Heather Tran Email & Phone Number
@stackline.com
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Who is Heather Tran? Overview
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Heather Tran is listed as Director of Customer Operations and CRM (Salesforce) at Stackline, a company with 254 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at stackline.com and a matched LinkedIn profile for Heather Tran.
Heather Tran previously worked as Senior Salesforce and Revenue Administrator at Stackline and Senior Salesforce Administrator at Apree Health. Heather Tran holds Bachelor'S Of Arts, Sociology from Fort Hays State University.
Email format at Stackline
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AeroLeads found 1 current-domain work email signal for Heather Tran. Compare company email patterns before reaching out.
About Heather Tran
As a certified Salesforce Administrator with 5+ years' experience in sales operations, I specialize in strategic planning, pipeline analysis, and cross-functional collaboration to develop enterprise-wide solutions. My expertise includes optimizing CRM solutions and driving growth for startups and established organizations alike.At Vera Whole Health, I served as the primary technical administrator for Salesforce Sales Cloud, Service Cloud, Marketing Cloud, and related tech stack. I refined the sales path and process, reducing the sales cycle by 36% and architected significant upgrades to the CRM to better serve multiple departments. I have a strong background in cross-functional collaboration, project management, and developing business requirements for system improvements that increase velocity and the probability of a win.In addition to my technical expertise, I am a skilled communicator and collaborator, able to work across departments and with vendors to achieve sales objectives and drive revenue growth. I bring a strategic mindset, technical expertise, and strong collaboration skills to the table, and I am passionate about optimizing sales operations and driving CRM growth.
Listed skills include Training, Sales, Customer Service, Microsoft Office, and 23 others.
Heather Tran's current company
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Heather Tran work experience
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Senior Salesforce And Revenue Administrator
Current
Senior Salesforce Administrator
- Architected significant upgrades to CRM that improved service to multiple departments, including sales, customer success, and C-suite, resulting in a 36% reduction in the sales cycle. Also contributed to an improvement.
- Served as primary technical administrator for Salesforce Sales Cloud (with CPQ), and related tech stack, overseeing growth from 3 to 350 users. Served as second technical administrator for Service Cloud and Marketing.
- Created and expanded reports and dashboards, utilizing collected data sets to deliver actionable insights to the Board.
- Oversaw planning and migration from classic to lightning and Professional Edition to Enterprise Edition, reducing support activities and ensuring a smooth transition. Contributed to change control, release management.
- Tracked key performance indicators, ensuring targets were achieved, and managed trusted vendor relationships. Partnered with Operations team members to develop reporting and vision for a more integrated system aligning.
Salesforce Administrator
Salesforce Admin & Sales Coordinator
Retail Sales Consultant
- Met and exceeded quarterly sales and customer experience KPIs for wireless and wired solutions including phones, tablets, wearables and home entertainment
- Maintained on-going customer relationships, handled situations which may require adaptation of response or extensive research for customer issue resolution
- Demonstrated wireless products and services to customers
- Built a complete entertainment solution to fit customer needs
- Key-holder of all store operations including cash management, company assets and store assigned inventory
- Successfully executed total of 10+ local events to drive business back to retail locations
Provider Support Specialist
- First line provider support for submitted health insurance claims
- Resolved problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems by routing and tasking as appropriate and protecting PHI
- Fulfilled requests by clarifying claim status and information; completing transactions; forwarding requests
- Completed a detailed analysis of incoming contract requests via credentialing report, Contract Application requests, or Custom Approval Form to determine the need for contract creation, appropriate documentation.
- Contacted Provider’s office to follow up on specific contracting requests orissues including participation in programs and networks
- Provided feedback, training, and process improvement ideas to partner departments in issues relating to contracting
Zoomcare Associate
- Greeted and prepared patients for their visit with the provider by obtaining and recording their vital signs and other information such as height, weight, drug allergies, current medications and presenting problem
- Assisted with diagnostic tests and clinical procedures such as venous and capillary invasive procedures for blood draws, intradermal (including skin tests), subcutaneous and intramuscular injections
- Managed patient flow, ensuring enough time for patient and family education
Colleagues at Stackline
Other employees you can reach at stackline.com. View company contacts for 254 employees →
Kan-Fu Lee, Cpa
Colleague at StacklineGreater Seattle Area, United States
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Megan Murphy
Colleague at StacklineSeattle, Washington, United States, United States
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Feifan Tang
Colleague at StacklineRedmond, Washington, United States, United States
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Ericka Cantave
Colleague at StacklineSeattle, Washington, United States, United States
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Greg Wolny
Colleague at StacklineGreater Cleveland, United States
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CF
Caleb Freed
Colleague at StacklineSeattle, Washington, United States, United States
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Matias Ferro
Colleague at StacklineBuenos Aires, Buenos Aires Province, Argentina, Argentina
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Andrew Eldenburg
Colleague at StacklineSeattle, Washington, United States, United States
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Nancy Morgan
Colleague at StacklineLondon, England, United Kingdom, United Kingdom
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John Ugatz
Colleague at StacklineManhattan, New York, United States, United States
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Heather Tran education
Bachelor'S Of Arts, Sociology
Education record
Frequently asked questions about Heather Tran
Quick answers generated from the profile data available on this page.
What company does Heather Tran work for?
Heather Tran works for Stackline.
What is Heather Tran's role at Stackline?
Heather Tran is listed as Director of Customer Operations and CRM (Salesforce) at Stackline.
What is Heather Tran's email address?
AeroLeads has found 1 work email signal at @stackline.com for Heather Tran at Stackline.
Where is Heather Tran based?
Heather Tran is based in Seattle, Washington, United States while working with Stackline.
What companies has Heather Tran worked for?
Heather Tran has worked for Stackline, Apree Health, At&T, Regence Bluecross Blueshield Of Oregon, and Zoomcare, Pc.
Who are Heather Tran's colleagues at Stackline?
Heather Tran's colleagues at Stackline include Kan-Fu Lee, Cpa, Megan Murphy, Feifan Tang, Ericka Cantave, and Greg Wolny.
How can I contact Heather Tran?
You can use AeroLeads to view verified contact signals for Heather Tran at Stackline, including work email, phone, and LinkedIn data when available.
What schools did Heather Tran attend?
Heather Tran holds Bachelor'S Of Arts, Sociology from Fort Hays State University.
What skills is Heather Tran known for?
Heather Tran is listed with skills including Training, Sales, Customer Service, Microsoft Office, Coaching, Time Management, Management, and Research.
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