Carlos Ramey is a customer success and operations strategist with 15+ years of experience helping businesses grow, retain customers, and streamline the systems that connect sales to service. Currently VP of Customer Success at HelloNote — a healthcare EMR and practice management platform — Carlos leads retention strategy, support operations, and product feedback loops for therapy practices nationwide. He also runs Carlos Ramey Consulting, advising companies on strategy, operations, IT infrastructure, and medical billing. But healthcare is just one chapter. Carlos has worked across industries and across the entire customer journey — from prospecting and closing deals to onboarding, adoption, renewal, and win-back. He's led CRM implementations, built scalable support workflows, managed complex billing operations, and turned churning accounts into long-term partnerships. His background includes Fortune 50 operational experience, deep expertise in platforms like HubSpot, Salesforce, and healthcare clearinghouse systems, and a communication-first leadership style built on the belief that how you say it matters as much as what you know. Whether you're a founder trying to stop the bleeding on churn, a small team looking to professionalize your customer operations, or a solo consultant figuring out how to scale — Carlos has been in your shoes and can help you build what's next.
Carlos Ramey Consulting — Services & Pricing
Services & Pricing
Customer success strategy, operations, and leadership — tailored to where you are and where you need to go.