[Internal] Managed Services, Consultant
ABOUT THE ROLE
We’re looking for a founding Professional Services Consultant who is Ramp’s deepest product expert, a hands-on builder, and a strategic thought partner to the finance teams we serve. You work as an extension of the customer's team: you're embedded in their strategy, you understand where their finance organization is headed, and you do the execution work to get it there. You map their current-state workflows, design the future state, and configure Ramp to match it.
You’re dialed into the roadmap, driving transformation across their platform and finance orgs. You get customers live fast, and in some cases stay on as their ongoing partner, optimizing their Ramp environment and advising strategically as the business grows.
You'll work across a portfolio of enterprise accounts in partnership with Customer Success during activation, and Account Managers beyond implementation.
WHAT YOU’LL DO
OWN CUSTOMER DELIVERY
- Discovery and process mapping — Run workshops to analyze current-state finance workflows across spend, procurement, AP, expense, travel, and close. Diagnose where time and money are actually leaking, and define the optimal Ramp solution.
- Solution design — Design and document the end-to-end solution: persona-based workflow design, approval and policy architecture, configuration blueprints, and deployment documentation that a customer admin can maintain after go-live.
- Hands-on configuration — Execute the core functional workstream. Configure Ramp to match the approved design: policies, approval chains, accounting rules, GL and dimension mapping, entity and multi-currency structures, roles and permissions.
- Integrations and data — Work with customer IT, accounting, and security teams to scope and validate ERP and HRIS integrations, map and reconcile data, build against Ramp's APIs where standard connectors don't reach, and clear security reviews.
- Agentic workflow enablement — Configure and tune Ramp's agentic finance capabilities for each customer's context: agent behavior, policy logic, prompt and rule design, exception handling. Help the customer's team understand what to hand to an agent and what to keep.
- Training and enablement — Build and deliver the enablement program: admin certification, end-user training, train-the-trainer sessions, office hours, and the documentation and in-product guidance that make it durable. Enablement is a deliverable, not a slide at the end.
- Quality assurance and hypercare — Own QA: build test scenarios, coordinate User Acceptance Testing, resolve defects, and run post-go-live hypercare until the customer is stable.
- Adoption support — Consult on organizational change management alongside the CSM, and drive the functional adoption work that makes value stick after the project closes.
IMPROVE HOW WE DELIVER
- Document implementation approaches, customer needs, and lessons learned so the team can reuse what works
- Help the Senior Manager, Professional Services refine playbooks, templates, tooling, and workflows based on delivery experience
- Use customer feedback and delivery data to spot patterns, improve execution, and share practical recommendations
- Contribute to enablement materials and share product and implementation knowledge with teammates
PARTNER CROSS-FUNCTIONALLY
- Maintain expert knowledge of the entire Ramp product suite, roadmap, APIs, and the third-party ecosystem it integrates with
- Build the reusable assets that make the practice faster: configuration accelerators, templates, internal tooling, scripts, and best-practice guides — including AI-built tooling of your own
- Partner with Sales, Customer Success, Account Management and Support to make the handoff from presales to implementation to steady state seamless
- Bring patterns back to Product and Engineering: what customers keep asking for, what keeps breaking, what the product should do natively instead of being configured around
WHAT YOU’LL NEED
- Minimum of 1+ year at Ramp and a self proclaimed product expert, ability to not only consult on workflows but execute the build in product.
- 3+ years in a customer-facing professional services, implementation, or solutions consulting role — with a track record delivering SaaS implementations at mid-market and enterprise scale
- Hands-on builder — You configure, troubleshoot, and ship yourself.
- Finance systems and process knowledge — Real working understanding of finance operations: the close, AP and expense workflows, approval and policy design, GL and chart-of-accounts structure, and how an ERP actually gets used. Hands-on with NetSuite, SAP, Oracle, Sage, Workday, QuickBooks, or Xero.
- AI fluency as a daily habit — You already use AI to accelerate delivery: to build configurations, generate documentation and training material, analyze customer data, and automate the repetitive parts of the job. Experience with AI workflow configuration — agent customization, prompt engineering, tuning — is a strong plus.
- Enablement and training ability — You can teach. You've built training programs, run rooms of skeptical users, and produced documentation people actually use.
- Multi-project discipline — You can prioritize across several concurrent engagements and hit committed dates on all of them.
- Excellent communication — You translate complex technical concepts into clear, actionable business solutions, and you write well enough that your deliverables go to a CFO without an edit pass.
NICE-TO-HAVES
- Prior experience implementing spend management, procure-to-pay, expense, or corporate card platforms
- Accounting or finance background (CPA, FP&A, controllership, or accounting operations)
- Experience building agentic or AI-powered workflows for customers at scale
- Familiarity with project management essentials and tooling (scope, schedule, budget; Smartsheet, Asana, Linear, Monday)
- Big 4 or systems integrator consulting background
- Experience in high-growth environments where the methodology was still being written
- Willingness to travel up to 25% for critical project milestones