Customer Activation Manager | Stack Accounting

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.

[Employer] is hiring Customer Activation Manager for Stack, [Employer]'s purpose-built AI accounting platform for accounting firms and in-house finance teams. Its agents follow each team's processes across connected systems to complete reviewable accounting work, from recurring tasks through close and reconciliations. You will help customers identify use cases, translate their accounting process into a practical implementation plan, and build trust in agentic bookkeeping through results, impact, and deployment. You will own the customer-facing path from discovery through adoption, partner with specialists on technical setup, and help shape the playbook as the product grows. This role calls for accounting judgment, experience bringing software or process change to life with customers, and an understanding of agentic workflows.

What You’ll Do

• Learn how each customer handles close, reconciliations, journal entries, exceptions, and review today; identify where Stack and agentic workflows can deliver useful value.
• Translate the current process into an implementation plan with clear inputs, owners, dependencies, validation steps, and human review.
• Guide Controllers, accountants, and other stakeholders from discovery through first use, training, and repeat adoption; adjust the plan when confidence or usage stalls.
• Coordinate with Sales, Customer Success, Product, and other [Employer] teams on deployments as well as process, systems, and product improvements
• Act as an advocate and expert on AI-assisted accounting work
• Turn early customer learnings into reusable discovery questions, launch steps, and adoption practices for the next implementation.

What You’ll Need

• Roughly 4+ years of relevant experience in customer success, software implementation, accounting systems implementation, finance transformation, consulting, or a related customer-facing role; level is flexible based on experience.
• Hands-on accounting fluency: you can explain source data, close or reconciliation steps, exceptions, controls, and sign-off with concrete examples.
• Experience translating an accounting or finance workflow into a software implementation or process change, with evidence of what improved.
• Ownership of customer or client adoption beyond setup, including stakeholder alignment, training, troubleshooting, and follow-through.
• Clear communication with both finance leaders and hands-on accountants, especially when a proposed automation needs validation or a change in scope.
• Comfort creating a plan and reusable process when the product and implementation motion are still evolving.

Nice to Haves

• CPA, public accounting, controllership, or accounting advisory experience paired with software implementation or consulting.
• Experience with accounting automation, close management, or forward-deployed accounting work.
• Familiarity with ERP or accounting-system integrations and the data or permission issues that arise during implementation.
• Experience helping accounting teams adopt AI-assisted workflows with appropriate human review.

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