Serve as a Trusted Technical Advisor: Manage a dedicated portfolio of ESA clients, maintaining deep knowledge of their technical configurations, business requirements, and long-term platform goals.
Deliver Strategic Product Consulting: Guide clients on product capabilities, configuration options, and best practices to optimize adoption and maximize solution value.
Lead End-to-End Technical Projects: Manage configuration changes and technical requests from initial requirements gathering and solution design through to final delivery.
Configure Platform Solutions: Hands-on configure Emburse products in alignment with agreed client specifications, scope, and service levels.
Manage Workload & Priorities: Oversee multiple concurrent customer projects and technical requests, delivering high-quality results within agreed SLAs.
Maintain Transparent Communication: Provide regular, proactive updates to clients regarding project milestones, progress, timelines, and risk mitigation.
Provide Escalation & Troubleshooting Support: Coordinate across internal teams to troubleshoot and resolve complex technical issues and client escalations.
Partner Cross-Functionally: Collaborate closely with Customer Success Managers and internal stakeholders to drive account health, retention, and overall client success.
Act as an Internal SME: Serve as a technical product knowledge resource for colleagues, contributing to training, testing, and team knowledge sharing.
Drive Process Improvement: Contribute to the continuous optimization of ESA workflows, technical documentation, and delivery standards.
Maintain Continuous Technical Mastery: Proactively expand platform and product expertise through ongoing testing, research, and collaboration with internal subject matter experts.
Bachelor's degree (or equivalent practical experience) with proven experience in a customer-facing technical, SaaS consulting, implementation, or technical customer success role.
Experience configuring complex SaaS platforms and workflow software; background in financial management or Travel & Expense (T&E) management software is highly preferred.
Proven ability to gather complex business requirements and translate them into effective product configurations and technical solutions.
Demonstrated success managing multiple concurrent technical requests, customer projects, and shifting priorities while meeting SLAs.
Strong problem-solving and consulting skills, with a track record of setting expectations, handling customer concerns, and resolving technical escalations.
Hands-on experience with Microsoft Office (advanced Excel) and familiarity with enterprise tools like Salesforce, Jira, Confluence, and Zendesk preferred
Understanding of accounting processes, financial systems, and relevant terminology; basic knowledge of SQL is a plus.
Exceptional interpersonal skills with a history of partnering effectively across Support, Product, and Customer Success teams.
Keen awareness of how high-touch technical service drives platform adoption, customer value, retention, and expansion.
Excellent written and verbal communication skills, with the ability to explain complex technical concepts clearly to diverse audiences.
Meticulous attention to detail with the technical aptitude to develop deep product mastery and navigate intricate system workflows.
Why Emburse?
Finance is changing—and at Emburse, we’re leading the way. Our AI-powered solutions help organizations eliminate inefficiencies, gain real-time visibility, and optimize spend—so they can focus on what’s next, not what’s slowing them down.
• A Company with Momentum – We serve 12M+ users across 120 countries, helping businesses modernize
their finance operations.
• A Team That Innovates – Work alongside some of the brightest minds in finance, tech, and AI to solve real-
world challenges.
• A Culture That Empowers – Competitive pay, flexible work, and an inclusive, collaborative environment that
supports your success.
• A Career That Matters – Your work here drives efficiency, innovation, and smarter financial decision-making
for businesses everywhere.
Shape your future & find what’s next at Emburse.
Emburse provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Emburse complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment.