About the RoleCustomer Success Managers at Ramp drive value for customers and revenue for the business by ensuring fast, effective onboarding and activation of newly closed customers. As a Senior Scaled CSM, you'll play a critical role in delivering high-quality outcomes at scale while helping shape the processes, playbooks, and customer strategy that fuel Ramp's growth.
You'll own a high-volume portfolio of micro-SMB and micro-MM customers, balancing efficiency and personalization through strong judgment, structured execution, and thoughtful use of scalable motions. This role is ideal for someone who thrives in fast-paced environments, operates with high ownership, and consistently drives customer outcomes.
What You'll Do- Own the end-to-end onboarding and activation of a large portfolio of micro-SMB and micro-MM customers, driving customers to full Ramp adoption within 60 days through efficient, scalable motions.
- Lead onboarding with strong executive presence, setting clear agendas, controlling call flow, and driving as much progress as possible in minimal touchpoints.
- Ensure fast, thorough, and complete implementation by educating customers on Ramp functionality, best practices, and the "why" behind key workflows.
- Confidently navigate and position Ramp's full product suite, including Cards, Bill Pay, Travel, Treasury, and Accounting integrations, tailoring recommendations to customer workflows and business goals.
- Deeply understand customer workflows, pain points, and blockers, and problem-solve alongside Product, Engineering, and Support when needed.
- Drive revenue by minimizing implementation delays and reinforcing the value of Ramp as a core financial operating system.
- Use customer data, usage signals, and patterns to prioritize outreach, identify risk, and intervene proactively.
- Balance implementation work, follow-ups, proactive outreach, and group onboarding while maintaining a high bar for quality.
- Partner closely with Product to surface customer feedback, identify trends, and influence roadmap priorities.
- Identify opportunities to automate, standardize, and improve onboarding processes, contributing to playbooks, enablement materials, and scalable best practices.
- Act as a multiplier for the team by sharing insights, patterns, and coaching peers through examples and collaboration.
- Help maintain an industry-leading customer experience while operating at high volume and pace.
What You'll Need- 5+ years of experience in Customer Success, Account Management, Sales, or a related customer-facing role in B2B SaaS.
- Proven success managing a high-volume book of business while consistently driving customer outcomes.
- Strong executive presence with the ability to lead confident, structured customer conversations and handle objections effectively.
- Experience balancing scale and personalization through group onboarding, automation, and targeted 1:1 engagement.
- Comfort working cross-functionally with Product and Engineering to share feedback, troubleshoot issues, and ideate solutions.
- Data-informed mindset with experience using metrics and signals to guide decisions and assess risk.
- Proven track record of meeting or exceeding key performance metrics in fast-paced environments.
- High adaptability and comfort navigating ambiguity in a scaling organization.
- Strong curiosity about product design and the ability to communicate why Ramp works the way it does.
Nice to Haves- Bachelor's degree from an accredited university.
- Experience with accounting or ERP systems such as NetSuite, QuickBooks, Xero, or Sage.
- Background in financial services, fintech, or payments.
- Experience at a high-growth startup or in a scaled Customer Success organization.
- Prior experience contributing to enablement materials, playbooks, or process improvements.
Benefits available to all full-time Ramp employees (Global)- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
United States- 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 support to NYC or SF (as needed)
Canada- 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)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
- Employee Assistance Program and virtual care through Lumino Health
United Kingdom- Private medical insurance through Freedom Elite
- Virtual GP and at-home care via eMed x Livi
- Workplace pension through Penfold, with salary sacrifice option
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay
Referral InstructionsIf you are being referred for the role, please contact that person to apply on your behalf.
