RAMILA LOPINTO
Queens,NY
Summary
Customer Success professional with 3+ years of experience supporting B2B platforms, client retention, and onboarding strategies—especially within mission-driven and content-focused organizations. Skilled in building deep customer relationships, understanding editorial workflows, and translating feedback into strategic actions. Adept at using CRM tools and customer usage data to drive engagement, product improvement, and long-term satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Data Strategy and Event Manager
NEXUS Global
02.2024 - Current
- Built strategic relationships with editorial leaders, social teams, and partner organizations to align content, events, and communications with client goals.
- Acted as the primary point of contact for partners, providing onboarding, support, and personalized engagement strategies.
- Used Salesforce CRM to analyze engagement trends and feedback, identifying opportunities to adjust messaging and optimize outreach.
- Led data collection efforts across large summits and monthly events, ensuring accurate, actionable insights for event follow-up and product development.
- Created forms, dashboards, and internal reports to monitor and assess the registration process, track user behavior, and inform strategies for improved engagement and retention.
Director of Finance and Administration
SalesCraft LLC
New York, NY
02.2022 - 02.2024
- Oversaw strategic relationships with B2B clients, ensuring their business goals were supported through custom Salesforce builds, data automations, and workflow improvements.
- Served as liaison between client teams and internal product engineers, using feedback to guide product updates and user experience enhancements.
- Conducted onboarding and educational sessions, tailoring materials to editorial or sales functions depending on the client’s priorities.
- Interpreted customer data to help identify platform underutilization, training gaps, and upsell opportunities.
- Supported communications between content, tech, and operations teams—ensuring client needs were met on time and in scope.
Sales Representative / Assistant Manager
Jamaica Vision Center
08.2020 - 01.2022
- Provided tailored customer service, listening actively to client concerns and educating them on complex product options.
- Took a consultative sales approach that fostered trust and long-term loyalty.
Education
BBA - Accounting, Law & Policy
Baruch College
New York, NY08-2022
Skills
- B2B Customer Success & Account Management
- Client Retention & Engagement Strategy
- Salesforce CRM & Data Analytics
- Onboarding & Training Enablement
- Insight Gathering & Feedback Loops
- Product Adoption & Usage Analysis
- Content Strategy & Communication
- Event & Project Management
Certification
Salesforce Certified Administrator
Behavioral Finance Certificate from Duke Universety
Languages
Russian
Native/ Bilingual
Timeline
Data Strategy and Event Manager
NEXUS Global
02.2024 - Current
Director of Finance and Administration
SalesCraft LLC
02.2022 - 02.2024
Sales Representative / Assistant Manager
Jamaica Vision Center
08.2020 - 01.2022
BBA - Accounting, Law & Policy
Baruch College
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