Description
We're looking for a Customer Activation Manager to join our team for Stack, Ramp's AI accounting platform. You'll help customers identify use cases, translate their accounting process into a practical implementation plan, and build trust in agentic bookkeeping.
Responsibilities:
- Learn how each customer handles close, reconciliations, journal entries, exceptions, and review today; identify where Stack and agentic workflows can deliver useful value.
- Translate the current process into an implementation plan with clear inputs, owners, dependencies, validation steps, and human review.
- Guide Controllers, accountants, and other stakeholders from discovery through first use, training, and repeat adoption; adjust the plan when confidence or usage stalls.
- Coordinate with Sales, Customer Success, Product, and other Ramp teams on deployments as well as process, systems, and product improvements.
- Act as an advocate and expert on AI-assisted accounting work.
- Turn early customer learnings into reusable discovery questions, launch steps, and adoption practices for the next implementation.
Requirements:
- Roughly 4+ years of relevant experience in customer success, software implementation, accounting systems implementation, finance transformation, consulting, or a related customer-facing role.
- Hands-on accounting fluency: you can explain source data, close or reconciliation steps, exceptions, controls, and sign-off with concrete examples.
- Experience translating an accounting or finance workflow into a software implementation or process change, with evidence of what improved.
- Ownership of customer or client adoption beyond setup, including stakeholder alignment, training, troubleshooting, and follow-through.
- Clear communication with both finance leaders and hands-on accountants, especially when a proposed automation needs validation or a change in scope.
- Comfort creating a plan and reusable process when the product and implementation motion are still evolving.
Nice to haves:
- CPA, public accounting, controllership, or accounting advisory experience paired with software implementation or consulting.
- Experience with accounting automation, close management, or forward-deployed accounting work.
- Familiarity with ERP or accounting-system integrations and the data or permission issues that arise during implementation.
- Experience helping accounting teams adopt AI-assisted workflows with appropriate human review.
Benefits:
- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
- 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
- One Medical annual membership
- 401(k), including employer match on contributions made while employed by Ramp
- Fertility HRA (up to $10,000 per year)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay