Keri Gohman

Keri Gohman Email and Phone Number

CEO @ PatientNow
Boulder, CO, US
Keri Gohman's Location
Boulder, Colorado, United States, United States
About Keri Gohman

I am passionate about driving technological disruption and innovation across SaaS, platform businesses, Office of the CFO tools, and embedded fintech/services. My career has been dedicated to helping businesses of all sizes leverage evolving technologies to operate more efficiently, playing mission-critical roles in enabling sustainable financial success. I've had the privilege of leading outstanding teams most recently at CARET as CEO and prior at some of the world’s most respected companies including Bain Capital Ventures, Xero, Capital One, Intuit, and GE. My global experience spans North America, Europe, and APAC, giving me a unique perspective on leadership and growth across diverse markets.With a proven track record in P&L management, strategic leadership and operating rigor, I’ve consistently reshaped businesses to deliver results. My expertise spans startups, high-growth scaling and challenging turnarounds where I've led teams to unlock growth, drive innovation, and deliver unmatched value for both customers and shareholders.I believe achieving outsized results starts with inspiring and leading people to do their best work. It’s about setting big goals, building a culture that’s high-octane and empowering, and fostering the relentless drive to adapt, innovate, and keep moving forward—all while making the ride unforgettable and fun!

Keri Gohman's Current Company Details
PatientNow

Patientnow

View
CEO
Boulder, CO, US
Keri Gohman Work Experience Details
  • Patientnow
    Ceo
    Patientnow
    Boulder, Co, Us
  • Caret
    Board Member & Advisor
    Caret Aug 2024 - Present
    San Diego, California, Us
  • Caret
    Ceo
    Caret 2022 - Jul 2024
    San Diego, California, Us
    CARET’s practice management SaaS and fintech platform vertically focuses on enabling more than 10,000 small and mid size law firms with the latest SaaS and AI technology while our document automation solutions provide efficiencies for the world's largest legal and financial services enterprises. Leveraging the prowess of advanced and secure practice management systems, cutting-edge document assembly and automation, and a seamless payment processing platform, CARET empowers firms, professionals, and their clientele to refocus their expertise on what truly matters.
  • Pleo
    Board Member & Investor
    Pleo 2021 - Present
    København N, Hovedstaden, Dk
    Pleo is Europe's most loved and trusted modern spend management platform.
  • Passport
    Board Member
    Passport 2021 - 2024
    Charlotte, Nc, Us
    Passport’s mobility and payments platform helps cities manage parking and mobility infrastructure, creating more livable, equitable communities.
  • Bain Capital Ventures
    Partner
    Bain Capital Ventures 2019 - 2022
    San Francisco, California, Us
    BCV helps founders build iconic businesses that transform the way we live and work across Fintech, Apps, Infra & Commerce.
  • Xero
    Chief Platform Business Officer
    Xero 2018 - 2019
    Te Aro, Wellington, Nz
    Driving development of new global businesses delivering on Xero’s mission to rewire the global economy. Charged with fueling Xero’s next 10 years, capitalizing on Xero’s position leading one of the only ecosystems / networks for small businesses in the world. Focused on delivering innovative solutions to persistent small business pain points, expanding beyond accounting. - Solving financial services challenges - leveraging $2.8T in transactions and 60MM connections across payments (AR / AP), lending and cash management solutions; - Driving ecosystem evolution across 700+ add on applications and our 50,000 developer network;- Integrated disparate business and product teams to create new financial services offerings and marketplace solutions, delivering a unified strategy and market articulation of the platform opportunity for the investment community.
  • Xero
    President, Xero Americas
    Xero 2016 - 2018
    Te Aro, Wellington, Nz
    Xero is one of the fastest- growing cloud-based SaaS companies globally. Led turnaround of Xero Americas, expanding into the largest markets in the world, fully shifting strategy, revamping product suite, distribution, operations, and talent. Drove subscriber growth of 200% and revenue expansion of more than 5X. Led acquisition and integration of Hubdoc, Xero’s largest acquisition, to accelerate category globally.
  • Capital One - Spark Business
    Executive Vice President And Head Of Small Business Bank - Spark Business
    Capital One - Spark Business 2013 - 2016
    Mclean, Va, Us
    Key leader of the bank executive team which is charged with transforming retail banking and building a digital proposition for the company. General manager of the small business bank – led 1000+ employees across teams that support entrepreneurs and business banking clients in retail, digital banking, and payments. Directed division across deposits, lending and credit risk management, commerce, and payments.
  • Capital One - Spark Business
    Senior Vice President, Small Business Deposits & Payments
    Capital One - Spark Business 2012 - 2013
    Mclean, Va, Us
    Developed and managed small business deposits & payments strategy and P&L. Specific scope included creating differentiated business models and enhancing profitability within core deposits, digital payments and cash management.
  • Capital One - Spark Business
    Senior Vice President, Digital Banking Models
    Capital One - Spark Business 2010 - 2012
    Mclean, Va, Us
    Responsible for rethinking traditional retail banking-- developing innovative mobile, online and physical experiences and business models.
  • Capital One - Spark Business
    Vice President, Sales And Customer Experience
    Capital One - Spark Business 2008 - 2010
    Mclean, Va, Us
    Led multi-channel sales and high value customer operations. Responsibilities included strategy development and management of the 3,500+ live agent, VRU, online and chat channels. Budget accountabilities included over $100 Million in spend.
  • Intuit
    Director, Sales & Support
    Intuit 2006 - 2008
    Mountain View, California, Us
    Led national sales and technical support for accountants and tax professionals –establishing, supporting and expanding critical relationships with accountants to support Intuit’s small business customers.
  • Intuit
    Director Of Global Professional Services Business
    Intuit 2004 - 2006
    Mountain View, California, Us
    Ran global P&L and organization, supporting corporate, commercial and residential real estate accounting with financial management. Team comprised product development, technical and strategy consulting, technical support services and application hosting.
  • Ge Financial Assurance
    Master Black Belt & Sales Force Effectiveness Leader
    Ge Financial Assurance 2002 - 2004
    Boston, Ma, Us
    Utilized statistics and analytics to identify new strategies and insights across seven distribution channels with more than $10B in revenue. Accountable for sales, marketing and technical product strategies for $1 Billion immediate annuity product line. Developed product and marketing strategies for annuity product lines
  • Ge Financial Assurance
    Various Marketing And Product Strategy Leadership Roles
    Ge Financial Assurance 1998 - 2002
    Boston, Ma, Us
    • Accountable for sales, marketing and technical product strategies for $1 Billion immediate annuity product line • Developed product and marketing strategies for annuity product lines

