Customer Activation Manager, Commercial

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

Customer Activation Managers at [Employer] strive to deliver value to our customers and revenue for our business by implementing [Employer]’s products for newly closed customers. You will have the opportunity to help build, lead, and refine [Employer]’s Implementation organization and define the customer strategy that fuels our growth. This role combines strategy, operational leadership, and management of onboarding projects to ensure that new customers realize value from [Employer]’s platform quickly and effectively.

What You'll Do

• Ensure fast, thorough, and complete onboarding of new [Employer] customers by partnering with Commercial Account Managers to educate new customers on [Employer]’s functionality and best practices
• Work with new customers to deeply understand their current workflow, pain points, and obstacles to full rollout
• Drive revenue for [Employer] by ensuring there are no unnecessary delays in the implementation process and continuing to sell the customer on why implementing [Employer] is a high-value initiative
• Become an expert in the full range of integration and configuration options for [Employer]’s suite of products
• Partner closely with the product team to ensure customer feedback is reviewed and prioritized
• Balance and own multiple priorities and tasks supporting implementation, follow-up, and proactive outreach
• Participate in hiring decisions, including interviewing, selection, and onboarding of new team members.
• Develop and maintain policies, procedures, and best practices for implementation processes and customer onboarding workflows.

What You Need

• Minimum 3 years of experience in customer success, account management, or product operations in a B2B organization
• Exceptional project management and time management skills
• Excellent verbal and written communication skills
• Desire to learn the product inside out and understand why [Employer] was built the way it was, and know how to communicate this effectively
• Proven track record of exceeding quota and/or outperforming key target metrics
• Ability to anticipate customers’ needs and position product solutions accordingly
• High adaptability and ability to thrive in a fast-paced environment

Nice to Haves

• Bachelor’s degree from an accredited university
• Experience with Accounting Software (e.g., Netsuite, QuickBooks, Xero, Sage) and/or Accounting (CPA)
• Experience with financial services sales
• Experience at a high-growth startup

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.

[Employer] Applicant Privacy Notice