Technology & ERP Implementation Support
Implementation planning, stakeholder coordination, onboarding, training, and adoption support for business software initiatives.
Independent technology & business advisory
Better systems.
Stronger businesses.
Practical consulting for growing organizations. I help teams implement software, improve customer experience, and automate workflows across the tools they already use.
Request a meeting →What we do
Expertise where business meets technology.
Flexible, hands-on support designed to help teams adopt new tools, improve processes, and create better customer experiences.
Customer Success & Account Management
Customer onboarding, retention programs, relationship management, and scalable success processes.
AI Workforce & Workflow Automation
I build AI agents that connect the SaaS tools you already use. They can move data between systems, automate routine handoffs, and prepare reports so your team spends less time on manual work.
Revenue & Client Growth
Account expansion planning, customer engagement strategies, and support for revenue-generating teams.
For early-stage B2B SaaS teams
Customer Onboarding Audit
If new customers stall after kickoff or keep getting stuck at the same setup step, I’ll help you find the cause, rewrite the materials they rely on, and put the fixes into practice with your team.
What we’ll do together
- Find where customers get stuck. I’ll review your sales handoff, kickoff, and first 30 days, then prioritize the fixes.
- Rewrite key onboarding materials. I’ll update the materials your team needs most, such as the welcome email, kickoff agenda, and setup checklist.
- Put the changes into use. I’ll walk your team through the new flow, help roll it out, and agree on a way to track progress, such as time to complete setup.
From my SaaS customer success work
Building an onboarding process from the ground up
As an early member of a SaaS customer success team, I helped build out how we onboarded customers. Getting started meant connecting accounting data, configuring reports, and training users to work with those reports.
I guided customers through setup and data mapping, troubleshot issues along the way, and trained them on the reporting workflows they’d use after onboarding.
About Paramo Consulting
Personal attention. Practical execution.
Founded by Carlos Paramo, Paramo Consulting brings experience across enterprise software, financial technology, and SaaS customer relationships to help organizations move from planning to execution.
We take a collaborative approach to every engagement, aligning the right people, processes, and technology to the challenge at hand. For specialized technical work, we collaborate with qualified delivery partners as needed.
Connect with Carlos on LinkedIn ↗
“Helping organizations turn technology investments into meaningful business outcomes.”
Work with us
Let's discuss your next project.
Whether you're implementing new software, strengthening customer relationships, or improving operations, we'd welcome a conversation.
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