Open to opportunities

Whitney Workman

@whitneyworkman1

Client Success and operations leader delivering end-to-end onboarding, milestone coordination, and metrics-driven outcomes for high-volume teams.

United States

Message

What I'm looking for

I’m looking for a Client Success Associate role where I can own onboarding and engagement, coordinate multi-stakeholder milestones, and use performance metrics to drive satisfaction, retention, and repeat business alongside senior leaders.

I’m a client-focused operations and relationship management professional with 10+ years of experience owning end-to-end client lifecycles—from onboarding through closing—while coordinating multi-stakeholder workflows in fast-paced, high-volume environments.

In my most recent roles as a Real Estate Advisor, I’ve served as the primary point of contact, translating complex information into clear client guidance and using structured processes and metrics to drive satisfaction, retention, and repeat referrals. I coordinate critical milestones across inspections, financing, title, and closing, proactively resolve issues to keep transactions on track, and prepare data-driven Broker Price Opinions (BPOs) to support client and lender decision-making.

Previously, I ran operational support for a top-producing broker as an Operations Manager / Transaction & Listing Coordinator / Executive Assistant—building SOPs, enforcing deadlines with zero missed SLAs, and centralizing client and pipeline data through a digital filing and CRM system. My approach is insights-driven and disciplined: performance metrics & reporting, milestone/SLA tracking, compliance-ready documentation, and consistent high-touch communication across distributed teams.

Experience

Work history, roles, and key accomplishments

Current

Real Estate Advisor

Current

Cape Premier Realty

Aug 2025 - Present (8 months)

Led end-to-end client lifecycles from initial consultation and onboarding through closing, serving as the primary point of contact to ensure a transparent, high-touch experience. Coordinated key transaction milestones across stakeholders and prepared data-driven Broker Price Opinions to support client and lender decisions.

Client Lifecycle Management Client Onboarding Broker Price Opinions (BPOs)Market Analysis Transaction Coordination Compliance

Real Estate Advisor

Compass Florida LLC

Jun 2023 - Jul 2025 (2 years 1 month)

Managed high-volume residential and commercial transaction pipelines from intake and contract execution through closing. Served as the primary liaison for buyers and sellers, proactively coordinating stakeholders and milestone updates to reduce delays and maintain strong satisfaction and referrals.

Client Relationship Management Milestone Regulatory Compliance

Operations Manager & Listing Coordinator

The Brokerage South Florida Real Estate LLC

Nov 2017 - Jun 2023 (5 years 7 months)

Directed end-to-end operational support for a top-producing broker by creating SOPs for client communication, transaction coordination, listing management, and document processing. Owned the order-to-close lifecycle to ensure zero missed SLAs across a high-volume portfolio and implemented a digital filing/CRM system to provide real-time visibility into pipeline status.

SOP Development CRM Systems Digital Filing Systems SLA Management Listing Launch Coordination Document Processing

Transaction Coordinator

Miami Brokers Group

Nov 2016 - Nov 2017 (1 year)

Coordinated multiple concurrent client transaction files from contract execution through closing as the primary contact. Monitored contractual deadlines, drafted and reviewed listing/purchase/sale/lease agreements, and used MLS platforms and Miami Board of Realtors Gateway tools to manage listing data and communications.

Transaction Coordination Contract Management Contract Drafting MLS Management Client Communication Listing & Order Updates Leasing Support

Executive Assistant

Robin Katz PA - One Sotheby's Realty

Apr 2014 - Nov 2016 (2 years 7 months)

Built operational metrics dashboards to track outbound activity, follow-up cadence, document completion, and financial benchmarks for data-driven performance management. Planned and executed targeted marketing campaigns for a 10,000+ contact database and managed complex executive calendars, travel, and responsiveness in a high-expectation environment.

Dashboards Marketing Campaign Execution Database Management Travel Coordination performance reporting

Operations Manager (Client Relations)

The Fisheries Exchange

Feb 2009 - Apr 2014 (5 years 2 months)

Served as first-line customer interface for an 80-client B2B network, handling inquiries, relationship management, and ongoing account needs to support retention and renewals. Managed AP/AR, invoicing, payroll, and reconciliations, while creating Excel-based KPI tracking tools and monthly renewal packages with contracts.

Client Relationship Management Customer Retention Invoicing Payroll Support KPI Tracking Contract Renewal Package Preparation Customer Support