Mid Level Customer Success Advisor Jobs
Mid level customer success advisor jobs go to professionals ready to own client portfolios end to end, mentor junior teammates, and drive retention decisions with limited oversight. Openings are 48% remote or hybrid across Technology & Software, Consulting & Professional Services, and Retail, with employers like Amazon, Graham Packaging Company, and OVERJET hiring at this level now.
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Showing 5 of 188+ Mid Level Customer Success Advisor jobs
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
Ramp's Mid-Market Customer Success Managers on the Lifecycle team don't stop at go-live — they make sure customers keep getting more from Ramp as their business grows. Ramp has grown its product suite significantly over the last several years. As we've matured as an organization, our customer relationships have grown more complex too: customers are buying more of the platform at once, running it across more entities and teams, and relying on it for more of how their finance function operates. Hitting an activation milestone doesn't mean the job's finished. Too often, a feature that could solve a real problem goes unused because no one is there to show how it would work in that customer's business.
That's where you come in. This is a role for people who understand how finance teams actually run, who think in years rather than quarters, and who already use AI the way surgeons use instruments: not occasionally, not as an experiment, but as the default way they work. You'll own the customer experience after implementation for a book of mid-market customers, partnering with Account Management on long-term account strategy. You'll also be one of the first Lifecycle CSMs on a newly formed team, helping define how Ramp earns and keeps the trust of its customers.
- Own the post-implementation experience for a book of mid-market customers, with clear accountability for sustained adoption, customer satisfaction, and renewal readiness
- Drive sustained adoption by understanding each customer's goals and guiding them toward the workflows that improve outcomes for their business — including the products and features they've already purchased but haven't fully put to work
- Act as each customer's expert in finance workflows: understand how they run their business, advise on decisions as their needs change, and make the value of new Ramp capabilities clear in their context
- Build multi-threaded relationships in every account, including finance leadership relationships you own, so the account stays steady through change like a new Controller or CFO
- Partner with Account Management on QBRs and business reviews, quantifying Ramp's impact in the language CFOs and Controllers care about — close cycle improvement, spend visibility, savings, and ROI — not just product usage metrics
- Spot opportunities for growth and bring them to Account Management, who owns renewals and expansion; as customers add products, drive ongoing activation so they reach value quickly
- Run your book on data: monitor usage, CP, and risk signals, prioritize where your time goes, and get ahead of challenges and escalations before they reach renewal
- Use AI tools daily to prepare for customer calls, build materials, synthesize data, identify account risk, and operate at a pace traditional methods can't match
- Bring customer feedback back into Ramp — surfacing patterns, gaps, and opportunities from your accounts to shape how Ramp evolves
- Turn what works into repeatable plays, programs, and automations that scale across your book and the team
- 5+ years of customer-facing experience in customer success, account management, or consulting, with a proven, consistent track record of retaining customers and exceeding goals
- Experience owning a book of customers past launch and through renewal, with measurable retention, adoption, or satisfaction results; finance or fintech context is a plus but not required
- A customer experience mindset — you get ahead of problems before customers raise them and own escalations through resolution
- AI fluency as a daily habit — you already use AI tools habitually to prep for calls, synthesize information, build customer-facing materials, and automate repetitive tasks; this is how you work, not something you're exploring
- Ability to communicate Ramp's impact in financial terms — walking a Controller through the value Ramp has delivered and connecting adoption to P&L outcomes
- A data-driven approach to managing a book — you prioritize based on usage, revenue, and risk signals and can spot an at-risk account well before renewal
- Technical and systems acumen to understand how Ramp fits into a customer's finance stack, diagnose what's blocking adoption, and bring in the right technical partner
- A builder mindset — this team is new, and you're energized by shaping the playbooks, programs, and rituals that define how Lifecycle CSMs work while running your own book; you bring structure to ambiguity and iterate quickly
- Strong collaboration and influencing skills across Sales, Account Management, Product, Operations, and other GTM teams
Nice to Haves
- Experience with a consumption-based product where value is measured in usage or spend, not seats
- Exposure to FP&A, accounting software ecosystems (NetSuite, Sage, QuickBooks, Xero), expense management, or CFO-adjacent workflows
- Demonstrated commercial impact — retention, adoption, or renewal outcomes with specific metrics attached
- Background at an AI-first or AI transformation company where rethinking workflows around AI was part of the product or culture
- High-growth or startup experience with comfort operating in ambiguity and rapid change
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.
Ramp Applicant Privacy Notice
Compensation Range: $142K - $216K
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
Ramp's Mid-Market Customer Success Managers on the Lifecycle team don't stop at go-live — they make sure customers keep getting more from Ramp as their business grows. Ramp has grown its product suite significantly over the last several years. As we've matured as an organization, our customer relationships have grown more complex too: customers are buying more of the platform at once, running it across more entities and teams, and relying on it for more of how their finance function operates. Hitting an activation milestone doesn't mean the job's finished. Too often, a feature that could solve a real problem goes unused because no one is there to show how it would work in that customer's business.
That's where you come in. This is a role for people who understand how finance teams actually run, who think in years rather than quarters, and who already use AI the way surgeons use instruments: not occasionally, not as an experiment, but as the default way they work. You'll own the customer experience after implementation for a book of mid-market customers, partnering with Account Management on long-term account strategy. You'll also be one of the first Lifecycle CSMs on a newly formed team, helping define how Ramp earns and keeps the trust of its customers.
