Stephanie Sullivan

Founder

Opteva

Jan 2025 - Current (1 year 10 months)

As the founder of OptEva 360, I lead an AI-driven business solutions studio focused on helping startups and growing teams scale with clarity, smart systems, and actionable insights.

Highlights
• Strategic Leadership: Defined the company vision, modular service model, and go-to-market strategy—driving over 50% year-over-year growth.
• AI Product Innovation: Directed the development of six specialized AI agents for financial forecasting, workflow automation, content amplification, booking, and executive assistance—boosting client productivity by 33%.
• Client Success: Partnered with 30+ medical spas and wellness practices, implementing data-driven onboarding and performance tracking that reduced churn by 30%.
•

💼 Strategic Business Advisor – Client Success & Growth

Aesthetic Practice Partners LLC

Jan 2025 - May 2025 (5 months)

Advise top aesthetic practices on growth strategy, client success, and operational efficiency. Increased revenue by 25%–40% within 6 months by optimizing workflows, patient experience, and team performance. Implemented KPI dashboards that improved retention and satisfaction by 20%. Lead cross-functional improvements across HR, marketing, and training.

Founder & Fractional COO | Aesthetic Operations & AI Advisor

Opteva

Aug 2024 - Current (2 years 3 months)

Design and implement Revenue Recovery Systems for service-based businesses, focusing on workflow optimization, CRM automation, and AI-driven follow-up systems that improve efficiency and increase revenue without adding payroll.

Strategic Business Advisor

Aesthetic Practice Partners LLC

Jun 2024 - Jun 2025 (1 year 1 month)

Advised medical spa and aesthetic practices on operational structure, workflow efficiency, and revenue optimization strategies, helping identify gaps in lead management, patient flow, and system utilization to improve overall performance.

Clarity Business Operations | Operations Lead for Medical Spa Practices

Clarity Technologies

Aug 2023 - Aug 2024 (1 year 1 month)

Supported medical spa operations by improving workflows, strengthening CRM/EHR adoption, and identifying process gaps in lead management, scheduling, and internal efficiency.

Business Consultant

Clarity Technologies

Aug 2023 - Aug 2024 (1 year 1 month)

Developed tailored client success strategies to improve onboarding, engagement, and operations. Launched team training programs and mapped client journeys to reduce churn. Installed KPI systems for better performance tracking and data-driven decisions.

P

Strategic Business Advisor

Peak Practice Advisors

Jan 2023 - Current (3 years 10 months)

• Led Peak Practice Advisors in delivering business optimization and AI workflow consulting for high-touch service businesses in the wellness and aesthetic space.
• Developed CRM setup, client onboarding flows, automation of admin tasks, and SOP development for team training and scalability.
• Collaborated closely with entrepreneurs and small teams to improve retention and build scalable systems.

Onboarding | Implementation | Client Success Manager

Symplast

Aug 2022 - Aug 2023 (1 year 1 month)

Led CRM/EHR onboarding and implementation for medical aesthetic practices, supporting system adoption, workflow alignment, and process optimization across clinical and front desk operations to improve efficiency and user experience.

S

Customer Success Manager

Symplast Acquisition Inc

Aug 2022 - Aug 2023 (1 year 1 month)

Onboarded and retained aesthetic practice clients, driving a 30% retention improvement and reducing time-to-launch by 20% through custom onboarding programs. Cut escalation rates by 15% through cross-functional issue resolution and structured client support workflows.

S

Customer Success Manager

Symplast EHR

Aug 2022 - Jun 2023 (11 months)

Led client success efforts for a SaaS platform in the aesthetics space. Boosted retention by 30% and reduced escalations by 15% through onboarding improvements and proactive client health monitoring. Influenced product updates through user feedback.

B

Esthetician

Body Envy Medspa

Jul 2020 - Dec 2020 (6 months)

Performed 200+ laser and skin rejuvenation treatments, achieving 90% client retention and contributing to a 15% revenue increase in six months.

N

Teacher

Nouveau Contour USA

Jan 2017 - Jan 2020 (3 years 1 month)

Led national aesthetic training programs for 6–8 professionals per session, achieving 95% satisfaction and a 20% improvement in certification pass rates.

P

Client Success & Operations & Growth Manager

PowerSculp USA

Jan 2015 - Jan 2020 (5 years 1 month)

Led multi-location operations, improving customer satisfaction and process efficiency. Boosted engagement by 20% through local SEO and content strategy. Mentored teams on upselling and performance tracking, and executed Agile growth plans that drove a 32% increase in product demos.

P

Director Client Success & Operations & Growth

PowerSculp USA

Jan 2015 - Jan 2020 (5 years 1 month)

Led multi-location operations, improving customer satisfaction and process efficiency. Boosted engagement by 20% through local SEO and content strategy. Mentored teams on upselling and performance tracking, and executed Agile growth plans that drove a 32% increase in product demos.

K

Lead Manager

Kallista Ink and Esthetics

Jan 2003 - Mar 2020 (17 years 3 months)

Ran full clinic operations across multiple locations for 17 years — scheduling, staffing, inventory, financial controls, and compliance across three states. Closed high-value treatment plans and drove 50% YOY revenue growth through upsell strategy, patient relationship management, and structured follow-up systems. Recruited and developed staff teams, building an accountability culture that lifted patient satisfaction by 30% and reduced turnover.

K

💼 Founder & Director of Client Experience

Kallista Ink and Cosmetics

Jun 2002 - Mar 2020 (17 years 10 months)

Founded and scaled a nationally recognized aesthetics brand, maintaining a #1 Google ranking for 15+ years. Grew revenue by 32% in six months through retention-focused marketing and client journey optimization. Trained 100+ professionals in laser, PMU, and consultation strategy, while advising other practices on branding, operations, and growth.

K

Medical Spa Owner / Director

Kallista Cosmetics

Jan 2002 - Jan 2015 (13 years 1 month)

Stephanie Sullivan

About

Detail

Timeline

Résumé

Stephanie Sullivan

About

Detail

Behavioral traits