About the role
About Ramp
Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $100B in annualized spend flows in and out of 50,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.
The problems are high-stakes, data-dense, and unforgiving.
We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.
The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same.
If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it.
About the Role
Ramp's Customer Success team is at an inflection point. As our product becomes increasingly autonomous, the CSM role is shifting from onboarding and activation toward something more ambitious: CSMs who operate as multi-product consultants and strategic finance advisors, credible partners to controllers, CFOs, and finance leaders navigating real operational change.
This role is the engine behind that shift. You'll design and deliver the training programs, playbooks, and frameworks that help an entire post-sales organization work differently - more consultative, more commercially minded, and grounded in genuine finance expertise.
This is the highest-priority initiative on the CS leadership roadmap. You'll have executive sponsorship, cross-functional partnership, and the organizational mandate to move fast.
What You'll Do
Build the Enablement Foundation (First 90 Days)
Assess the current state of CSM capabilities and identify the highest-leverage gaps between where the team is today and where it needs to be
Design and begin delivering two core training tracks: sales enablement (discovery, positioning, multi-product expansion motions) and finance acumen (AP/AR, month-end close, spend controls, controller-level conversations)
Document and systematize activation playbooks, onboarding processes, and team best practices into a shared operating infrastructure
Build relationships across product, analytics, solutions, and senior leadership to understand the full picture before building in isolation
Scale and Deepen the Program (Months 4-12)
Develop exec-level courses, scrimmages, role plays, and certifications across the CSM organization
Lead all-hands sessions, product enablement programs, and cross-functional training
Build change management frameworks that help CSMs (and their customers) navigate workflow transformation
Adapt existing enablement content for CSM-specific contexts and motions
Standardize how the team captures and shares learnings from customer finance transformations
Own the AI Enablement Roadmap
Lead the CSM AI competency program, building a structured roadmap to raise the floor of AI fluency across the team
Create documentation and best practice workflows for internal AI tool adoption
Help CSMs guide customers through their own AI journey, including organizations that need hands-on support before they're ready for autonomous workflows
Be a Strategic Partner
Collaborate with CS leadership on organizational direction, not just execution but ideas and alignment
Bring patterns from top customer transformations back to the team as scalable learning
Partner with finance and CS leadership on curriculum development for finance acumen training
Help the team articulate the business value of Ramp at the workflow transformation level, beyond time and cost savings
What You
Aplyr's read
Ramp is a financial technology company revolutionizing expense management with automation, attracting tech-savvy professionals focused on streamlining business operations.
What's promising
- •Ramp's platform uses automation to significantly reduce business expenses.
- •The company offers a modern approach to corporate spending with real-time data insights.
- •Ramp's growth includes diverse roles, indicating expansion and stability.
What to watch
- •Highly competitive fintech market could pressure Ramp's growth.
- •Dependence on automation may lead to reduced human oversight.
- •Limited public information about company culture and employee satisfaction.
Why Ramp
- •Ramp integrates expense management with a corporate card for seamless operations.
- •The platform's real-time insights offer a proactive approach to financial management.
- •Ramp's focus on automation distinguishes it from traditional financial services.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Ramp
Ramp is a financial technology company that provides a corporate card and spend management platform designed to help businesses manage their expenses more efficiently. By leveraging automation and data insights, Ramp aims to reduce costs and streamline financial operations for companies of all sizes.
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