Ramp is a financial operations platform focused on modern finance teams and AI integration. The Customer Activation Manager will ensure effective onboarding of new customers, driving value and revenue by implementing Ramp’s products and refining the customer strategy for growth.
Responsibilities:
- Ensure fast, thorough, and complete onboarding of new Ramp customers by partnering with Commercial Account Managers to educate new customers on Ramp’s functionality and best practices
- Work with new customers to deeply understand their current work flow, pain points, and obstacles to full rollout
- Drive revenue for Ramp by ensuring there are no unnecessary delays in the implementation process and continuing to sell the customer on why implementing Ramp is a high-value initiative
- Become an expert in the full range of integration and configuration options for Ramp’s suite of products
- Partner closely with the product team to ensure customer feedback is reviewed and prioritized
- Balance and own multiple priorities and tasks supporting implementation, follow-up, and proactive outreach
- Participate in hiring decisions, including interviewing, selection, and onboarding of new team members
- Develop and maintain policies, procedures, and best practices for implementation processes and customer onboarding workflows
Requirements:
- Minimum 3 years of experience in customer success, account management, or product operations experience in a B2B organization
- Exceptional project management and time management skills
- Excellent verbal and written communication skills
- Desire to learn product inside out and understand why Ramp was built the way it was and know how to communicate this effectively
- Proven track record of exceeding quota and/or outperforming key target metrics
- Ability to anticipate customers' needs and position product solutions accordingly
- High adaptability and ability to thrive in a fast paced environment
- Bachelor's degree from an accredited university
- Experience with Accounting Software (e.g. Netsuite, QuickBooks, Xero, Sage) and/or Accounting (CPA)
- Experience with financial services sales
- Experience at a high-growth startup