Summary

Overview

Work History

Education

Skills

Timeline

Katie Terzynski

Houston

Summary

Strategic and solutions-focused operations leader with a strong track record of streamlining workflows, optimizing CRM systems (Salesforce, HubSpot, Pipedrive), and enhancing cross-functional performance in fast-paced, project-driven environments. Skilled at building scalable processes, improving pipeline visibility, and strengthening client relationships to drive business outcomes. Trusted partner to executive leadership, known for being highly organized, tech-savvy, and relentlessly execution-oriented — ensuring nothing falls through the cracks while delivering measurable results.

Overview

years of professional experience

Work History

Operations Project Coordinator (Contract)

Doorvest I Divvy Homes

Remote

11.2023 - Current

Managed Salesforce and HubSpot CRM workflows to track deals, follow-ups, and client communication, increasing data accuracy by 25%.
Streamlined cross-functional workflows, reducing manual tasks by 30%, and ensuring on-time project execution across teams.
Supported executive leadership with inbox management, scheduling, and high-level client correspondence to enable timely deal progression.
Achieved a 95%+ follow-up rate on new leads by coordinating lead outreach and reporting across sales and marketing.
Implemented a new client onboarding intake process and created internal dashboards, improving reporting transparency and team collaboration.

Sr. Operations Support Specialist

MYND Management

01.2022 - 11.2023

Managed nationwide operations for over 8,000 residential units, leading improvements across leasing, maintenance, and finance workflows.
Reduced aged receivables by 75% in 45 days, significantly improving cash flow and financial predictability.
Increased leasing profitability by 60% through optimized customer acquisition fees and screening standards.
Automated CRM workflows cut manual data entry time by 35%, driving better team performance.

Senior Client Service Specialist

CBRE Inc.

Remote

03.2019 - 02.2022

Led operations for #1 and #6 top-producing brokerage teams, generating over $2B in annual revenue ($10B+ in sales), ensuring seamless coordination across client success, deal operations, and financial reporting.
Implemented project management systems that improved team efficiency by 20% and reduced operating costs by 12%.
Oversaw 60+ high-value commercial transactions simultaneously, maintaining strict compliance, and achieving a 98% on-time close rate.
Produced strategic market and financial insights that supported growth in deal volume (30% YOY Growth), and improved investor confidence.

Operations & Contracting Coordinator

Integrity Marketing Group (Family First Life)

03.2018 - 03.2019

Onboarded and contracted over 500 insurance agents, reducing activation time by 30% via streamlined documentation and systems.
Upgraded agent compensation processes, decreasing payment delays by 25%, and improving retention.
Maintained 98%+ CRM accuracy while leading operational communication across departments.

Operations Coordinator I Head of Operations

Realty Executives

Milwaukee

06.2014 - 03.2018

Worked directly with the CEO to scale operations and support growth from $40M to $400M in annual sales over 4 years.
Managed CRM systems and lead tracking, improving client follow-up consistency and helping boost conversion rates by 15%.
Created high-impact marketing materials and client campaigns that supported sales growth and expanded market presence.
Streamlined operational workflows and onboarding processes, reducing ramp-up time for new hires by 30%, and improving team efficiency.