AI-Powered Customer Activation Lead for Finance

Ramp; United States; Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Flexible PTO

Centralized home-office equipment

Health and wellness stipend

Budget for intra-office travel

Weekly coffee stipend

One Medical annual membership

401(k) with employer match

Job summary

Ramp is hiring a Customer Activation Manager for Stack to guide customers from discovery to adoption, translating their accounting processes into practical implementation steps with strong ownership of outcomes.

You will collaborate across Sales, Success, Product, and finance teams to deploy automation, review results, and grow adoption with customers and firms using Ramp’s AI accounting platform.

Qualifications

• 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: 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 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.

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 the company 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.

Skills

Customer success

Software implementation

Accounting fluency

Finance transformation

Consulting

Stakeholder management

Tools

ERP integrations

AI-assisted workflows

Job description

Ramp is hiring a Customer Activation Manager for Stack to guide customers from discovery to adoption, translating their accounting processes into practical implementation steps with strong ownership of outcomes.

You will collaborate across Sales, Success, Product, and finance teams to deploy automation, review results, and grow adoption with customers and firms using Ramp’s AI accounting platform.