# Stephanie Owen Stephanie Owen is a remote worker on Himalayas, Brokerage Operations Manager at Evergreen.ai, based in United States. Source: https://himalayas.app/@stephanieowen1 ```text Brokerage Operations Manager at Evergreen.ai, automating ACAT transfers and building AI workflows for regulated wealth operations. ``` | Detail | Value | | --- | --- | | Availability | Looking for a job | | Location | United States | | Authorized to work in | United States | | Salary expectations | 120k+ USD | | Job categories | Brokerage Operations Manager, Insurance Operations Supervisor, Insurance Operations Analyst, Enablement Manager, Partner Success Manager, Project Manager | | Skills | Brokerage Operations, Benefits Operations, Insurance Operations, EDI, Carrier Integrations, API Integration, Requirements Gathering, Solution Delivery, Process Mapping, Workflow Automation, AI Agents, Prompt Design, Testing, Process Improvement, Change Management | | LinkedIn | https://linkedin.com/in/stephaniejfowen | ## About ```text At Evergreen.ai, I turn operations requests into reusable AI workflows, including fee reconciliation, custodian alerts, and daily household briefs. I owned the ACAT Transfer Automation platform across six workflow phases, from requirements through rollout and follow-up fixes. I built an AI-agent workflow that checks the custodian every 30 minutes, syncs the transfer tracker, and drafts CRM tasks for human approval in Slack. I also ran the 2026 SEC surprise custody exam, which closed with no deficiencies, and am leading the client transition through the firm's closing. At Rippling, I built and led a 10-person insurance operations team and founded the in-house EDI team for carrier integrations. Earlier, at Zenefits, I worked across carrier, broker, and benefits platform operations, completing 100+ customer enablements with a 4.85/5 customer satisfaction score. ``` ## Experience ### Brokerage Operations Manager (current) Evergreen.ai. Jun 2025 - Present ```text Led brokerage operations end to end, managed 700+ account transfers, and built AI-driven automation solutions. Ran the 2026 SEC surprise custody exam with no deficiencies and led client transition through firm closing. ``` Skills: AI-Agents, Claude, N8n, Linear, SOPs, ACAT-Transfers, Compliance, Project-Management ### Insurance Operations Supervisor [Rippling](https://himalayas.app/companies/rippling). Dec 2023 - Apr 2025 ```text Built and led a 10-person insurance operations team from scratch, including recruiting, training, and management. Served as primary escalation contact and led process improvements. ``` Skills: Team-Leadership, Operations-Management, Escalation-Management, Process-Improvement ### Insurance Operations Analyst [Rippling](https://himalayas.app/companies/rippling). Apr 2021 - Dec 2023 ```text Founded the in-house EDI team, moving carrier integrations off an outside vendor. Led carrier API integrations supporting 8,000+ companies and directed a vendor migration consolidating providers. ``` Skills: EDI, API-Integration, Carrier-Integrations, Vendor-Management, Project-Management ### Enablement Manager [Zenefits](https://himalayas.app/companies/zenefits). Jul 2020 - Mar 2021 ```text Completed 100+ customer enablements supporting $1.5M in annual recurring revenue and achieved a 4.85/5 customer satisfaction score. ``` Skills: Customer-Enablement, Customer-Satisfaction, Revenue-Support ### Partner Success Manager [Zenefits](https://himalayas.app/companies/zenefits). Dec 2018 - Jul 2020 ```text Managed partner relationships and Certified Broker Partner onboarding, including training, product updates, performance reviews, and automated business reports. ``` Skills: Partnership-Management, Onboarding, Training, Performance-Reviews, Automation ### Project Manager, Broker Services Operations [Zenefits](https://himalayas.app/companies/zenefits). Mar 2015 - Dec 2018 ```text Managed broker services operations projects, ensuring smooth onboarding and support for broker partners. ``` Skills: Project-Management, Broker-Services, Operations ### Senior Specialist, Benefits Product Operations [Zenefits](https://himalayas.app/companies/zenefits). Mar 2015 - Dec 2018 ```text Supported benefits product operations, focusing on platform functionality and carrier integrations. ``` Skills: Benefits-Operations, Product-Operations, Carrier-Integrations ### Senior Specialist, Benefits Platform Operations [Zenefits](https://himalayas.app/companies/zenefits). Mar 2015 - Dec 2018 ```text Handled benefits platform operations, including carrier integrations and product operations. ``` Skills: Benefits-Operations, Carrier-Integrations, Product-Operations ### Carrier Operations Specialist [Zenefits](https://himalayas.app/companies/zenefits). Mar 2015 - Dec 2018 ```text Specialized in carrier operations, managing integrations and support for carrier partners. ``` Skills: Carrier-Operations, Integration, Support ## Education ### University of North Texas Bachelor of Business Administration, Business Administration and Management ```text Earned a Bachelor of Business Administration in Business Administration and Management. ``` ## Tech stack - Metabase - Google Cloud Platform - GitHub - Salesforce - Slack - Zendesk - Jira - Linear - Retool - Confluence - Gemini - FullStory - Zapier - SQL - Hex - Dify - N8N - Claude Code - Google Apps Script - Claude - Codex To contact Stephanie, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire). ## People also viewed - [Thalia McKinley](https://himalayas.app/@thaliamckinley): Client Operations Specialist, Liberty Mutual Insurance - [Lauren Minderler](https://himalayas.app/@laurenminderler): Partner Integration Leader, Guardian Life - [Natasha Marie](https://himalayas.app/@natashamarie1): Senior Manager, Onboarding, Altruist - [Wanda Vazquez](https://himalayas.app/@wandavazquez): Project Manager, Marketing Ops, Blend360 - [Christy McSwain](https://himalayas.app/@cmcswain): Customer Success Operations Builder, SyncDash & SyncToScale - [Cassandra Daly](https://himalayas.app/@cassandradaly): Manager, Partnerships, Partnerize - [Anna Starichenkova](https://himalayas.app/@annastarichenkova): Operations Assistant, Zwicker & Associates - [Ty Mosher](https://himalayas.app/@tymosher): Founder & Builder, Infinite Awesome Studio - [mick nobody](https://himalayas.app/@micknobody): Independent Insurance Agent, DigitalBGA - [Lindsey Rhyne](https://himalayas.app/@lindseyrhyne): Money Product Operations Lead, Robinhood