Scaled Customer Success (Fintech)

TL;DR

Scaled Customer Success (Fintech): Driving the onboarding, activation, and growth of self-service customers for a smart finance infrastructure platform with an accent on scalable implementation motions and customer activation. Focus on optimizing onboarding flows, managing a high-volume book of SMB accounts, and collaborating with Product teams to automate the customer journey.

Location: Hybrid in Toronto, ON. Relocation support to NYC or SF available.

Compensation: CA$138K – CA$189K OTE

Company

Ramp builds smart infrastructure for finance teams, automating spend flow, payments, and risk management for over 70,000 companies.

What you will do

• Drive efficient, thorough, and complete onboarding of new Ramp customers at scale.
• Directly manage micro-SMB and SMB accounts to ensure full onboarding within 60 days and under 2 calls.
• Partner with the Product team to ensure customer feedback and pain points are prioritized.
• Identify opportunities to automate and scale the onboarding process to cover more clients.
• Maintain industry-leading customer satisfaction rates through proactive outreach.

Requirements

• Minimum 3 years of experience in B2B sales, customer success, or product operations.
• Proven track record of managing a high-volume book of 100+ customers simultaneously.
• Experience meeting weekly or monthly KPIs.
• Exceptional project and time management skills.
• Excellent verbal and written communication skills.

Nice to have

• Experience with accounting software (Netsuite, QuickBooks, Xero, Sage) or CPA certification.
• Background in financial services sales.
• Experience working in a high-growth startup environment.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance coverage.
• Retirement plans with employer match (401k in US / RRSP + DPSP in Canada).
• Flexible PTO and health and wellness stipends.
• Parental leave up to 16 weeks at 100% pay.
• In-office perks including lunch, snacks, drinks, and coffee stipends.