• Account Planning: Use internal tools and data to develop customer engagement plans, identify gaps in usage, and take action to drive adoption. • Customer Training & Enablement: Understand DAT’s product suite and services to effectively communicate value, provide training, and support day-to-day customer needs. • Cross-Functional Collaboration: Work closely with internal stakeholders and bring in appropriate DAT resources to support customer success. • Issue Resolution: Proactively resolve client issues or concerns, acting as a customer advocate within the organization. • Engagement Cadence: Maintain regular communication with customers to understand evolving needs and ensure alignment with DAT solutions.

• Partner with Account Managers to demonstrate new Ramp products and features to existing customers, building the business case for expansion through customized demos and workflow illustrations • Evaluate customer requirements for expansion opportunities, assessing fit through use-case analysis, ROI assessments, and technical scoping • Design and recommend best-fit Ramp architecture — including when and how to use APIs, ERP integrations, and HRIS connectors — based on each customer's existing systems and workflows • Act as a technical advisor to customers and internal teams, guiding integration, configuration, and system design decisions without writing code directly • Troubleshoot ERP and integration blockers, and guide customers through complex configuration decisions across NetSuite, Sage Intacct, Microsoft Dynamics, Oracle Fusion, and others • Support Account Managers on technical workstreams, ensuring faster time-to-value during product rollouts and expansions • Be a subject matter expert across accounting systems and integration partners; advocate for integration development in line with customer needs alongside Product and Partners • Influence Ramp's product roadmap by channeling customer pain points and feedback to Product and Engineering teams • Contribute to internal documentation, tooling, and knowledge bases that scale Ramp's ability to support integration use cases across a growing customer base

• Partner with Account Managers to demonstrate new Ramp products and features to existing customers, building the business case for expansion through customized demos and workflow illustrations • Evaluate customer requirements for expansion opportunities, assessing fit through use-case analysis, ROI assessments, and technical scoping • Design and recommend best-fit Ramp architecture — including when and how to use APIs, ERP integrations, and HRIS connectors — based on each customer's existing systems and workflows • Act as a technical advisor to customers and internal teams, guiding integration, configuration, and system design decisions without writing code directly • Troubleshoot ERP and integration blockers, and guide customers through complex configuration decisions across NetSuite, Sage Intacct, Microsoft Dynamics, Oracle Fusion, and others • Support Account Managers on technical workstreams, ensuring faster time-to-value during product rollouts and expansions • Be a subject matter expert across accounting systems and integration partners; advocate for integration development in line with customer needs alongside Product and Partners • Influence Ramp's product roadmap by channeling customer pain points and feedback to Product and Engineering teams • Contribute to internal documentation, tooling, and knowledge bases that scale Ramp's ability to support integration use cases across a growing customer base

• Provide ongoing technical and provisioning training on products, features, and processes • Support Partners and Customers with best practices, deployment process development, and documentation • Transfer industry, technical, and product knowledge to internal and external teams • Maintain continuing education on the platform and underlying technologies • Provide premium onboarding and implementation experience as designed for key products or enhanced service offerings • Support partner and customer migrations • Contribute to the development of the onboarding program to ensure operational viability • Create value to Partners and Customers through effective onboarding and implementation of new products and services • Identify issues impacting Partner or customer success during onboarding and collaborate to resolve them • Identify trends affecting Partner or customer satisfaction during onboarding and communicate them to stakeholders • Assist in the design and enhancement of people, processes, and technology relevant to onboarding