Customer Activation Manager | Stack Accounting
Ramp is hiring Customer Activation Manager for Stack, Ramp's purpose-built AI accounting platform https://ramp.com/stack for accounting firms and in-house finance teams. Its agents follow each team's processes across connected systems to complete reviewable accounting work, from recurring tasks through close and reconciliations. You will help customers identify use cases, translate their accounting process into a practical implementation plan, and build trust in agentic bookkeeping through results, impact, and deployment. You will own the customer-facing path from discovery through adoption, partner with specialists on technical setup, and help shape the playbook as the product grows. This role calls for accounting judgment, experience bringing software or process change to life with customers, and an understanding of agentic workflows.
WHAT YOU’LL DO
- Learn how each customer handles close, reconciliations, journal entries, exceptions, and review today; identify where Stack and agentic workflows can deliver useful value.
- Translate the current process into an implementation plan with clear inputs, owners, dependencies, validation steps, and human review.
- Guide Controllers, accountants, and other stakeholders from discovery through first use, training, and repeat adoption; adjust the plan when confidence or usage stalls.
- Coordinate with Sales, Customer Success, Product, and other Ramp teams on deployments as well as process, systems, and product improvements
- Act as an advocate and expert on AI-assisted accounting work
- Turn early customer learnings into reusable discovery questions, launch steps, and adoption practices for the next implementation.
WHAT YOU’LL NEED
- Roughly 4+ years of relevant experience in customer success, software implementation, accounting systems implementation, finance transformation, consulting, or a related customer-facing role; level is flexible based on experience.
- Hands-on accounting fluency: you can explain source data, close or reconciliation steps, exceptions, controls, and sign-off with concrete examples.
- Experience translating an accounting or finance workflow into a software implementation or process change, with evidence of what improved.
- Ownership of customer or client adoption beyond setup, including stakeholder alignment, training, troubleshooting, and follow-through.
- Clear communication with both finance leaders and hands-on accountants, especially when a proposed automation needs validation or a change in scope.
- Comfort creating a plan and reusable process when the product and implementation motion are still evolving.
NICE TO HAVES
- CPA, public accounting, controllership, or accounting advisory experience paired with software implementation or consulting.
- Experience with accounting automation, close management, or forward-deployed accounting work.
- Familiarity with ERP or accounting-system integrations and the data or permission issues that arise during implementation.
- Experience helping accounting teams adopt AI-assisted workflows with appropriate human review.