Keri Gohman Skills

Strategy Leadership Management Analytics Product Management Business Strategy Banking Cross Functional Team Leadership Process Improvement Marketing Strategy Marketing Customer Experience Change Management Strategic Planning Vendor Management Sales P&l Management Team Leadership Segmentation Business Process Improvement

Keri Gohman Education Details

  • University Of Lynchburg
    University Of Lynchburg
    Master Of Business Administration (M.B.A.)
  • Stanford Graduate School Of Business Executive Education
    Stanford Graduate School Of Business Executive Education
    D School - Design Thinking

Frequently Asked Questions about Keri Gohman

What company does Keri Gohman work for?

Keri Gohman works for Patientnow

What is Keri Gohman's role at the current company?

Keri Gohman's current role is CEO.

What is Keri Gohman's email address?

Keri Gohman's email address is kg****@****res.com

What is Keri Gohman's direct phone number?

Keri Gohman's direct phone number is +170344*****

What schools did Keri Gohman attend?

Keri Gohman attended University Of Lynchburg, Stanford Graduate School Of Business Executive Education.

What skills is Keri Gohman known for?

Keri Gohman has skills like Strategy, Leadership, Management, Analytics, Product Management, Business Strategy, Banking, Cross Functional Team Leadership, Process Improvement, Marketing Strategy, Marketing, Customer Experience.

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