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 $100B in annualized spend flows in and out of 50,000+ 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 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
Ramp's Customer Success team is at an inflection point. As our product becomes increasingly autonomous, the CSM role is shifting from onboarding and activation toward something more ambitious: CSMs who operate as multi-product consultants and strategic finance advisors, credible partners to controllers, CFOs, and finance leaders navigating real operational change.
This role is the engine behind that shift. You'll design and deliver the training programs, playbooks, and frameworks that help an entire post-sales organization work differently - more consultative, more commercially minded, and grounded in genuine finance expertise.
This is the highest-priority initiative on the CS leadership roadmap. You'll have executive sponsorship, cross-functional partnership, and the organizational mandate to move fast.
What You'll Do
Build the Enablement Foundation (First 90 Days)
- Assess the current state of CSM capabilities and identify the highest-leverage gaps between where the team is today and where it needs to be
- Design and begin delivering two core training tracks: sales enablement (discovery, positioning, multi-product expansion motions) and finance acumen (AP/AR, month-end close, spend controls, controller-level conversations)
- Document and systematize activation playbooks, onboarding processes, and team best practices into a shared operating infrastructure
- Build relationships across product, analytics, solutions, and senior leadership to understand the full picture before building in isolation
Scale and Deepen the Program (Months 4-12)
- Develop exec-level courses, scrimmages, role plays, and certifications across the CSM organization
- Lead all-hands sessions, product enablement programs, and cross-functional training
- Build change management frameworks that help CSMs (and their customers) navigate workflow transformation
- Adapt existing enablement content for CSM-specific contexts and motions
- Standardize how the team captures and shares learnings from customer finance transformations
Own the AI Enablement Roadmap
- Lead the CSM AI competency program, building a structured roadmap to raise the floor of AI fluency across the team
- Create documentation and best practice workflows for internal AI tool adoption
- Help CSMs guide customers through their own AI journey, including organizations that need hands-on support before they're ready for autonomous workflows
Be a Strategic Partner
- Collaborate with CS leadership on organizational direction, not just execution but ideas and alignment
- Bring patterns from top customer transformations back to the team as scalable learning
- Partner with finance and CS leadership on curriculum development for finance acumen training
- Help the team articulate the business value of Ramp at the workflow transformation level, beyond time and cost savings
What You Bring
Practitioner CS background. You've done CSM, implementation, or post-sales work yourself. You know what it's like to sit across from a finance team and help them change how they work. That lived experience is essential because it's the foundation of your credibility with the field.
Finance and accounting expertise. You understand how finance teams actually operate - AP/AR, procurement, month-end close, spend controls. You can engage a controller as a peer, not a support rep. This could come from a CPA background, financial operations consulting, or deep practitioner experience in finance-adjacent roles.
Sales enablement experience. You've built or delivered programs that develop commercial skills like discovery, positioning, and expansion. You understand how to translate a sales motion for a CS context.
Consulting orientation. You think in terms of business value frameworks, change sequencing, and helping teams unlearn as much as they learn. You're comfortable translating product capabilities into workflow-level outcomes.
High agency and problem-solving instinct. You take ambiguous, opaque problems and turn them into real solutions. You identify what needs to happen and move on it without waiting for permission. People leave conversations with you having learned something.
AI fluency. You use AI tools in your daily work and can guide others to do the same. You understand that raising the floor of adoption matters more at scale than catering to the ceiling of experimentation.
What Would Make You Stand Out
- CPA, accounting, or ERP implementation background (NetSuite, Oracle Fusion, or similar)
- Experience at a fintech or financial software company
- Background in management consulting or business process transformation
- Familiarity with spend management, procurement, or AP/AR workflows
What You Get
- A role with clear executive sponsorship and organizational priority
- The mandate to build something from the ground up, not maintain someone else's program
- A team and leadership group that values builders who think critically, move fast, and raise the bar for everyone around them
- A career trajectory that scales with the impact you create
Benefits available to all full-time Ramp employees (Global)
• Flexible PTO
• Unlimited AI token usage
• 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 (80 days) at 100% pay
• Pet insurance
• In-office perks: lunch, snacks, drinks, and more
• Relocation support to NYC or SF (as 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 (80 days) 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 (80 days) 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._
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