[Internal] Managed Services, Consultant
About this role
About Ramp
Ramp 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 Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.
The median Ramp customer saves 7.5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same.
If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it.
About the Role
We’re looking for a founding Professional Services Consultant who is Ramp’s deepest product expert, a hands-on builder, and a strategic thought partner to the finance teams we serve. You work as an extension of the customer's team: you're embedded in their strategy, you understand where their finance organization is headed, and you do the execution work to get it there. You map their current-state workflows, design the future state, and configure Ramp to match it.
You’re dialed into the roadmap, driving transformation across their platform and finance orgs. You get customers live fast, and in some cases stay on as their ongoing partner, optimizing their Ramp environment and advising strategically as the business grows.
You'll work across a portfolio of enterprise accounts in partnership with Customer Success during activation, and Account Managers beyond implementation.
What You’ll Do
Own Customer Delivery
Discovery and process mapping — Run workshops to analyze current-state finance workflows across spend, procurement, AP, expense, travel, and close. Diagnose where time and money are actually leaking, and define the optimal Ramp solution.
Solution design — Design and document the end-to-end solution: persona-based workflow design, approval and policy architecture, configuration blueprints, and deployment documentation that a customer admin can maintain after go-live.
Hands-on configuration — Execute the core functional workstream. Configure Ramp to match the approved design: policies, approval chains, accounting rules, GL and dimension mapping, entity and multi-currency structures, roles and permissions.
Integrations and data — Work with customer IT, accounting, and security teams to scope and validate ERP and HRIS integrations, map and reconcile data, build against Ramp's APIs where standard connectors don't reach, and clear security reviews.
Agentic workflow enablement — Configure and tune Ramp's agentic finance capabilities for each customer's context: agent behavior, policy logic, prompt and rule design, exception handling. Help the customer's team understand what to hand to an agent and what to keep.
Training and enablement — Build and deliver the enablement program: admin certification, end-user training, train-the-trainer sessions, office hours, and the documentation and in-product guidance that make it durable. Enablement is a deliverable, not a slide at the end.
Quality assurance and hypercare — Own QA: build test scenarios, coordinate User Acceptance Testing, resolve defects, and run post-go-live hypercare until the customer is stable.
Adoption support — Consult on organizational change management alongside the CSM, and drive the functional adoption work that makes value stick after the project closes.
Improve How We Deliver
Document implementation approaches, customer needs, and lessons learned so the team can reuse what works
Help the Senior Manager, Professional Services refine playbooks, templates, tooling, and workflows based on delivery experience
Use customer feedback and delivery data to spot patterns, improve execution, and share practical recommendations
Contribute to enablement materials and share product and implementation knowledge with teammates
Partner Cross-Functionally
Maintain expert knowledge of the entire Ramp product suite, roadmap, APIs, and the third-party ecosystem it integrates with
Build the reusable assets that make the practice faster: configuration accelerators, templates, internal tooling, scripts, and best-practice guides — including AI-built tooling of your own
Partner with Sales, Customer Success, Account Management and Support to make the handoff from presales to implementation to steady state seamless
Bring patterns back to Product and Engineering: what customers keep asking for, what keeps breaking, what the product should do natively instead of being configured around
What You’ll Need
Minimum of 1+ year at Ramp and a self proclaimed product expert, ability to not only consult on workflows but execute the build in product.
3+ years in a customer-facing professional services, implementation, or solutions consulting role — with a track record delivering SaaS implementations at mid-market and enterprise scale
Hands-on builder — You configure, troubleshoot, and ship yourself.
Finance systems and process knowledge — Real working understanding of finance operations: the close, AP and expense workflows, approval and policy design, GL and chart-of-accounts structure, and how an ERP actually gets used. Hands-on with NetSuite, SAP, Oracle, Sage, Workday, QuickBooks, or Xero.
AI fluency as a daily habit — You already use AI to accelerate delivery: to build configurations, generate documentation and training material, analyze customer data, and automate the repetitive parts of the job. Experience with AI workflow configuration — agent customization, prompt engineering, tuning — is a strong plus.
Enablement and training ability — You can teach. You've built training programs, run rooms of skeptical users, and produced documentation people actually use.
Multi-project discipline — You can prioritize across several concurrent engagements and hit committed dates on all of them.
Excellent communication — You translate complex technical concepts into clear, actionable business solutions, and you write well enough that your deliverables go to a CFO without an edit pass.
Nice-to-Haves
Prior experience implementing spend management, procure-to-pay, expense, or corporate card platforms
Accounting or finance background (CPA, FP&A, controllership, or accounting operations)
Experience building agentic or AI-powered workflows for customers at scale
Familiarity with project management essentials and tooling (scope, schedule, budget; Smartsheet, Asana, Linear, Monday)
Big 4 or systems integrator consulting background
Experience in high-growth environments where the methodology was still being written
Willingness to travel up to 25% for critical project milestones
Benefits available to all full-time Ramp 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 Ramp
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: Ramp will only contact you through official @Ramp.com email addresses and will never ask for payment or sensitive personal information during the hiring process.
