Results-driven leader with extensive experience at Joseph Phelps Vineyards, specializing in team management and strategic planning to drive business growth and operational efficiency. Proficient in technology tools such as AMS and Commerce7, leveraging expertise to enhance customer satisfaction and promote professional development. Exceptional communication and problem-solving skills underpin a commitment to excellence within the organization.
Overview
26
26
years of professional experience
1
1
Certification
Work History
DTC Relations Manager
Joseph Phelps Vineyards
Saint Helena, CA
06.2007 - Current
Progressed through roles from Customer Service Representative to DTC Relations Manager, gaining extensive expertise in customer service, wine club coordination, and team leadership.
Strategically maximized visitation and revenue for Home Ranch properties by fostering referral partnerships and identifying new business opportunities.
Oversaw Customer Service, Guest Experience, and Outbound Sales teams, ensuring exceptional service and achieving sales and operational objectives.
Developed and implemented a referral program, ensuring accurate tracking and collaboration across departments.
Spearheaded the integration of a new CRM database, streamlining operations and improving efficiency.
Managed the 10,000-member wine club, including budgeting, forecasting, and cross-departmental collaboration for an Omni-channel approach.
Recruited, trained, and mentored staff, fostering professional growth and maintaining company standards.
Created cross-training protocols to enhance collaboration between DTC departments and guide teams daily.
Conducted sales presentations, pitches, and lead-generation efforts to grow revenue and brand recognition.
Enhanced customer satisfaction through feedback analysis and a service excellence program.
Led budgeting, forecasting, and strategic planning to achieve company objectives, ensuring efficient workflows and resource optimization.
Seamlessly assumed Director-level responsibilities upon retirement, demonstrating adaptability and leadership.
Proven ability to deliver on performance targets, mentor teams, and align strategic initiatives with company goals, contributing to sustained business growth and operational excellence.
WIC Representative
State of Idaho
Coeur d'Alene, ID
11.2006 - 05.2007
Nutrition, education, and counseling
Updated and reviewed confidential client charts
Clinical and dietary assessments of pregnant women, postpartum women, and children under five
Interview and qualify perspective clients
Maintain financial eligible requirements for state funded program
Monitor, review, and schedule client appointments
Assistant Tasting Room Manager
Imagery Estate Winery
Glen Ellen, CA
05.2005 - 10.2006
Responsible for daily duties, cash in/open, cash out/close
Host private tastings
Count monthly inventory
Participate in special events
Editing weekly payroll
Responsible for security of the building
Assistant Housekeeping Manager
Fairmont Hotels & Resorts
Sonoma, CA
10.2000 - 05.2005
Managed and directed team of over 100 Housekeepers, Spa Housekeepers and Laundry personnel
Planned vacations and schedules
Maintained payroll and personal records
Analyzed labor productivity on a weekly basis
Motivated and guided staff
Conducted monthly inventories to ensure budget guidelines were met
Monitored monthly consumption, budgets, and checkbooks for the department
Interviewed and analyzed qualifications of suitable applicants
Developed training programs and implementation of new standards to all colleagues
Responsible for coaching, training and disciplining team
Worked at the Fairmont San Francisco during a labor dispute
Started at the Fairmont Sonoma Mission Inn as a Front Desk Agent, transitioned to Sales Coordinator, Housekeeping Coordinator, and finally Assistant Housekeeping Manager
Learned how to ensure operations ran smoothly, how to resolve guest complaints, manage high-profile and celebrity guests while going above and beyond Guest expectations
Travel Agent
All Seasons Travel
Eagle River, AK
06.1999 - 09.2000
Reserved tours cruises, airline, and car rentals for corporate and private parties
Interface daily with travel representatives
Responsible for corporate travel accounts
Wholesale Travel Agent
ValuTravel
Anchorage, AK
11.1998 - 06.1999
Interfaced with management team to increase sales and accounts
Reserved airline travel for over 50 travel agencies
Provided training for new employees
Education
Trade school in Travel Agent Cerificate -
Travel Academy
Anchorage, AK
12.1998
Skills
Key Skills
Leadership & Team Management: Recruiting, training, coaching, and mentoring teams; conflict resolution; goal setting; performance reviews
Operations & Strategic Planning: Budgeting, forecasting, process improvement, and cross-departmental collaboration
Technology Proficiency: AMS, Commerce7, ShipCompliant, TOCK, and other CRM/database tools
Business Development: Relationship management, business growth strategies, and customer satisfaction programs
Administrative Excellence: Payroll, time management, documentation, reporting, and regulatory compliance
Communication & Decision-Making: Strong verbal and written skills, with a focus on effective collaboration and strategic problem-solving
Certification
Food Handler Certification
ECornell Leading a Culture of Service Excellence Certificate
References
References available upon request.
Timeline
DTC Relations Manager
Joseph Phelps Vineyards
06.2007 - Current
WIC Representative
State of Idaho
11.2006 - 05.2007
Assistant Tasting Room Manager
Imagery Estate Winery
05.2005 - 10.2006
Assistant Housekeeping Manager
Fairmont Hotels & Resorts
10.2000 - 05.2005
Travel Agent
All Seasons Travel
06.1999 - 09.2000
Wholesale Travel Agent
ValuTravel
11.1998 - 06.1999
Food Handler Certification
ECornell Leading a Culture of Service Excellence Certificate
Trade school in Travel Agent Cerificate -
Travel Academy
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