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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in translating accounting workflows into software implementations, ensuring customer adoption through effective training and stakeholder alignment. Proficient in AI-assisted accounting processes and capable of creating reusable implementation plans that adapt to evolving product needs.
Highest-signal resume keywords
Accounting FluencySoftware Implementation ExperienceCustomer Adoption OwnershipClear Communication with Finance LeadersExperience with Accounting Automation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting Systems ImplementationFinance TransformationWorkflow TranslationClose ManagementReconciliation StepsException HandlingStakeholder AlignmentTraining and TroubleshootingProcess ChangeAI-Assisted Workflows
Soft Skills
Clear CommunicationAdaptabilityProblem-SolvingCollaborationCustomer Advocacy
Tools & Technologies
ERP IntegrationsAccounting SoftwareAI Tools
Certifications & Qualifications
CPAPublic Accounting Experience
Industry Keywords
Customer SuccessConsultingFinanceAccounting AdvisoryForward-Deployed Accounting
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Learn customers’ current close, reconciliation, journal-entry, exception, and review processes.
- Identify where Stack and agentic workflows can deliver useful value.
- Translate current processes into implementation plans with inputs, owners, dependencies, validation steps, and human review.
- Guide Controllers, accountants, and stakeholders from discovery through first use, training, and repeat adoption.
- Adjust implementation plans when confidence or usage stalls.
- Coordinate with Sales, Customer Success, Product, and other Ramp teams on deployments and improvements.
- Act as an advocate and expert on AI-assisted accounting work.
- Turn customer learnings into reusable discovery questions, launch steps, and adoption practices.
Requirements
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, including source data, close or reconciliation steps, exceptions, controls, and sign-off.
- 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 finance leaders and hands-on accountants, especially when automation needs validation or scope changes.
- Comfort creating plans and reusable processes while the product and implementation motion evolve.
- CPA, public accounting, controllership, or accounting advisory experience paired with software implementation or consulting is a nice to have.
- Experience with accounting automation, close management, or forward-deployed accounting work is a nice to have.
- Familiarity with ERP or accounting-system integrations and related data or permission issues is a nice to have.
- Experience helping accounting teams adopt AI-assisted workflows with appropriate human review is a nice to have.
Benefits
Comp & perks- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
- 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 (birthing + bonding) or 8 weeks (bonding only) at 100% pay
- Pet insurance
- In-office perks: lunch, snacks, drinks, and more
- Relocation expense coverage to NYC or SF (if needed)
- Offers equity
- Offers commission
- 70/30 split
