Customer Activation | Partnerships

Ramp Ramp · Fintech · New York, NY · Sales

This role focuses on customer success and partnerships within a fintech company, specifically managing the activation, growth, and retention of partner-referred customers. The responsibilities include building partner relationships, enabling partners through onboarding and education, and driving customer activation at scale. The role requires experience in customer success, partnerships, or account management, with a strong emphasis on project management, communication, and exceeding targets. Familiarity with accounting software and experience in high-growth startups are considered nice-to-haves.

What you'd actually do

  1. Build and maintain strong, long-term relationships with key partners segments, including Accounting, Private Equity, and Venture Capital
  2. Serve as the trusted advisor and advocate for partners, understanding their business models, goals, and challenges.
  3. Develop and deliver partner onboarding and education on the full range of integration and configuration options for Ramp’s suite of products
  4. Work with partners and their customers to drive efficient, thorough, and complete onboarding at scale

Skills

Required

  • Minimum 3 years of experience in customer success, partnerships, account management, or product operations experience
  • Familiarity with partner ecosystem operations
  • Exceptional project management and time management
  • Excellent verbal and written communication
  • Experience working with technical counterparts in Product and Engineering to share feedback, troubleshoot, and ideate workarounds as needed
  • Desire to learn our product inside out. 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 customer needs and position product solutions accordingly
  • High adaptability and ability to thrive in a fast-paced environment

Nice to have

  • Experience with accounting partners, Private Equity, and/ or Venture Capital
  • Experience contributing to the development and growth of new teams
  • Familiarity with accounting software, including QuickBooks Online, NetSuite, Sage, and Microsoft Dynamics
  • Experience with financial services sales
  • Experience at a high-growth startup

What the JD emphasized

  • Minimum 3 years of experience in customer success, partnerships, account management, or product operations experience
  • Proven track record of exceeding quota and/or outperforming key target metrics