Katie Terzynski
@katieterzynski
I’m a CRM Business Analyst who drives data governance, KPI reporting, and optimization with AI delivery.
United StatesWhat I'm looking for
I’m a CRM-focused operations analyst with 8+ years of experience supporting data governance, requirements gathering, and process optimization across SaaS, PropTech, and real estate environments. I’m known for eliciting and documenting business requirements, building KPI reporting frameworks, and driving cross-functional workflow redesign aligned with stakeholder objectives.
I partner with SMEs to document user stories, manage data quality, and lead change management efforts for platform adoption and operational rollout. I leverage AI-enabled tools and agile-aligned methodologies to accelerate SOP development, workflow automation, and data-driven decision-making.
Most recently at Signpost AI, I own a weekly CRM operational reporting framework across a 250+ account portfolio, track adoption and performance metrics, and implement SOPs to eliminate recurring errors. Previously, I built KPI reporting frameworks, reengineered handoff workflows, and redesigned collections processes—improving resolution time, role clarity, and onboarding speed.
Experience
Work history, roles, and key accomplishments
Business Operations Analyst
Signpost AI
May 2025 - Present (1 year 1 month)
Owned and maintained a weekly CRM KPI reporting framework for 250+ accounts, replacing ad hoc reporting and delivering stakeholder-ready visibility into retention trends and performance gaps. Elicited and documented AI rollout requirements, standardized SOPs, and tracked adoption metrics against targets within 30 days of each release.
Operations & Project Coordinator
Doorvest
May 2024 - May 2025 (1 year)
Built a Google Sheets KPI reporting framework tracking 8+ operational metrics and delivered weekly dashboards to 4+ departments. Gathered requirements across 4+ departments, reengineered handoff workflows to reduce coordination errors, and managed vendor documentation for a multi-state outsourced operating model.
Regional Operations Manager
MYND
Feb 2023 - May 2024 (1 year 3 months)
Owned regional operations KPI reporting using Yardi and Google Sheets, delivering weekly delinquency, cycle time, and utilization dashboards to 3 departments. Led redesign of collections workflows by tracing data discrepancies across systems, implementing tracking tools to reduce resolution time, and rebuilding SOPs to cut onboarding by 1–2 weeks.
Client Operations Specialist
CBRE Inc.
Apr 2020 - Feb 2023 (2 years 10 months)
Created consolidated Yardi/Excel dashboards from 4+ data sources, replacing manual tracking for a 1,000+ unit portfolio. Supported enterprise lease administration and compliance by gathering requirements, maintaining data accuracy across Legal/Finance/Asset Management, and producing audit-ready documentation.
Leasing Operations Specialist
Knox Real Estate
Mar 2018 - Apr 2020 (2 years 1 month)
Designed and documented operations processes from scratch for multi-state expansion across 10+ states, including Yardi-based workflows, onboarding SOPs, and compliance procedures. Standardized operational agreements using stakeholder requirements and improved execution speed by implementing consistent processes and controls that reduced delays.
Operations Coordinator
Realty Executives
Jun 2014 - Mar 2017 (2 years 9 months)
Built operations infrastructure (workflows, reporting tools, onboarding documentation, compliance controls) supporting growth from under 10 to 80+ members over 3 years. Produced pipeline visibility reporting and weekly performance dashboards for senior leadership throughout rapid team and revenue expansion.
Education
Degrees, certifications, and relevant coursework
University of Wisconsin–Milwaukee
Bachelor of Business Administration, Business Administration
Earned a Bachelor of Business Administration from the University of Wisconsin–Milwaukee.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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