- Own the post-implementation experience for a book of mid-market customers, with clear accountability for sustained adoption, customer satisfaction, and renewal readiness
- Drive sustained adoption by understanding each customer's goals and guiding them toward the workflows that improve outcomes for their business — including the products and features they've already purchased but haven't fully put to work
- Act as each customer's expert in finance workflows: understand how they run their business, advise on decisions as their needs change, and make the value of new Ramp capabilities clear in their context
- Build multi-threaded relationships in every account, including finance leadership relationships you own, so the account stays steady through change like a new Controller or CFO
- Partner with Account Management on QBRs and business reviews, quantifying Ramp's impact in the language CFOs and Controllers care about — close cycle improvement, spend visibility, savings, and ROI — not just product usage metrics
- Spot opportunities for growth and bring them to Account Management, who owns renewals and expansion; as customers add products, drive ongoing activation so they reach value quickly
- Run your book on data: monitor usage, CP, and risk signals, prioritize where your time goes, and get ahead of challenges and escalations before they reach renewal
- Use AI tools daily to prepare for customer calls, build materials, synthesize data, identify account risk, and operate at a pace traditional methods can't match
- Bring customer feedback back into Ramp — surfacing patterns, gaps, and opportunities from your accounts to shape how Ramp evolves
- Turn what works into repeatable plays, programs, and automations that scale across your book and the team
- 5+ years of customer-facing experience in customer success, account management, or consulting, with a proven, consistent track record of retaining customers and exceeding goals
- Experience owning a book of customers past launch and through renewal, with measurable retention, adoption, or satisfaction results; finance or fintech context is a plus but not required
- A customer experience mindset — you get ahead of problems before customers raise them and own escalations through resolution
- AI fluency as a daily habit — you already use AI tools habitually to prep for calls, synthesize information, build customer-facing materials, and automate repetitive tasks; this is how you work, not something you're exploring
- Ability to communicate Ramp's impact in financial terms — walking a Controller through the value Ramp has delivered and connecting adoption to P&L outcomes
- A data-driven approach to managing a book — you prioritize based on usage, revenue, and risk signals and can spot an at-risk account well before renewal
- Technical and systems acumen to understand how Ramp fits into a customer's finance stack, diagnose what's blocking adoption, and bring in the right technical partner
- A builder mindset — this team is new, and you're energized by shaping the playbooks, programs, and rituals that define how Lifecycle CSMs work while running your own book; you bring structure to ambiguity and iterate quickly
- Strong collaboration and influencing skills across Sales, Account Management, Product, Operations, and other GTM teams
Nice to Haves
- Experience with a consumption-based product where value is measured in usage or spend, not seats
- Exposure to FP&A, accounting software ecosystems (NetSuite, Sage, QuickBooks, Xero), expense management, or CFO-adjacent workflows
- Demonstrated commercial impact — retention, adoption, or renewal outcomes with specific metrics attached
- Background at an AI-first or AI transformation company where rethinking workflows around AI was part of the product or culture
- High-growth or startup experience with comfort operating in ambiguity and rapid change
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.
Ramp Applicant Privacy Notice
Compensation Range: $142K - $216K
See All 188+ Mid Level Customer Success Advisor Jobs
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Find JobsMid Level Customer Success Advisor Job Market
Who's Hiring
- Amazon14
- Graham Packaging Company8
- OVERJET7
- Navan4
- Jobot3
Top Industries Hiring
- Technology & Software102
- Consulting & Professional Services13
- Retail9
- Chemicals & Materials9
- E-Commerce & Online Marketplaces9
Mid Level Customer Success Advisor Jobs: Frequently Asked Questions
How do I get a mid level customer success advisor job?
Position your experience around ownership, not just tasks. Highlight accounts you managed independently, renewals you drove, and churn you prevented with a clear methodology. Mid level hiring managers want to see that you can run a client relationship without hand-holding, so lead with outcomes like retention rates improved or expansion revenue generated rather than responsibilities you held.
Which companies hire mid level customer success advisors?
Companies hiring mid level customer success advisors right now include Amazon, Graham Packaging Company, and OVERJET, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from SaaS companies, enterprise technology vendors, and fast-growing B2B businesses that need advisors who can manage complex accounts without close supervision.
Are there remote mid level customer success advisor jobs?
Yes, remote and hybrid options are widely available at this experience level. About 48% of mid level customer success advisor openings are remote or hybrid as of November 2026, reflecting how broadly companies have embraced distributed customer success teams for professionals who can manage client relationships independently.
How do I move up to a mid level customer success advisor role?
Moving into mid level means demonstrating ownership beyond your assigned tasks. Build a record of handling escalations, running business reviews, and contributing to process improvements without being asked. Advisors who reach mid level typically show measurable impact on retention or expansion, have led at least one cross-functional project, and can point to accounts they grew or saved through proactive relationship management.
Which industries hire the most mid level customer success advisors?
Mid Level customer success advisor roles concentrate in Technology & Software, Consulting & Professional Services, and Retail, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because their products require ongoing advisory relationships, and mid level professionals have the experience to manage complex client needs and renewal cycles without constant oversight.