Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Heidi Gerlich

Bluffdale,UT

Summary

Professional in customer success with robust experience in driving client satisfaction and retention. Skilled in relationship building, problem-solving, and delivering tailored solutions. Strong focus on team collaboration, adaptability, and achieving results. Known for reliability, effective communication, and strategic thinking.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Customer Success Manager

Cornerstone Ondemand Inc.
08.2025 - Current
  • Fostered customer relationships through regular communication and tailored support strategies.
  • Implemented onboarding processes, enhancing customer engagement and satisfaction levels.
  • Analyzed customer feedback to identify trends, driving product improvements and service enhancements.
  • Led cross-functional initiatives to streamline account management and optimize client outcomes.

Sr. Learning Administration (CSOD)

SAI360
08.2021 - Current
  • Administered certification programs, ensuring that employees met required standards for their roles within the organization.
  • Created a library of educational resources available to all staff members at any time as part of an ongoing self-directed learning initiative.
  • Evaluated training program effectiveness, making continuous improvements based on feedback and performance metrics.
  • Streamlined the onboarding process for new hires, resulting in reduced time to productivity.
  • Managed my client's data, email communication, analytics, and projects within the LMS (Cornerstone on Demand).

LMS Product Manager

SAI360
08.2021 - 08.2025
  • Communicated effectively with team members to deliver updates on project milestones and deadlines.
  • Developed product documentation to communicate upcoming features and products to internal teams.
  • Collaborated with sales teams to develop effective training materials that drove increased product knowledge among staff members, resulting in higher close rates.
  • Analyzed metrics to measure product performance.
  • Maintain third party vendor contract to optimize services brought to clients.
  • Introduced new features to our sales team to increase revenue with new and existing clients.

Advanced Technical Support (Strategic Partners)

Cornerstone Ondemand Inc.
01.2020 - 08.2021
  • Managed multiple high-priority tasks simultaneously while maintaining exceptional attention to detail and accuracy.
  • Assisted customers via phone, email, ticket platforms (Salesforce, Jira) providing detailed explanations regarding product features or functionality.
  • Collaborated with cross-functional teams to address system-wide issues and improve overall performance.
  • Maintained high-quality service standards by consistently meeting or exceeding performance metrics.
  • Met with strategic clients weekly to discuss current outages and upcoming roadmap features.

Customer Service Supervisor

NetflixCS
01.2015 - 01.2020
  • Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.
  • Collaborated with other departments to address recurring customer concerns, improving overall service quality.
  • Coached employees through day-to-day work and complex problems.
  • Improved customer satisfaction by addressing and resolving escalated issues promptly and professionally.
  • Assessed team performance through regular reporting, identifying opportunities for further skill development and training initiatives.
  • Led regular customer service meetings to review progress identify challenges and provide feedback.

Education

Diploma of Medical Assisting - Medical Assisting

Broadview University
West Jordan, UT
06-2012

High School Diploma -

Southpointe High School
Sandy
06-2003

Skills

  • KPI Tracking
  • Product Strategy
  • Product Lifecycle Management
  • Teamwork and Collaboration
  • Prioritization and Execution
  • Cross Functional Leadership
  • Data Analytics
  • Timeline Management
  • Salesforce, Jira, Gemini
  • Troubleshooting and QA
  • Technical Support
  • Vendor Management
  • Customer account management
  • Customer relationship building
  • Customer retention
  • Client relations
  • Customer advocacy
  • Strategic planning
  • Account management
  • Customer relations
  • Client service optimization
  • Training and mentoring
  • Revenue growth

Certification

Learning (Expert) - Cornerstone OnDemand

Core (Expert) - Cornerstone OnDemand

Compensation (Specialist) - Cornerstone onDemand

Learning Experience Platform - Cornerstone onDemand

Performance (Expert) - Cornerstone onDemand

Recruiting (Expert) - Cornerstone onDemand

Timeline

Customer Success Manager

Cornerstone Ondemand Inc.
08.2025 - Current

Sr. Learning Administration (CSOD)

SAI360
08.2021 - Current

LMS Product Manager

SAI360
08.2021 - 08.2025

Advanced Technical Support (Strategic Partners)

Cornerstone Ondemand Inc.
01.2020 - 08.2021

Customer Service Supervisor

NetflixCS
01.2015 - 01.2020

High School Diploma -

Southpointe High School

Diploma of Medical Assisting - Medical Assisting

Broadview University