Carlos Ramey
I bring over 15 years of experience bridging healthcare IT, SaaS operations, and customer experience. My background spans from technical engineering and cybersecurity to executive leadership — allowing me to unify strategy, technology, and service excellence under one vision.I specialize in transforming complex operations into efficient, scalable systems that enhance both client outcomes and internal workflows. From AI implementation and automation using Python and tools like Ansible or N8N, to optimizing platforms like HubSpot, Zendesk, and Wave, I focus on driving measurable business impact.I’m deeply committed to building strong teams, improving processes, and ensuring a seamless experience across every stage of the customer journey — from onboarding to retention. My approach combines hands-on technical expertise with strategic leadership, fostering collaboration between departments and aligning technology with long-term growth.Core strengths include:Healthcare IT, EMR/RCM systems, and HIPAA complianceCustomer success and retention strategyAI and automation deploymentCRM, ticketing, and workflow integrations (HubSpot, Zendesk, ServiceNow)Technical project management and team development
Customer Success Beyond Boundaries
Customer Success isn’t just for software companies—it’s a universal philosophy that drives growth in every industry. Whether you’re running a healthcare practice, a financial firm, or a manufacturing business, success depends on understanding your clients, anticipating their needs, and creating value long after the initial sale. My consulting approach helps organizations build scalable systems for retention, engagement, and long-term loyalty—transforming satisfied customers into advocates. By aligning your operations, sales, and support around measurable outcomes, I help you turn customer success into a powerful growth engine for your business.
Let’s Make Your Customers Love You (Even More)
If your customers aren’t writing you thank-you notes yet, let’s fix that. Whether you’re in healthcare, SaaS, or something entirely different (goat yoga startup, anyone?), I can help you turn “just okay” clients into raving fans. Drop me a message, and let’s talk about building a customer success strategy that actually works—and maybe share a few bad puns along the way. Your future loyal customers are already waiting for us to meet.