Manager, Customer Activation, Mid-Market

Posted Yesterday
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2 Locations
Hybrid
174K-266K Annually
Senior level
Fintech • Financial Services
Ramp helps thousands of businesses control spend, save time, automate busywork—and save an average of 3.5%.
The Role
Manage 6–8 Customer Success Managers overseeing mid-market customer activation. Responsibilities include coaching, onboarding optimization, quota and performance management, playbook development, product adoption, cross-sell and upsell support, AI and Salesforce dashboard utilization, forecasting, and cross-functional collaboration to improve customer outcomes and team efficiency.
Summary Generated by Built In
About Ramp

Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $275B in annualized spend flows in and out of 85,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.

The problems are high-stakes, data-dense, and unforgiving.

We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.

The median Ramp customer saves 7.5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same.

If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it.

About the Role

You will be a front-line manager to a group of 6-8 CSMs, who each manage ~60 Activations at a given time in Ramp’s Mid Market portfolio. You will be responsible for developing and standardizing implementation best practices, 1:1 coaching and mentoring, building a repeatable and scalable customer activation motion that enables growth without proportional increases in team size, and working closely with leaders across Sales, Marketing, Operations, Risk, and Product to drive positive outcomes for this segment. As a key member of the Mid Market CSM leadership team, you will have the opportunity to help build and refine Ramp’s customer success and onboarding motion.

What You'll Do
  • Set and maintain a high-performing culture and morale by managing a group of exceptional CSMs to drive thorough and efficient onboarding and product activation for Ramp’s medium/large customers

  • Oversee the daily activities and quota performance management of individual CSMs to ensure team exceeds product onboarding and spend activation goals, while maintaining strong CSAT

  • Refine best practice playbooks for the CSM team, and improve team output and efficiency over time by optimizing systems and processes

  • Develop and execute career development and leadership plans for direct reports; inclusive of but not limited to daily 1:1 mentoring, coaching on sales skills, enhancing product knowledge, providing call feedback, and running enablement sessions

  • Act as a voice of the customer and key contributor retaining and expanding Ramp’s Mid Market segment

  • Build and leverage internal AI tools and Salesforce dashboards to monitor the success of our customers and the performance of the team

  • Report on team performance and forecast to senior leadership

  • Represent the CSM team cross-functionally with leaders of other departments

What You Need
  • 5+ years of implementation, CSM or AM experience as an individual contributor, with a proven, consistent track record exceeding goals

  • 3+ years of experience building and leading implementation or CSM teams with a proven track record of exceeding goals

  • Prior demonstrated success in fast-paced, results-oriented GTM environments, ideally at SaaS companies

  • Ability to identify trends, translate company strategy into team-level priorities, and drive initiatives that improve team metrics and organizational outcomes

  • Proven ability to coach teams on selling the full platform, not just individual products; experience driving multi-product adoption, cross-sell, and upsell across a book of business

  • Track record of pushing pace on input metrics, building repeatable playbooks, and optimizing systems and processes to improve team output

  • Strong collaboration and influencing skills across Sales, Product, Operations, and other GTM teams; demonstrated ability to represent Customer Success at a leadership level

  • Comfort with and curiosity about AI tools and their application to CS workflows; ability to lead a team through AI-driven process transformation and evaluate how AI can augment CSM productivity and customer outcomes

  • Strong understanding of customer financial workflows, including AP/AR, spend controls, and month-end close processes; ability to coach CSMs on ROI-grounded conversations with controllers and finance leaders

  • Proficiency in data analytics tools (Salesforce, Looker, and Excel) with the ability to leverage data to drive decisions, create systems, and identify process improvements.

Nice to Haves
  • CPA or equivalent accounting certification, or deep working knowledge of accounting software (e.g. NetSuite, QuickBooks, Xero, Sage)

  • Experience with financial services sales or selling into finance and accounting personas

  • Experience at a high-growth startup in an enterprise or mid-market customer success environment

  • Familiarity with contribution profit models or usage-based revenue metrics

  • Experience leading teams through AI adoption or workflow automation initiatives

Benefits available to all full-time Ramp employees (Global)
  • Flexible PTO

  • Centralized home-office equipment ordering

  • Health and wellness stipend

  • Budget for intra-office travel

  • Weekly coffee stipend

United States
  • 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

  • Pet insurance

  • In-office perks: lunch, snacks, drinks, and more

  • Relocation expense coverage to NYC or SF (if needed)

