Customer Experience Agent

Ramp Ramp · Fintech · New York, NY · Customer Experience

This role is for a Customer Experience Agent at Ramp, a fintech company building financial infrastructure. The agent will troubleshoot customer issues across various products (payments, cards, travel, accounting integrations), partner with Engineering, Risk, Product, and Partnerships teams, and operate with an ownership mindset. A key aspect of the role is to actively build and shape AI tools used in CX operations, providing feedback and contributing to their evolution, rather than just using them. The role requires systems thinking, customer obsession, and the ability to manage escalations end-to-end. The company emphasizes building AI into CX operations and expects agents to be active participants in improving these tools.

What you'd actually do

  1. Be the voice of Ramp's Customer Support. You'll spend your day engaging with customers, primarily via live calls, email, and chat.
  2. Diagnose across a broad product surface. Ramp isn't one product — it's payments, cards, travel, accounting integrations, and more. You'll need to understand how they connect and where they break.
  3. Operate with an ownership mindset, managing escalations end-to-end. You take full accountability for every ticket you handle. When an issue crosses team boundaries — risk, engineering, product, partnerships — you route it correctly, follow up, and make sure the customer isn't left waiting. You'll work across Zendesk, internal tooling, and Slack-based escalation workflows.
  4. Build and shape AI tools, not just use them. Ramp is building AI into CX operations. You'll use AI-powered research tools and proprietary tools like Glass daily, provide direct feedback on what's working, and play an active role in how these tools evolve. You're not just a user — you're a builder. We are all builders at Ramp.
  5. Ship improvements, not just flag them. When you notice a process gap, a missing SOP, or a knowledge base article that's sending agents down the wrong path, you don't just raise it — you have the autonomy to roll up your sleeves and fix it. Leverage AI to solve problems, build automations, and improve the systems around you. The best people in this role make the whole team better.

Skills

Required

  • systems thinker
  • actively use AI tools — Claude, Notion AI, research and workflow tools — and can demonstrate how you've applied them to get real work done
  • fast-moving while holding yourself to a high bar for execution
  • can hold a technical conversation about how systems connect (APIs, bank integrations, accounting software)
  • manage competing priorities without dropping things
  • write clearly and concisely
  • comfortable on the phone
  • demonstrated track record of exceeding key performance standards, including CSAT, QA, and speed-of-service metrics

Nice to have

  • Experience building workflows or automations using AI tools, not just prompting
  • Familiarity with accounting workflows (AP/AR, GL, reconciliation) or ERP integrations (NetSuite, QuickBooks, Sage)
  • Background in payments infrastructure (ACH, wire transfers, card networks)
  • Track record of working somewhere that shipped product fast and expected CX to keep up

What the JD emphasized

  • actively use AI tools
  • build and shape AI tools
  • build automations
  • improve the systems around you
  • build workflows or automations using AI tools