Activation & Onboarding Lead for Scaled SMBs

Ramp; Remote; CAD 70,000 - 90,000; Full time

Job summary

A financial operations platform is seeking a Customer Success Manager to oversee the onboarding and retention of SMB accounts. You will specialize in efficiently integrating customers into Ramp's services, maintaining high satisfaction rates, and providing feedback on product improvements. Ideal candidates should have at least 3 years of experience in a customer success or sales role, exceptional communication skills, and proven project management capabilities. Join a team where growth and ownership are key in a startup environment.

Benefits

100% medical, dental & vision insurance

401k with employer match

Flexible PTO

Fertility HRA (up to $5,000 per year)

Work from home stipend

Wellness stipend

Parental Leave

Relocation support to NYC or SF

Pet insurance

Qualifications

• Minimum 3 years of sales, customer success, or product operations experience in B2B.
• Exceptional project management and time management skills.
• Excellent verbal and written communication skills.

Responsibilities

• Drive onboarding of new Ramp customers at scale.
• Manage micro-SMB and SMB accounts ensuring complete onboarding.
• Identify opportunities for automating and scaling processes.

Skills

Customer success experience

Project management

Communication skills

Time management

KPIs achievement

Tools

Accounting software (e.g. Netsuite, QuickBooks)

Job description

A financial operations platform is seeking a Customer Success Manager to oversee the onboarding and retention of SMB accounts. You will specialize in efficiently integrating customers into Ramp's services, maintaining high satisfaction rates, and providing feedback on product improvements. Ideal candidates should have at least 3 years of experience in a customer success or sales role, exceptional communication skills, and proven project management capabilities. Join a team where growth and ownership are key in a startup environment.