Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Sarah Coughlan

Yardley,PA

Summary

Dedicated Psychology student with experience leading organizational operations and a passion for mental health advocacy and substance use recovery. Committed to fostering meaningful change through empathy, collaboration, and service. Seeking to continue developing the knowledge and clinical skills necessary to make a positive impact as a future social worker.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Operations Lead

Advisory Partners Group, LLC
Newtown, PA
12.2025 - Current
  • Analyzed performance metrics to identify areas for improvement and drive operational excellence.
  • Streamlined operations by implementing efficient processes and optimizing workflows.
  • Assisted in the development of long-term strategic plans, aligning operational goals with overarching company objectives.
  • Collaborated with cross-functional teams to achieve company-wide objectives and drive operational excellence.
  • Developed training programs for new employees, fostering skill development and knowledge transfer.
  • Assisted in month-end closing activities, contributing to accurate financial reconciliations and audits.
  • Processed invoices accurately using ERP software, ensuring timely payments and compliance with company policies.

Virtual Assistant

Malfi Marketing Solutions
Newtown, PA
04.2023 - 05.2025
  • Managed complex executive calendars, scheduling meetings, appointments, and events to optimize workflow and prioritize critical tasks.
  • Coordinated domestic and international travel arrangements, optimizing itineraries for convenience and cost-effectiveness.
  • Streamlined administrative processes using Google Calendar, Microsoft Outlook, and travel management platforms to enhance workflow efficiency.
  • Maintained strict confidentiality while managing sensitive information and executive schedules
  • Managed CRM systems, organized email campaigns, and analyzed results to improve engagement and communication strategies.

Maternity Case Management Associate

ProgenyHealth
Plymouth Meeting, PA
01.2023 - 05.2023
  • Provided telephonic case management, addressing social determinants of health and ensuring health equity.
  • Delivered telephonic case management, addressing social determinants of health to promote health equity.
  • Partnered with Case Manager Nurses and Social Workers to deliver personalized support for members.
  • Trained new employees on case management procedures and outreach strategies to enhance onboarding process.

Contributed to various committees, including Health & Wellness and Party Planning, to promote a healthy work-life balance and employee engagement

Medical Receptionist

Trinity Health
Langhorne, PA
02.2022 - 2023
  • Scheduled appointments for six providers using Athena and Epic EMR systems.
  • Coordinated appointments for six providers using Athena and Epic EMR systems, optimizing scheduling efficiency.
  • Provided clinical advice and addressed insurance inquiries and claims processing, enhancing patient understanding and support.
  • Managed cash flows up to $2,000 per shift, processing payments through multiple methods to ensure accurate financial transactions.

Office Manager

Relief Acupuncture
Newtown, PA
08.2018 - 01.2020
  • Delivered exceptional patient care by managing inquiries, scheduling appointments, and processing payments efficiently.
  • Assembled weekly billing spreadsheets for processing invoices and insurance payments.
  • Compiled weekly billing spreadsheets for invoice and insurance payment processing.
  • Maintained compliance with safety regulations while ensuring a clean, organized workspace to enhance operational efficiency.

Education

Bachelor of Arts - Psychology

Pennsylvania State University
World Campus
05-2027

Skills

  • Operations management
  • Project management
  • Data analysis
  • Critical thinking
  • Research skills
  • Team collaboration
  • Adaptability
  • Ethical awareness
  • Interpersonal skills
  • Written communication

Certification

  • QPR Gatekeeper Certification | QPR Institute | 2026
  • Mental Health First Aid | National Council for Mental Wellbeing | 2026
  • Naloxone Administration & Overdose Response | 2026

Languages

English
Native or Bilingual

Timeline

Operations Lead

Advisory Partners Group, LLC
12.2025 - Current

Virtual Assistant

Malfi Marketing Solutions
04.2023 - 05.2025

Maternity Case Management Associate

ProgenyHealth
01.2023 - 05.2023

Medical Receptionist

Trinity Health
02.2022 - 2023

Office Manager

Relief Acupuncture
08.2018 - 01.2020

Bachelor of Arts - Psychology

Pennsylvania State University
Sarah Coughlan