Jeffrey Gerik
Waco,TX
Summary
Accomplished Clinic Operations Manager with a proven track record in optimizing clinic performance, enhancing patient experience, and driving financial outcomes. Expertise in managing daily operations, financial analysis, and staff development. Demonstrated ability to exceed performance targets, streamline workflows, and implement strategic plans. Seeking to leverage my experience and skills as a Practice Administrator 1 to drive practice performance and align operational goals with the broader strategic vision of Baylor Scott & White Health.
Overview
9
9
years of professional experience
Work History
Clinic Operations Manager II
Baylor Scott & White Health
2022.08 - Current
- Exceeded MPQ targets in 2023 and 2024, achieving 103% and 114% respectively, with an exceptional score of 4.80.
- Maintained a consistent average of 112% cash-to-target collections and ensured a patient experience score consistently exceeding 96%.
- Managed daily operations of the Midway Clinic, overseeing a team of 7 providers and 24 employees including recruitment, training, and performance evaluations.
- Coordinated accounts receivable management, maximizing reimbursements and ensuring accurate and timely processing of charges and coding changes.
Account Executive
1VALET
2021.08 - 2022.08
- Achieved 150% of quota month-over-month through effective client prospecting and deal closure.
- Cultivated long-term partnerships by identifying sales opportunities and providing professional after-sales support.
- Monitored service after sale and implemented quick and effective problem resolutions.
Senior Customer Success Manager
AppFolio
2020.08 - 2021.08
- Ensured a 99% customer retention rate by fostering strong client relationships and guiding product adoption.
- Managed projects, reporting, and escalations, achieving a 96% NPS across managed accounts.
- Created customer support strategies to increase customer retention.
- Identified and communicated customer needs to supply chain capacity and quality teams.
Enterprise Account Development Lead
AppFolio
2019.01 - 2020.08
- Consulted with large property management companies, consistently exceeding sales targets with 140% quota attainment.
- Developed and executed sales campaigns, maintaining a high call volume and achieving significant revenue growth.
Financial Analyst
Marcus & Millichap
2018.07 - 2019.01
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Conducted comprehensive financial modeling and analysis, facilitating 54 loan closings with a total deal value of $69M.
- Coordinated with lenders to evaluate borrower risk and ensure loan eligibility.
Director of Sales and Operations
IWear
2017.06 - 2018.07
- Established ambitious sales targets, managed deployment strategies, and developed go-to-market plans to capitalize on every revenue opportunity.
- Established pricing strategies to maintain competitive pricing and maximize profits.
- Connected with prospects through trade shows, cold calling and local-area networking.
- Assisted with day-to-day operations and internal reporting, successfully implementing 11 pilot programs with national convenience store chains.
Business Development Representative
IDonate
2016.02 - 2016.08
- Expanded customer base by making 25-40 business calls daily, consistently achieving 100% of quota.
- Used SalesForce to handle current portfolio and prospective leads.
- Developed knowledge of company products and services to make suggestions according to customer needs.
Education
Master of Science - Business Management
Southern Methodist University
Dallas, TX05.2017
Bachelor of Science - Exercise Physiology
Baylor University
Waco, TX05.2015
Skills
- Practice Operations Management
- Financial Budgeting & Analysis
- Revenue Cycle Management
- Patient Experience Enhancement
- Staff Recruitment & Development
- Strategic Planning & Implementation
- Performance Metrics & Reporting
- Workflow Optimization
Timeline
Clinic Operations Manager II
Baylor Scott & White Health
2022.08 - Current
Account Executive
1VALET
2021.08 - 2022.08
Senior Customer Success Manager
AppFolio
2020.08 - 2021.08
Enterprise Account Development Lead
AppFolio
2019.01 - 2020.08
Financial Analyst
Marcus & Millichap
2018.07 - 2019.01
Director of Sales and Operations
IWear
2017.06 - 2018.07
Business Development Representative
IDonate
2016.02 - 2016.08
Master of Science - Business Management
Southern Methodist University
Bachelor of Science - Exercise Physiology
Baylor University
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