Manager, Customer Activation – Mid-Market

Ramp

. Manage a group of 6–8 CSMs responsible for customer activations in Ramp’s Mid-Market portfolio .

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $174,000 - $266,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing Customer Success Managers (CSMs) and implementing best practices to drive customer activations and exceed performance goals. Proficient in leveraging AI tools and Salesforce for monitoring team performance and optimizing customer workflows.

Highest-signal resume keywords

Customer Success ManagementTeam LeadershipSalesforce ProficiencyImplementation Best PracticesFinancial Workflows Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Implementation ExperienceCustomer ActivationMulti-Product AdoptionCross-SellUpsellPlaybook DevelopmentWorkflow OptimizationFinancial Services SalesAI Tool ApplicationMetrics Analysis

Soft Skills

CoachingCollaborationInfluencing

Tools & Technologies

SalesforceLookerExcel

Certifications & Qualifications

CPAAccounting Certification

Industry Keywords

SaaSGTM EnvironmentsMid-MarketCustomer Financial WorkflowsAP/ARSpend ControlsMonth-End Close Processes

About the role

Key responsibilities & impact

Manage a group of 6–8 CSMs responsible for customer activations in Ramp’s Mid-Market portfolio
Develop and standardize implementation best practices
Coach and mentor direct reports through 1:1s, sales coaching, product knowledge, call feedback, and enablement sessions
Build a repeatable and scalable customer activation motion
Manage daily CSM activities and quota performance to exceed onboarding and spend activation goals while maintaining strong CSAT
Refine CSM playbooks and optimize systems and processes to improve output and efficiency
Act as a voice of the customer and contribute to retaining and expanding the Mid-Market segment
Build and leverage internal AI tools and Salesforce dashboards to monitor customer and team performance
Report team performance and forecasts to senior leadership
Represent the CSM team cross-functionally with leaders across Sales, Marketing, Operations, Risk, and Product

Requirements

What you’ll need

5+ years of implementation, CSM or AM experience as an individual contributor, with a proven, consistent track record exceeding goals
3+ years of experience building and leading implementation or CSM teams with a proven track record of exceeding goals
Prior demonstrated success in fast-paced, results-oriented GTM environments, ideally at SaaS companies
Ability to identify trends, translate company strategy into team-level priorities, and drive initiatives that improve team metrics and organizational outcomes
Proven ability to coach teams on selling the full platform; experience driving multi-product adoption, cross-sell, and upsell
Track record of pushing pace on input metrics, building repeatable playbooks, and optimizing systems and processes
Strong collaboration and influencing skills across Sales, Product, Operations, and other GTM teams
Comfort with and curiosity about AI tools and their application to CS workflows
Strong understanding of customer financial workflows, including AP/AR, spend controls, and month-end close processes
Proficiency in Salesforce, Looker, and Excel
CPA or equivalent accounting certification, or deep working knowledge of NetSuite, QuickBooks, Xero, or Sage (nice to have)
Experience with financial services sales or selling into finance and accounting personas (nice to have)
Experience at a high-growth startup in an enterprise or mid-market customer success environment (nice to have)
Familiarity with contribution profit models or usage-based revenue metrics (nice to have)
Experience leading teams through AI adoption or workflow automation initiatives (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)
Group medical, dental, and vision coverage through Sun Life
Life, AD&D, and disability coverage
Fertility drug coverage (up to $4,000 lifetime)
Group Retirement Plan with employer match (RRSP + DPSP)
Employee Assistance Program and virtual care through Lumino Health
Private medical insurance through Freedom Elite
Virtual GP and at-home care via eMed x Livi
Workplace pension through Penfold, with salary sacrifice option
Equity
Commission