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Ramp

Runs corporate cards and finance workflows

Customer Success Manager - Lifecycle

Customer SuccessPosted on Nov 13
Full-time$182k - $278k /yrHybrid

About the Job

Requirements

  • You must have owned a book of customers past launch and through renewal, with measurable retention, adoption, or satisfaction results.
  • You must measure success by customer experience, proactively address problems, and own escalations through resolution.
  • You must build multi-threaded relationships across finance, operations, and the C-suite, maintaining account continuity when a champion leaves.
  • You must communicate financial impact to CFOs, connect adoption to profit-and-loss outcomes, and make the case for continued investment in financial terms.
  • You must habitually use AI tools to prepare for calls, synthesize information, build customer-facing materials, and automate repetitive tasks.
  • You must prioritize account work using usage, revenue, and risk signals, identify at-risk accounts well before renewal, and know how to respond.
  • You must be comfortable with major enterprise resource planning platforms such as NetSuite, SAP S/4HANA, Workday, or Sage Intacct, understand their place in a customer’s finance stack, diagnose adoption blockers, and engage technical partners as needed.
  • You must be energized by building new processes, bring structure to ambiguity, and iterate quickly.
  • You must have 7 or more years of experience in enterprise customer success, account management, or consulting.

Responsibilities

  • Own the post-implementation experience for a portfolio of enterprise customers, with accountability for sustained adoption, customer satisfaction, and renewal readiness.
  • Understand each customer’s goals and guide them toward workflows and purchased products or features that improve business outcomes.
  • Serve as the customer’s expert in finance workflows, advise on decisions as needs change, and explain the value of new Ramp capabilities in the customer’s context.
  • Build multi-threaded relationships across accounts and partner with Account Management on executive relationships and long-term account strategy.
  • Partner with Account Management on quarterly business reviews and executive business reviews, quantifying Ramp’s impact through close-cycle improvement, spend visibility, savings, and return on investment.
  • Identify growth opportunities and bring them to Account Management, which owns renewals and expansion; drive ongoing activation as customers add products.
  • Monitor usage, customer profile, and risk signals; proactively address challenges and escalations through resolution before renewal is imminent.
  • Use AI tools daily to prepare for customer calls, create materials, synthesize data, identify account risk, and work efficiently.
  • Bring customer feedback and account-level patterns, gaps, and opportunities to Ramp to inform product and organizational development.
  • Help establish the Lifecycle CSM motion, including executive sponsor programs, champion groups, churn reviews, and playbooks.

Desired Qualifications

  • Experience with finance or fintech is a plus.
  • Experience with consumption-based revenue, where value is measured by usage or spend rather than seats, and expertise growing post-contract adoption.
  • Exposure to financial planning and analysis, accounting software ecosystems such as NetSuite, Sage, QuickBooks, or Xero, expense management, or CFO-adjacent workflows.
  • Demonstrated commercial impact through specific retention, adoption, or renewal metrics.
  • Background at an AI-first or AI transformation company where rethinking workflows around AI was part of the product or culture.
  • High-growth or startup experience and comfort operating amid ambiguity and rapid change.

About the Company

Ramp

Runs corporate cards and finance workflows

Ramp runs a financial operations platform for businesses and their finance teams, linking corporate cards with expense records and invoice payments. Finance teams use its software to collect receipts, approve spending and send transaction data to their accounting systems, while employees submit expenses through connected apps. Its Router service also directs AI requests across outside model providers, selecting models based on cost and performance. Customers use a free core plan or pay for broader software automation features, with partner banks issuing cards and providing deposit services. Ramp was founded in 2019 and has its headquarters in New York City.

Company size
1,001-5,000
Company stage
Growth Equity (Venture Capital)
Total funding
$5.4B
Headquarters
New York City, New York
Founded
2019

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