Building systems where people, process, and possibility align to deliver measurable impact.
I build humane systems that scale—blending empathy, data, and automation so teams deliver outcomes without burning out.
15+ yrs • Healthcare, Education, Human Services • Operations & Implementation
Key Results: Doubled call volume • 78% Increase in enrollments • 56% lower turnover • 9.5 MEI
Operational highlights across CareHarmony, UnitedHealth Group, and HCRS.
Systems I Build
Automation & Analytics
Airtable dashboards, workflow automations, KPI tracking, decision logs.
Implementation & Change
CRM/EHR rollouts, training pathways, adoption playbooks, risk & comms plans.
People Systems
Supervision frameworks, DEI-aligned communication, engagement loops.
Client Experience
Onboarding flows, service blueprints, feedback cycles, readiness checklists.
Technology Implementations
Credible EHR
Outcome: 100% audit compliance; adoption stabilized with role-based training.
Custom CRM (CareHarmony)
Outcome: +100% call volume; 78% increase enrollments; queue time ↓ 15% while maintaining ≥84% quality.
Squarespace + Airtable + Buffer
Outcome: 300% engagement growth; consistent brand and clean data tracking.
What People Say | Full letters upon request
Leadership Roy Gerstenberger — Former Executive Director, Community Bridges
“Theresa is articulate, caring, and collaborative — a natural leader who forms the right teams and drives decisions forward.”
Division Turnaround Jennifer Smith, LICSW — Division Director, HCRS
“Within a year, Theresa led a division from near de-designation to a perfect state review score.”
Team Development Teresa Mendez — Team Lead, CareHarmony
“She created an environment where people felt valued and motivated — and helped us lead through constant change.”
Community Leadership Terra Friedrichs — Business Leader & Organizer
“Empathetic, creative, and unflappable — she aligns people and delivers.”
Turn operational challenges into measurable progress.
If you need an operations or implementation leader who can bridge structure and humanity, let’s talk.
Schedule a brief conversation to discuss your operational challenges and how I can help.
