Years of experience: 11

Customer Data ManagementCRM managerCRM PlatformsCopywriterMarketingCustomer Service

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Tricia's Career Path
Ecommerce Operations SpecialistMay. 2024 -
Jul. 2025
Foley Family Wines & SpiritsEcommerce Operations Specialist
Los Olivos, California, United StatesManaged and optimized the digital storefront with Salesforce Commerce Cloud, overseeing product catalog, pricing, promotions, and merchandising. Analyzed site KPIs (traffic, conversion rates, AOV, SKU-level performance) to drive revenue growth. Supported site redesign projects through sprint planning, UAT, and deployment testing. Collaborated with SEM agency on campaign optimization and ROI i...
Lead, Customer SuccessMay. 2023 -
May. 2024
Foley Family Wines & SpiritsLead, Customer Success
Los Olivos, California, United StatesLed team through migration to Salesforce and SubscribePro, ensuring smooth transition from BC Nav. Identified order failure issue and implemented a workaround that recovered $1M+ in revenue before a permanent fix. Awarded Employee of the Quarter in first year on the DTC team. Prevented duplicate customer charges through Excel-based system improvements. Coordinated quarterly wine release tasti...
Lead, Customer SuccessMay. 2023 -
Present
Foley Family WinesLead, Customer Success
Los Olivos, California, United States

Tricia's Posts

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    How I can help you

    Identify workflow bottlenecks and provide actionable advice to improve systems. I simplify complex issues and have a proven track record of boosting profits significantly. Expert in workflow reorganization.

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    People I am looking for

    Ideal clients: - Individuals or teams - Committed to identifying workflow slowdowns - Focused on process improvement for better employee and customer experiences

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    Experience & Cases

    Achievements & Clients: - Led a platform transition improving efficiency - Recovered over $1M in revenue - Experienced educator - Clients: Foley Family Wines & Spirits, Allan Hancock College

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    How to contact

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