Customer Activation Manager | Mid-Market
Transform mid-market customers’ finance workflows from implementation through agentic workflow adoption. Manage change strategies, drive stakeholder adoption, communicate financial outcomes, use AI tools daily, support agentic finance workflows, coordinate implementations, and share customer insights with Product.
Responsibilities
- Lead mid-market customers through implementation and agentic workflow adoption
- Build change management strategies and drive adoption
- Map stakeholders and diagnose resistance
- Drive measurable customer outcomes
- Communicate financial impact to Controllers and finance leaders
- Manage customer stakeholder relationships
- Use AI tools for preparation, materials, synthesis, and risk identification
- Help customers adopt agentic finance capabilities
- Partner with Account Executives and Technical Consulting
- Bring customer insights to Product
Requirements
- 5+ years of customer-facing experience in customer success, consulting, or implementations
- Track record of driving customer outcomes and exceeding goals
- Ability to drive workflow adoption and navigate stakeholder resistance
- Daily habitual use of AI tools
- Ability to communicate financial impact and P&L outcomes
- Technical acumen with integrations, APIs, and workflow architecture
- Experience in fast-paced SaaS or FinTech environments
- Strong collaboration and influencing skills
Benefits
- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
- Medical, dental, and vision insurance
- One Medical annual membership
- 401(k) with employer match
- Fertility HRA
- Paid parental leave
- Pet insurance
- In-office lunch, snacks, and drinks
- Relocation support to NYC or SF
- Life, AD&D, and disability coverage
- Group Retirement Plan with employer match
- Employee Assistance Program and virtual care
- Private medical insurance
- Virtual GP and at-home care
- Workplace pension