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Rian Heffernan Email & Phone Number

Salesforce Administrator at Sharp Health Plan
Location: San Diego Metropolitan Area, United States 7 work roles 1 school
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Current company
Role
Salesforce Administrator
Location
San Diego Metropolitan Area, United States
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Quick answer

Rian Heffernan is listed as Salesforce Administrator at Sharp Health Plan, a with 175 employees, based in San Diego Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Rian Heffernan.

Rian Heffernan previously worked as Salesforce Administrator at Talentstacker | Salesforce Career Development Program and Salesforce Administrator at Home Bay. Rian Heffernan holds Bachelor Of Arts - Ba, Political Science And Government from California State University, Chico.

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Sharp Health Plan

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Profile bio

About Rian Heffernan

I am a Salesforce Professional with more than 15+ years of experience in customer success as a Customer Service Manager and Client Success Specialist utilizing the incredible process driven customizations, automations, & strategic business insights that the Salesforce platform offers.I have led and developed both internal and external service facing organizations. As a Salesforce Administrator I enjoy leveraging Salesforce to build versatile business solutions to increase the productivity and efficiency of departments and their employees. One solution our team helped to provide was a compliance issue in regards to leads. Executive management decided they would add a new service offering in the state of Washington. However the business problem we had to solve was that due to compliance, leads had to be organized by the state. We used Salesforce to solve the compliance issue by implementing Email-to-Case, Gmail Forwarding, Roles, Public Groups, Queues, Omni-Channel Lead Routing. In addition, we also configured Process Builder for Customer Inquiries, Sales Inquiries, and Lead Routing Rules resulting in full state compliance. My personal core values are integrity, responsibility, loyalty, honesty, and respect for all people and I allow these values to define who I am and who I strive to be.

Listed skills include Leadership, Customer Focused Service, Project Management, Quality Control, and 12 others.

Current workplace

Rian Heffernan's current company

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Sharp Health Plan
Sharp Health Plan
Salesforce Administrator
san diego, california, united states
Employees
175
AeroLeads page
7 roles

Rian Heffernan work experience

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Salesforce Administrator

Current

San Diego, California, United States

Administering Salesforce (Sales, Service & Health Cloud) to operationally support a top rated regional commercial not-for-profit health insurance plan in an enterprise environment.Actively engaging decision makers, systems owners, and end users to define business requirements and systems goals, to identify and resolve business systems issues.Knowledge expert in cross-functional teams that address strategic business issues involving CRM operations.Requirement gathering operative with key stakeholders to help identify enhancements to business processes supported by existing and/or new system features and functionalities.Responsible for system security, new user set up, user deactivation, maintaining system licenses, user training, process documentation, and managing external vendors and consultants.

Nov 2020 - Present

Salesforce Administrator

Currently training for Salesforce Administrator credentialing via Salesforce Trailhead along with acquiring a full breadth relevant and related skills to the Salesforce ecosystem.

Jan 2020 - Apr 2021

Salesforce Administrator

Operationally supported service and customization of Salesforce Sales Cloud & Service Cloud for 30+ employees. User provisioning / de-provisioning, along with process automation through process builder. User supportive in troubleshooting issues that end users faced when dealing with regular production customizations. Customized a refactoring of SMS Implementation to add context for new contacts and reduce orphaned records while simplifying back-end-management of notifications to the appropriate parties through the new Custom Notifications Feature (summer '19 release). Customized a new service offering in a new state by organizing leads by state for full state compliance. Customized Process Builder for Customer Inquiries, Sales Inquiries, and Lead Routing Rules. Also, implemented Email-to-Case, Gmail Forwarding, Roles, Public Groups, Queues, Omni-Channel Lead Routing.Supported an integration project with a new service offering of mortgage services. This was an integration project using a middle-ware (Zapier) to capture leads from a landing page into Salesforce by defining UTM parameters and applying UTM's as hidden fields and finally mapping UTM hidden fields to appropriate Salesforce leads. This allowed the Mortgage Loan Officers to work out of our existing Salesforce org to convert the leads to customers.

Aug 2019 - Jan 2020

Customer Service Manager

Greater San Diego Area

Continuation of core responsibilities of a Qualcomm Administrative Supervisor due to department outsourcing. Crafted an additional role of analytics manager for all department KPIs.

