Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Alexis Gerry

Rocky Point,NC

Summary

Accomplished leader with 20+ years of experience at the intersection of banking, technology, customer success, product adoption, and high-SaaS solutions. Adept at translating complex banking processes into clear, solution-driven narratives that resonate with executives and end users alike. Recognized for driving measurable results—including higher renewal rates, faster adoption, and stronger customer loyalty—while fostering collaboration and aligning cross-functional objectives.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Senior Customer Success Manager

Lenders Cooperative
01.2025 - Current
  • Roles include Senior Customer Success Manager, Implementation Consultant, Product Specialist, Product Development, and Training Program Creator.
  • Lead cross-functional teams in implementation, onboarding, account management, and retention for strategic clients.
  • Develop and deliver training programs to drive adoption and engagement by over 42%.
  • Established strong relationships with clients to build trust and loyalty, leading to long-term business partnerships.

Director, Customer Success

Ohanafy
01.2025 - Current
  • Led and developed Training & Enablement, Customer Success, and Support Services teams.
  • Drove customer success initiatives, improving retention, reducing churn, and increasing product value.
  • Directed organization-wide training and product delivery programs.
  • Implemented strategies that increased customer renewal rates by 30%.

Senior Product Specialist

nCino, Inc.
08.2021 - 08.2023
  • Delivered engaging SaaS and cloud banking product demonstrations as the primary responsibility, tailoring presentations to diverse client needs.
  • Served as Compliance Subject Matter Expert, ensuring demos and solutions met regulatory standards.
  • Built client relationships by providing proactive solutions, addressing questions, and enhancing satisfaction.
  • Coordinated with cross-functional teams and trained sales/service teams to maximize product adoption and messaging.

Land Representative

Southeastern Land Company, Inc.
05.2018 - 08.2021
  • Right of Way Contractor for Duke Energy Progress, managing acquisition of distribution easements and ensuring compliance with organizational procedures.
  • Analyzed properties, conducted title and environmental assessments, and evaluated parcel viability.
  • Served as liaison to landowners, stakeholders, and government entities to facilitate projects and resolve issues.
  • Led storm response logistics, managing operations and acting as project manager/negotiator for company-liable claims for seven operation centers.

Senior Financial Services Officer I

State Employees Credit Union
08.2001 - 05.2018
  • Provided financial guidance and recommended products across roles from Teller to Senior Lending.
  • Managed client portfolios, conducted credit evaluations, and built strong relationships through proactive follow-up.
  • Supervised 13 employees, developed training programs, and coordinated educational seminars.
  • Implemented a lending collection system that improved recovery rates by 15% and fostered community partnerships.

Education

Masters Certificate - Counselor Education

North Carolina State University
06.2018

Bachelors of Science - Psychology

Campbell University
08.2016

Skills

  • SaaS & cloud banking platforms; Salesforce, MARGO, CICS, Bob White, Alscom, OMNI, Alloy, Plaid, Middesk, LexisNexis, Socure, Thomson Reuters
  • Financial analysis, tax advising, compliance monitoring, and auditing
  • Project management, software implementation, onboarding, and training
  • Customer advocacy, relationship management, and strategic communications
  • Cross-functional team leadership and coordination

Certification

  • VITA Tax Preparer Licensure/ Regional Tax Advising Coordinator (2008-2024)
  • Insurance Licenses: Personal Lines, Life/Health, Medicare Supplement (2006-2024)
  • NCCUL- Southeast Chapter Board Member & Scholarship Coordinator and Leader (2003-2019)
  • Mt. Calvary University- Board of Trustees Member- Secretary/Treasurer (2017-2023)

Timeline

Senior Customer Success Manager

Lenders Cooperative
01.2025 - Current

Director, Customer Success

Ohanafy
01.2025 - Current

Senior Product Specialist

nCino, Inc.
08.2021 - 08.2023

Land Representative

Southeastern Land Company, Inc.
05.2018 - 08.2021

Senior Financial Services Officer I

State Employees Credit Union
08.2001 - 05.2018

Bachelors of Science - Psychology

Campbell University

Masters Certificate - Counselor Education

North Carolina State University

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