Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sarah Julia Stephens

Austin,TX

Overview

12
12
years of professional experience
1
1
Certification

Work History

Enrollment and Health Coach

Functional Medicine For Life
02.2024 - Current
  • Conduct deep dive enrollment consultations with warm leads
  • Guide clients in taking empowered action to create transformation in their health and life
  • Ensure client needs are met by assisting with a smooth enrollment and onboarding process through exceptional customer service
  • Provide motivational interviewing, mindset coaching, and support in overcoming personal blocks

Precision Emotional Healing Spaceholder

Liber8
03.2024 - Current
  • Conduct coaching sessions for clients through emotional data capture
  • Daily management of CRM platform, Salesforce, Fireflies, Zoom and Slack
  • Develop client resource trend analysis to identify tools and resources to develop service growth for clients
  • Support feedback loop between operations team, tech team, resource delivery, and community support
  • Assess client personality type and inherent needs based off of assessments such as enneagram and human design

Nutritional Therapy Practitioner

Self-Employed
07.2022 - 02.2024
  • Assessed optimal wellness of clients through addressing the health of diet, digestion, blood sugar, fatty acid status, mineral balance, and hormonal health.
  • Coached individuals using motivational interviewing along with accountability and goal setting practices for lifestyle changes including sleep, movement, stress and environmental considerations
  • Facilitated group workshops and retreats centered on mindset and self-development practices
  • Maintained up-to-date knowledge on industry advancements by attending conferences, workshops, and professional development courses.

Customer Success Associate

Local Pastures
08.2023 - Current
  • Analyze customer service trends to discover areas of opportunity and provide feedback to management.
  • Educate and answer customer questions regarding locally sourced food and nutrition products
  • Provide primary customer support to internal and external customers including inquiries and suggestions
  • Answer constant flow of customer calls with minimal wait times.

Configuration Analyst

Evolent Health
03.2021 - 10.2022
  • Executed end to end test cases for all integration points and dependencies including functional and regression testing for over 10 clients
  • Identified defects and issues to ensure claims pricing accuracy across multiple health plans
  • Proactively contributed to actionable improvements for development of data integrity, policies, tools, and procedures
  • Provided insight and shared best practices that were reusable across teams to escalate issues that may have impacted other lines of business

Provider Data Management Senior Specialist

Evolent Health
11.2018 - 02.2021
  • Managed upgrade testing for claims processing system to represent the provider data management team, including audits for go-live testing
  • Maintained provider data within claims processing system, including managing credentialing variables and demographics
  • Researched provider NPI numbers to ensure accuracy of licensure data

Complaints and Grievances Administrative Coordinator

DentaQuest
09.2017 - 05.2018
  • Performed processing of claims and fair hearing requests for the Intake Management and provider appeals based on denied claims and Medicaid benefits

Student Intern

Health Information Services, The Ohio State University
03.2017 - 05.2017
  • Performed medical abbreviation audits based on Joint Commission standards of patient charts for providers, and implemented a clinical documentation improvement plan
  • Gained thorough understanding of process improvement initiatives and stakeholder relationships for quality improvement methodologies
  • Conducted enterprise-wide HIPAA compliance privacy screen audit in order to mitigate potential risk of breaches

Senior Medical Records Associate

Riverside Methodist Hospital
12.2015 - 09.2016
  • Prepared, processed, and audited birth certificates and medical records for the Ohio Department of Health

Customer Success Representative

Massage Envy
10.2012 - 03.2015
  • Developed and maintained positive relationships with community members to build trust and rapport.
  • Collaborated with manager and team to achieve 30% plus membership sales, profitability goals, and delivered exceptional customer service.
  • Boosted customer retention through diligent follow-up and relationship-building efforts.
  • Enhanced customer satisfaction by proactively addressing and resolving concerns in a timely manner.

Education

B.S - Health Information Management and Systems

The Ohio State University, HIMS
Columbus, OH
05.2017

Skills

  • Customer Success
  • Client Acquisition and Retention
  • Database/applications: Proficient in MS Word, Excel, PowerPoint, Canva, CRM tools and EMR Systems
  • Strategic Thinking
  • Extensive knowledge of functional medicine and value-based healthcare practices
  • Product Knowledge

Certification

  • Nutritional Therapy Practitioner (NTP) - The Nutritional Therapy Association
  • Registered Health Information Administrator (RHIA) - American Health Information Management Association

Timeline

Precision Emotional Healing Spaceholder

Liber8
03.2024 - Current

Enrollment and Health Coach

Functional Medicine For Life
02.2024 - Current

Customer Success Associate

Local Pastures
08.2023 - Current

Nutritional Therapy Practitioner

Self-Employed
07.2022 - 02.2024

Configuration Analyst

Evolent Health
03.2021 - 10.2022

Provider Data Management Senior Specialist

Evolent Health
11.2018 - 02.2021

Complaints and Grievances Administrative Coordinator

DentaQuest
09.2017 - 05.2018

Student Intern

Health Information Services, The Ohio State University
03.2017 - 05.2017

Senior Medical Records Associate

Riverside Methodist Hospital
12.2015 - 09.2016

Customer Success Representative

Massage Envy
10.2012 - 03.2015

B.S - Health Information Management and Systems

The Ohio State University, HIMS
  • Nutritional Therapy Practitioner (NTP) - The Nutritional Therapy Association
  • Registered Health Information Administrator (RHIA) - American Health Information Management Association
Sarah Julia Stephens