Senior Customer Activation Manager | Partnerships

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

As a Customer Activation Manager at [Employer], you’ll help partner-sourced customers improve how they manage their finances. You’ll own a book of approximately 80 customers, guiding them through implementation and helping their teams adopt new workflows, including [Employer]’s AI and agentic finance capabilities.

This role goes beyond getting customers live. You’ll work with finance leaders, their teams, and external partners to understand what needs to change, address resistance, and make sure customers see measurable value from [Employer]. We’re looking for someone who’s led customers through change, is comfortable working with CFOs and Controllers, and uses AI regularly in their own work.

What You’ll Do

• Guide partner-sourced customers from implementation through ongoing workflow adoption, with accountability for time to value and business outcomes.
• Build a change management plan for each account: identify stakeholders, understand what’s slowing adoption, and help customer teams work through it.
• Help CFOs and Controllers measure [Employer]’s impact, including improvements in close cycles, spend visibility, variance reduction, and ROI.
• Manage relationships across the customer’s organization, including finance leadership relationships you’ll own independently.
• Use AI to prepare for calls, build customer materials, synthesize data, spot account risks, and reduce repetitive work.
• Help customers evaluate and adopt [Employer]’s agentic finance capabilities, including the changes these workflows require in their teams’ day-to-day work.
• Work with Channel Partner Managers, Partner Consulting, Account Executives, and Technical Consulting to coordinate implementations and identify opportunities to expand [Employer]’s use.
• Share recurring customer needs, product gaps, and feedback with Product.

What You’ll Need

• 5+ years in customer success, consulting, implementations, or a similar customer-facing role, with a consistent record of delivering customer outcomes and exceeding goals.
• Experience driving workflow adoption and managing organizational change, including navigating stakeholder resistance. Finance or fintech experience is helpful but not required.
• Regular, hands-on use of AI to prepare for calls, synthesize information, create customer-facing materials, and automate repetitive tasks.
• The ability to build a business case for workflow changes and explain their financial impact to CFOs and Controllers, connecting implementation progress to business results.
• Enough technical depth to work with Product and Engineering on integrations, APIs, and workflow design, and explain those topics to customers.
• Success in a fast-paced GTM environment, ideally at a SaaS or fintech company.
• Strong collaboration skills and the ability to get work done across Sales, Product, Operations, and other GTM teams.

Nice-to-Haves

• Experience helping customers adopt AI-powered or agentic workflows, with an understanding of what gets in the way of adoption.
• Familiarity with FP&A, accounting platforms such as NetSuite, Sage, QuickBooks, or Xero, expense management, or other finance workflows.
• Measurable results in expansion, retention, or time to value.
• Experience at a company where AI was central to the product or how the team worked.
• Experience managing 50+ customers at once, prioritizing across accounts, and turning open-ended problems into clear plans.
• Experience working with third-party partners or consultants on customer activation and new use cases.
• Experience in a high-growth company or startup, where priorities and processes change quickly.

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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