Michael Ramos
Customer Success & Operations Manager
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About
Support day-to-day Customer Success and operational workflows, including customer enrollment, course administration, certification, and account support. Coordinate customer and course activity across Salesforce, Magento, edX, and other internal platforms to maintain accurate records and resolve issues efficiently. Manage student and customer requests throughout the enrollment and learning process while coordinating with internal teams when needed.
Experience
Customer Success & Operations Manager at New York Institute of Finance (NYIF) (2026-04 – Present)
- Support day-to-day Customer Success and operational workflows, including customer enrollment, course administration, certification, and account support.
- Coordinate customer and course activity across Salesforce, Magento, edX, and other internal platforms to maintain accurate records and resolve issues efficiently.
- Manage student and customer requests throughout the enrollment and learning process while coordinating with internal teams when needed.
- Support course launches and ongoing administration, including enrollment, examination access, certification, and learning-platform activities.
Funding Manager at Nationwide Capital Solutions / Key Capital Group (2025-07 – 2026-03)
- Managed client relationships and funding pipelines while coordinating financing opportunities from application through closing.
- Evaluated business financials, credit profiles, cash flow, and funding requirements to identify appropriate financing solutions.
- Coordinated with lenders and funding partners while maintaining accurate documentation, client communication, and deal-flow records.
- Advised business owners on alternative financing options, commercial lending products, and structured funding solutions.
Energy Consultant at MPower Solar (2025-01 – 2025-07)
- Advised residential and commercial clients on energy solutions, cost savings, and efficient usage strategies.
- Managed customer follow-ups, onboarding, and data tracking throughout the sales process.
Administrative Assistant at Tadaca Educational Solutions (2024-07 – 2025-01)
- Supported administrative operations, scheduling, research, budgeting, grant writing, and client proposal development.
- Coordinated documentation and internal projects while supporting senior staff across multiple business functions.
Education
Bachelor of Business Administration (BBA) in Business – CUNY - City College (2020-08 – 2024-05)