Sep 2017 - May 2018

Administrative Services Supervisor

Greater San Diego Area

Lead a 25 person Administrative Services Team across 8-11 buildings. • Established policies, procedures, and accountability within a team culture of mutual support, respect, and pride. • Deployed and regulated team resources for regular and one off meetings and events at headquarters & 11 campus sites.• Structured menus of solutions and contingency plans for standing and one-off support needs. • Functions of department included; o Visitor and customer groups’ reception & security registration for conferences and customer care centerso Inventory purchase, supply, distribution, & quality controlo Vendor relations management & quality level monitoring o Meeting room set-ups & break downs, including all AV, equipment, furnishings, & catering delivery both on & off-site also maintained room reservation calendarso Facilitated employee moves & on-boarding orientation of new employeeso Executed sending, receiving, & delivery of employee mail & small packages• Functional implementation lead for a short 9 week vendor transition form Office Depot to Staples for 50+ U.S Qualcomm offices.Heavily engaged with multiple vendor teams via multiple channels to intergrate Qualcomm’s purchasing practices to establish vender service offerings to the Qualcomm employee population.Created & facilitated 3 on-site & 2 online webinar Qualcomm employee trainings, establishing FAQ’s, training videos, and consultations. Established oversight of 100 identified standard products for 75 user accounts at 300 delivery locations along with practical aspects such as mapped parking and internal building delivery drop routing. • Led Calendaring Team on conference room booking, privatization, conflicts mitigation & solutions. • Initiated structured use of Salesforce service tickets for conference room privatization, lowering email volume by 45%.• Achieved 45 minute turn around on team service tickets across 25 member team and 11 buildings, recognized as department best.

Mar 2012 - Sep 2017

Administrative Services Coordinator

Greater San Diego Area

Excelled as a team leader in a matrixed reporting environment directing the daily work of staff along with executing on multi-faceted long-term projects for internal customers. Lead teams up to 30 people with a primary emphasis in customer service, process improvement, and accountability. Evaluated all aspects of quality assurance for 10-12 distinct buildings monthly. Accessed standards and practices to help deliver high level customer satisfaction by the team through devising and implementing measurable improvements for use in employee evaluations.

Feb 2006 - Mar 2012

Administrative Support Specialist

Greater San Diego Area

Administrative assistant supporting ~150 employees. Daily support for functionality, appearance, and supplies for all common areas, copy supply rooms, conference rooms, break-rooms and reception. Evaluated and procured all inventory of employee consumables. Quickly and efficiently delivered all mail and small packages while simultaneously collecting and shipping all building outgoing mail. Initiated process improvement of important instructional manuals which was adopted acrossthe whole of the administrative services department.

Oct 2003 - Mar 2006
Team & coworkers

Colleagues at Sharp Health Plan

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1 education record

Rian Heffernan education

FAQ

Frequently asked questions about Rian Heffernan

Quick answers generated from the profile data available on this page.

What company does Rian Heffernan work for?

Rian Heffernan works for Sharp Health Plan.

What is Rian Heffernan's role at Sharp Health Plan?

Rian Heffernan is listed as Salesforce Administrator at Sharp Health Plan.

Where is Rian Heffernan based?

Rian Heffernan is based in San Diego Metropolitan Area, United States while working with Sharp Health Plan.

What companies has Rian Heffernan worked for?

Rian Heffernan has worked for Sharp Health Plan, Talentstacker | Salesforce Career Development Program, Home Bay, Compass Group Usa, and Qualcomm.

Who are Rian Heffernan's colleagues at Sharp Health Plan?

Rian Heffernan's colleagues at Sharp Health Plan include Lori Landelius, M.S., Kathryn Goldberg, Alonso Ramirez, Aubrey Hoyle, and Kaveri Fields.

How can I contact Rian Heffernan?

You can use AeroLeads to view verified contact signals for Rian Heffernan at Sharp Health Plan, including work email, phone, and LinkedIn data when available.

What schools did Rian Heffernan attend?

Rian Heffernan holds Bachelor Of Arts - Ba, Political Science And Government from California State University, Chico.

What skills is Rian Heffernan known for?

Rian Heffernan is listed with skills including Leadership, Customer Focused Service, Project Management, Quality Control, Performance Analysis, Inventory Management, Smartsheet, and Sharepoint.

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