Managed Services Consultant

Ramp

. Run workshops to analyze current-state finance workflows across spend, procurement, AP, expense, travel, and close .

Posted 10/26/2026full-timeNew York City • New York • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in configuring and implementing finance workflows, including spend management and procurement processes, while effectively communicating technical concepts to drive customer success. Proficient in utilizing AI for enhancing delivery and building training programs to support user adoption.

Highest-signal resume keywords

SaaS ImplementationFinance OperationsRamp ConfigurationCustomer-Facing Professional ServicesTraining Program Development

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Workflow AnalysisProcess OptimizationERP IntegrationData MappingPolicy ConfigurationUser Acceptance TestingAI-Powered WorkflowsAccounting RulesGL StructureMulti-Currency Structures

Soft Skills

Excellent CommunicationOrganizational SkillsProblem-SolvingCustomer EngagementChange Management

Tools & Technologies

NetSuiteSAPOracleSageWorkdayQuickBooksXeroSmartsheetAsanaMonday

Certifications & Qualifications

CPAFP&A

Industry Keywords

Spend ManagementProcure-to-PayExpense ManagementCorporate Card PlatformsProfessional Services

Tech Stack

Tools & technologies

ERPOracle

About the role

Key responsibilities & impact

Run workshops to analyze current-state finance workflows across spend, procurement, AP, expense, travel, and close
Diagnose process inefficiencies and define optimal Ramp solutions
Design and document end-to-end solutions, including workflows, approval and policy architecture, configuration blueprints, and deployment documentation
Configure Ramp policies, approval chains, accounting rules, GL and dimension mappings, entities, multi-currency structures, roles, and permissions
Scope and validate ERP and HRIS integrations with customer IT, accounting, and security teams
Map and reconcile data, build against Ramp APIs where standard connectors are insufficient, and clear security reviews
Configure and tune Ramp's agentic finance capabilities, including agent behavior, policy logic, prompts, rules, and exception handling
Build and deliver admin certification, end-user training, train-the-trainer sessions, office hours, documentation, and in-product guidance
Build test scenarios, coordinate User Acceptance Testing, resolve defects, and run post-go-live hypercare
Support organizational change management and drive functional adoption alongside the CSM
Document implementation approaches, customer needs, and lessons learned
Help refine professional services playbooks, templates, tooling, and workflows
Use customer feedback and delivery data to identify patterns and improve execution
Contribute enablement materials and share product and implementation knowledge
Maintain expert knowledge of Ramp's product suite, roadmap, APIs, and third-party ecosystem
Build reusable configuration accelerators, templates, internal tooling, scripts, and best-practice guides, including AI-built tooling
Partner with Sales, Customer Success, Account Management, and Support across presales, implementation, and steady state
Bring customer-request and product-gap patterns to Product and Engineering

Requirements

What you’ll need

Minimum of 1+ year at Ramp and self-proclaimed product expert, with ability to consult on workflows and execute the build in product
3+ years in a customer-facing professional services, implementation, or solutions consulting role
Track record delivering SaaS implementations at mid-market and enterprise scale
Hands-on ability to configure, troubleshoot, and ship
Working understanding of finance operations, including close, AP and expense workflows, approval and policy design, GL and chart-of-accounts structure, and ERP usage
Hands-on experience with NetSuite, SAP, Oracle, Sage, Workday, QuickBooks, or Xero
Daily use of AI to accelerate delivery, including configurations, documentation, training materials, customer-data analysis, and automation
Ability to teach, build training programs, run user sessions, and produce usable documentation
Ability to prioritize several concurrent engagements and meet committed dates
Excellent written and verbal communication; ability to translate technical concepts into actionable business solutions
Willingness to travel up to 25% for critical project milestones (nice-to-have)
Prior experience implementing spend management, procure-to-pay, expense, or corporate card platforms (nice-to-have)
Accounting or finance background such as CPA, FP&A, controllership, or accounting operations (nice-to-have)
Experience building agentic or AI-powered workflows for customers at scale (nice-to-have)
Familiarity with project management tools such as Smartsheet, Asana, Linear, or Monday (nice-to-have)
Big 4 or systems integrator consulting background (nice-to-have)
Experience in high-growth environments where methodology was still being written (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 (United States)
One Medical annual membership (United States)
401(k), including employer match on contributions made while employed by Ramp (United States)
Fertility HRA (up to $10,000 per year) (United States)
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay (United States)
Pet insurance (United States)
In-office perks: lunch, snacks, drinks, and more (United States)
Relocation expense coverage to NYC or SF (if needed) (United States)
Group medical, dental, and vision coverage through Sun Life (Canada)
Life, AD&D, and disability coverage (Canada)
Fertility drug coverage (up to $4,000 lifetime) (Canada)
Group Retirement Plan with employer match (RRSP + DPSP) (Canada)
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay (Canada)
Employee Assistance Program and virtual care through Lumino Health (Canada)
Private medical insurance through Freedom Elite (United Kingdom)
Virtual GP and at-home care via eMed x Livi (United Kingdom)
Workplace pension through Penfold, with salary sacrifice option (United Kingdom)
Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay (United Kingdom)