdepartmental processes and procedures as needed.- Audit and approve final deployment of product and manage account entitlements and reconciliation.

- Received and evaluated customer and sales requests for product support and training.- Managed inbound request volume engaging appropriate departments/skilled agents to deliver resolutions in line with customer needs.- Maintained an average NPS score of 82.5% against a company average of 72%.- Accurately identified and reported trends and common issues utilizing data and customer feedback.- Proactively supported major and key accounts on an outbound basis, working closely with Sales Representatives and Customer Success team members.

- Maintained and oversaw monthly sales and budgets were achieved.- Conducted vineyard tours and organized special events at the winery and tasting room.- Managed projects as a liaison for intercompany cooperative efforts.- Organized front of house staff duties for special events and Banquet Event Orders.- Followed detailed instructions on setup, appearance, maintenance, function, and break-down of events of up to 1,000 guests.- Met all company-specified requirements regarding guest service and relations

- Established sales strategies and promotions.- Developed and maintained digital marketing and customer retention concepts.- Generated and analyzed product sales reports to optimize effective sales practices.- Organized and balanced cash holdings at opening and closing.- Ordered and received shipments of relevant product.- Conducted thorough inventory audits.