Customer Activation Manager | Accounts Receivable

About [Employer]

[Employer] is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $275B in annualized spend flows in and out of 85,000+ 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 [Employer], everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.

The median [Employer] customer saves 7.5% and grows revenue 16% in their first year – far in excess of businesses operating without [Employer]. We believe every ambitious company deserves the same.

If you want to build systems that directly shape how companies move and manage billions, [Employer] is the place to do it.

About the Role

[Employer] is hiring a Customer Activation Manager for [Employer] Accounts Receivable, which brings the work behind getting paid into one connected workflow. You will help finance teams make invoicing, follow-up on unpaid balances, payment matching, and accounting handoffs useful and repeatable. You will own the customer-facing implementation and adoption plan, partner with the broader account team and specialists as needed, and help build a clear playbook for future launches. This role is a strong fit for a customer success or implementation professional who understands finance workflows and enjoys creating structure as a product grows.

What You’ll Do

• Discover how customers create invoices, follow up on unpaid balances, match payments, handle exceptions, and update their accounting records.
• Choose a practical first workflow with the customer, then lead the plan from setup through first use, training, and repeat adoption.
• Align Controllers, AR operators, account teams, and technical partners on prerequisites, responsibilities, decisions, and timelines.
• Identify and resolve adoption blockers, and escalate payment-matching or accounting integration issues with clear evidence and context.
• Communicate customer progress and value in terms of time saved, visibility, and a more reliable invoice-to-cash process.
• Document customer learnings in reusable discovery, onboarding, and handoff practices.

What You’ll Need

• Roughly 3+ years of relevant experience in customer success, onboarding, implementations, or a related customer-facing role; level is flexible based on experience.
• A record of personally leading post-sale implementation or workflow adoption from discovery through first use and continued use.
• Ability to map a finance workflow, find manual handoffs or blockers, and turn the findings into a practical customer plan.
• Clear communication with finance stakeholders and cross-functional partners, including ownership of next steps and thoughtful escalation.
• Comfort working without a mature playbook and improving the process for future customers.

Nice to Haves

• Direct experience with accounts receivable, invoicing, billing, collections, cash application, or payment matching.
• Familiarity with accounting software, ERP integrations, or accounting-system handoffs.
• Experience in finance software or with finance-led customer implementations.

Benefits available to all full-time [Employer] 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 [Employer]
• 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)

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 Instructions

If you are being referred for the role, please contact that person to apply on your behalf.

Other notices

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Beware of recruiting scams: [Employer] will only contact you through official @[Employer].com email addresses and will never ask for payment or sensitive personal information during the hiring process.

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