Customer Activation Manager | Stack Accounting

The role

You will help customers identify use cases and translate accounting processes into implementation plans for Stack, an AI accounting platform. You will own the customer-facing path from discovery through adoption and partner with technical specialists.

What you will do

• Learn how customers handle close, reconciliations, journal entries, exceptions, and review.
• Identify where Stack and agentic workflows can deliver value.
• Translate current processes into implementation plans with clear inputs, owners, and validation steps.
• Guide Controllers, accountants, and stakeholders from discovery through training and repeat adoption.
• Coordinate with Sales, Customer Success, and Product teams on deployments and improvements.
• Act as an advocate and expert on AI-assisted accounting work.
• Turn early customer learnings into reusable discovery questions and adoption practices.

Required qualifications

• Roughly 4+ years of relevant experience in customer success, software implementation, accounting systems implementation, finance transformation, consulting, or a related customer-facing role.
• Hands-on accounting fluency including explaining 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.
• Ownership of customer or client adoption including stakeholder alignment, training, troubleshooting, and follow-through.
• Clear communication with both finance leaders and hands-on accountants.
• Comfort creating a plan and reusable process when the product and implementation motion are still evolving.

Nice to have

• 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.

Benefits

• 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 at 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

About the company

Ramp is building smart infrastructure for finance teams to automate how annualized spend flows in and out of companies. The company hires people with high agency and high urgency to build systems that shape how companies manage billions.