Jeffrey Gerik
Waco
Summary
Proven Enterprise CSM and Operations Leader with 8+ years of experience managing multimillion-dollar portfolios, driving adoption, building executive partnerships, and scaling SaaS and healthcare operations. Expert at guiding enterprise customers through onboarding, value realization, and expansion while enabling measurable revenue growth, retention, and workforce productivity. Skilled at aligning business strategy with execution to maximize ROI, streamline operations, and deliver long-term impact.
Overview
9
9
years of professional experience
Work History
Practice Administrator / Clinic Operations Manager
Baylor Scott & White Health
01.2022 - Current
- Lead operations for 3 high-volume clinics (15 providers, 45 staff) overseeing multimillion-dollar budgets.
- Build and implement KPI frameworks tracking patient access, provider efficiency, and financial performance; scaled adoption regionally.
- Reduce AR days and accelerated reimbursements through revenue cycle improvements.
- Deploy operational dashboards that enhanced financial forecasting, variance analysis, and executive-level reporting.
- Optimize workforce planning models, reducing overtime costs by 12% while maintaining quality of care.
- Partner with executive leadership to implement workflow transformation initiatives adopted across the region.
Account Executive (SaaS Sales)
1VALET
01.2021 - 01.2022
- Exceeded targets with 150%+ quota attainment selling SaaS-based smart building technology.
- Designed data-driven prospecting cadences that shortened sales cycles and improved conversion rates.
- Built post-sale lifecycle processes that improved client retention and upsell performance.
Enterprise Customer Success Manager (SaaS Accounts)
AppFolio
01.2019 - 01.2021
- Managed a portfolio of 25 mid-market to enterprise accounts, each with a minimum of 10,000 units under management and $500,000+ ARR.
- Owned executive onboarding and adoption strategy for complex, relationship-driven customers.
- Delivered targeted QBRs and expansion discussions with senior stakeholders, progressing 8+ qualified upsell and cross-sell opportunities annually.
- Partnered with Product, Implementation, and Support teams to resolve technical challenges and increase value realization.
Financial Analyst
Marcus & Millichap
01.2018 - 01.2019
- Performed detailed financial modeling, forecasting, and variance analysis to support multimillion-dollar investment decisions.
- Built dashboards and management reports that enhanced data accuracy and executive decision-making.
- Conducted scenario planning and sensitivity analyses to evaluate investment outcomes.
Director of Operations & Customer Success
iWear
01.2017 - 01.2018
- Directed operations and customer success for enterprise convenience store clients including Murphy USA, RaceTrac, and 7-Eleven.
- Oversaw account management and service delivery, ensuring operational excellence and customer satisfaction.
- Led Salesforce automation deployment and CRM improvements to optimize retention.
- Built SOPs and training programs to scale customer success operations.
Education
MS - Business Management
Southern Methodist University
05-2017
BS - Exercise Physiology, Minor in Entrepreneurship
Baylor University
05-2015
Skills
- Salesforce
- HubSpot
- Power BI
- Advanced Excel
- Epic
- Forecast Modeling
- Workflow Automation
- KPI Dashboarding
- SaaS & HealthTech Platforms
- Customer account management
- Customer retention
- Strategic planning
Websites
Core Competencies
- Enterprise Customer Success & Account Management
- Executive Onboarding & Stakeholder Alignment
- SaaS & FinTech Strategy | HealthTech SaaS
- Expansion & Revenue Growth | Commercial Acumen
- QBR & EBR Facilitation with Executives
- KPI Development, Forecasting & Data Insights
- Workflow Optimization & Change Management
- Cross-Functional Collaboration with Product/Implementation/Support
Timeline
Practice Administrator / Clinic Operations Manager
Baylor Scott & White Health
01.2022 - Current
Account Executive (SaaS Sales)
1VALET
01.2021 - 01.2022
Enterprise Customer Success Manager (SaaS Accounts)
AppFolio
01.2019 - 01.2021
Financial Analyst
Marcus & Millichap
01.2018 - 01.2019
Director of Operations & Customer Success
iWear
01.2017 - 01.2018
MS - Business Management
Southern Methodist University
BS - Exercise Physiology, Minor in Entrepreneurship
Baylor University
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