Canada
  • Group medical, dental, and vision coverage through Sun Life

  • Life, AD&D, and disability coverage

  • Fertility drug coverage (up to $4,000 lifetime)

  • Group Retirement Plan with employer match (RRSP + DPSP)

  • Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay

  • Employee Assistance Program and virtual care through Lumino Health

United Kingdom
  • Private medical insurance through Freedom Elite

  • Virtual GP and at-home care via eMed x Livi

  • Workplace pension through Penfold, with salary sacrifice option

  • Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay

Referral Instructions

If you are being referred for the role, please contact that person to apply on your behalf.

 
Other notices

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

 

Beware of recruiting scams: Ramp will only contact you through official @Ramp.com email addresses and will never ask for payment or sensitive personal information during the hiring process.

 

Ramp Applicant Privacy Notice

Skills Required

  • 5+ years of implementation, Customer Success Management, or Account Management experience as an individual contributor
  • Proven, consistent track record of exceeding goals
  • 3+ years of experience building and leading implementation or Customer Success teams
  • Experience in fast-paced, results-oriented go-to-market environments, ideally at SaaS companies
  • Ability to identify trends, translate company strategy into team priorities, and drive initiatives improving metrics and organizational outcomes
  • Experience coaching teams on full-platform selling, multi-product adoption, cross-sell, and upsell
  • Experience building repeatable playbooks and optimizing systems and processes
  • Strong collaboration and influencing skills across Sales, Product, Operations, and other go-to-market teams
  • Ability to represent Customer Success at a leadership level
  • Comfort with and curiosity about AI tools and their application to Customer Success workflows
  • Ability to lead AI-driven process transformation and evaluate AI productivity applications
  • Strong understanding of customer financial workflows, including AP/AR, spend controls, and month-end close
  • Ability to coach ROI-focused conversations with controllers and finance leaders
  • Proficiency with Salesforce, Looker, and Excel
  • CPA or equivalent accounting certification
  • Deep working knowledge of accounting software such as NetSuite, QuickBooks, Xero, or Sage
  • Experience with financial services sales or selling to finance and accounting personas
  • Experience in a high-growth startup enterprise or mid-market Customer Success environment
  • Familiarity with contribution profit models or usage-based revenue metrics
  • Experience leading teams through AI adoption or workflow automation initiatives

Ramp Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ramp and has not been reviewed or approved by Ramp.

  • Fair & Transparent Compensation — Fair & Transparent Compensation: Pay is positioned as competitive or top-of-market in core technical roles, with strong base pay and total compensation ranges cited for engineers and product roles. Compensation is also framed as including meaningful equity alongside salary, making offers feel compelling versus many startup benchmarks.
  • Healthcare Strength — Healthcare Strength: Healthcare coverage is described as comprehensive, often including medical, dental, and vision, with additional primary-care access via a One Medical membership. The package is portrayed as above-average on employer coverage for employees, increasing perceived value of the benefits bundle.
  • Retirement Support — Retirement Support: A 401(k) with an employer match is consistently included as a core benefit. Immediate or meaningful matching is presented as a concrete financial benefit that goes beyond a basic plan offering.

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The Company
HQ: New York, NY
450 Employees
Year Founded: 2019

What We Do

Ramp is building the next generation of finance tools—from corporate cards and expense management, to bill payments and accounting integrations—designed to save businesses time and money with every click. More than 10,000 customers cut their expenses by 3.5% per year and closing their books 8x faster by switching to the Ramp platform. Founded in 2019, Ramp powers the fastest-growing corporate card and bill payment software in America and enables billions of dollars of purchases each year. Ramp continues to grow at an increasingly large scale, more than doubling its revenue run rate in the first half of 2022. Valued at $8.1 billion, Ramp's investors include Founders Fund, Stripe, Citi, Goldman Sachs, Coatue Management, D1 Capital Partners, Redpoint Ventures, General Catalyst, and Thrive Capital, as well as over 100 angel investors who were founders or executives of leading companies. The Ramp team comprises talented leaders from leading financial services and fintech companies—Stripe, Affirm, Goldman Sachs, American Express, Mastercard, Visa, Capital One—as well as technology companies such as Meta, Uber, Netflix, Twitter, Dropbox, and Instacart. Ramp was named Fast Company’s most innovative finance company in 2022.

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