Emburse

Artificial Intelligence

• Own and manage AI automation initiatives across the entire Customer Experience (CX) lifecycle, from onboarding and adoption to renewals.
• Design, build, and deploy sophisticated Claude-based workflows to automate customer intelligence, health scoring, and repetitive CX processes.
• Automate the integration of customer insights into core business drivers, including renewals, upsells, and cross-sell opportunities.
• Develop automated frameworks for high-level data synthesis, including NPS analysis, churn patterns, and insight extraction from customer interactions.
• Create and maintain scalable prompt engineering frameworks and reusable templates to ensure the consistency and accuracy of AI outputs.
• Collaborate with Product, Sales, and Ops to seamlessly integrate AI workflows into existing tech stacks, including CRMs and support platforms.
• Establish rigorous quality assurance processes to validate AI outputs for compliance, accuracy, and alignment with the corporate brand voice.
• Monitor and tune automation performance against key business metrics such as NRR (Net Revenue Retention), Retention Rate, and CSAT.
• Act as the internal Subject Matter Expert (SME) for AI capabilities, providing documentation, stakeholder training, and ensuring responsible AI data privacy and risk mitigation.

AI Automation Analyst, Claude

Manager

• Team Leadership: Recruit, train, and manage a diverse team of Analysts, Engineers, and Team Leads, overseeing the full employee lifecycle from hiring to performance management.
• Strategic Execution: Translate company-wide strategic objectives into actionable team goals, ensuring all technical milestones align with broader business needs.
• Resource & Capacity Planning: Proactively forecast resource requirements and manage team utilization to ensure high-efficiency delivery across all projects.
• Performance Governance: Establish and maintain robust metrics to measure team progress, implementation ease, and overall productivity standards.
• Operational Reporting: Provide regular, data-driven reports to executive leadership regarding team performance, service targets, and project results.
• Process Innovation: Lead the continuous improvement of project methodologies and internal tools, recommending policy changes to drive operational efficiency.
• Stakeholder Partnership: Collaborate with internal departments to refine communications and workflows, ensuring an exemplary service experience for both internal and external clients.
• Technical Escalation Management: Serve as the primary lead for technical escalations to Development, overseeing documentation, testing, and progress tracking through resolution.
• Coaching & Culture: Foster a culture of accountability by clearly communicating job expectations and providing ongoing coaching to develop team members' technical and professional skills.

Manager, Technical Shared Services

Marketing

• Develop and manage strategic relationships with key partners to plan and execute co-marketing campaigns that generate partner-sourced pipeline for sales teams
• Serve as the primary point of contact for partner marketing initiatives, building strong relationships with stakeholders across multiple levels
• Plan and execute logistics and tactics for large tradeshows and smaller regional or bespoke events
• Create and deploy integrated, multi-channel marketing campaigns (short- and long-term) aligned to segment needs in collaboration with sales leadership
• Write and optimize compelling marketing copy for email, webinars, and related programs to drive audience engagement
• Manage the marketing calendar, including campaign planning, internal communications, and reporting on program performance
• Monitor, analyze, and continuously optimize partner marketing strategies based on performance data and market trends
• Oversee budget for partner marketing activities and support additional responsibilities as needed

Senior Partner Marketing Manager

Account Executive

• Responsible for all aspects of the sales cycle, from pipeline sourcing and qualifying to negotiating and closing
• Articulate the company's service, benefits, and processes to potential clients through all outlets (phone, email, online meetings, and in-person)
• Develop a strong understanding of the territory, competitive offerings, and marketplace. Responsible for developing and executing a strategic territory plan
• Create and execute sales strategies to grow revenues within the customer base as well as through new customer acquisition
• Develop influential relationships and sales leads through partner/channel and other open networking efforts
• Effectively demonstrate Emburse SaaS solutions with strong presentation skills
• Effectively lead sales opportunities throughout the entire sales process
• Collaborate with sales management on sales opportunities and obstacles
• Promote partner sales development efforts by meeting and communicating with Channel Partners regularly
• Participate in company-organized sales and marketing events as required
• SME in Expense Management
• Work both inbound and outbound leads to generate a robust pipeline of large-size businesses
• Present Emburse's solutions via web presentation to potential clients
• Learn and develop new, creative sales techniques and strategies
• Position yourself to understand the AP, Expense and Business needs of a Mid Market/Enterprise level business as assigned
• Meet or exceed monthly sales targets according to sales plan
• Maintain an adequate number of new prospect meetings and continuously building pipeline to exceed quarterly and annual business objectives
• Participate in weekly sales meetings and articulate market feedback to management
• Assess market opportunities and develop territory plan to meet revenue objectives

Senior Lead Account Executive

Proposal Manager

• Lead end-to-end development and submission of complex RFx responses and security questionnaires, from intake through final delivery
• Serve as the proposal strategy and content SME, ensuring submissions are persuasive, compliant, and aligned to client requirements and Emburse’s strengths
• Develop clear win themes and strategic narratives that differentiate Emburse and resonate with customer priorities
• Draft and structure proposal responses, partnering with Sales for deal-specific positioning and messaging
• Manage timelines, workflows, and internal reviews to ensure on-time, high-quality submissions
• Collaborate cross-functionally with Product, Security, Legal, Finance, Marketing, and other SMEs to gather accurate, validated inputs
• Ensure consistency of brand voice, messaging, and visual standards across all client-facing materials
• Maintain governance, version control, confidentiality, and audit readiness for all proposal documentation
• Act as a power user and steward of the proposal management platform (e.g., RFPIO), maintaining content hygiene, taxonomy, and automation standards
• Track and analyze performance metrics such as turnaround time, win rates, and content reuse to drive continuous improvement
• Provide data-driven insights and recommendations for process optimization and operational scalability
• Mentor junior proposal team members and contribute to training materials, templates, and playbooks
• Support content refresh initiatives, proposal library maintenance, and cross-functional revenue projects

• Develop cross-sell campaign strategies aligned with company revenue goals and customer success objectives.
• Identify target customer segments for cross-sell opportunities based on product usage data, purchase history, and customer lifecycle stage.
• Strategize, design, and develop programs across key digital channels, including, Qualified (website chat), Pendo (in-app communication), Marketo (program workflows, emails, and tagging), and Goldcast (webinars)
• Design and execute multi-channel campaigns, including email sequences, webinars, and in-app messaging, to promote complementary products or services.
• Oversee content creation and coordinate with creative teams to ensure campaigns are visually and tonally consistent with the brand.
• Set clear campaign goals, KPIs, and benchmarks to measure success across channels (e.g., email, webinars, content marketing).
• Work closely with Product Marketing to understand key product features, customer pain points, and upsell opportunities.
• Partner with Customer Success and Sales teams to identify client needs, cross-sell potential, and create tailored campaign messages.
• Test and iterate campaigns by segment to optimize message relevance, timing, and channel effectiveness

Marketing Manager

Sales

• Lead and manage a team of SMB sales representatives focused exclusively on new logo acquisition
• Drive sales success within a complex SaaS environment, translating Emburse’s value proposition across travel, expense, AP/invoice, payments, and corporate card solutions
• Communicate and convey the value of Emburse’s platform through phone, virtual demonstrations, and in-person meetings
• Engage directly with the office of the finance C-suite, including CFOs and senior finance leaders, to build executive-level relationships and advance opportunities
• Utilize enterprise-level CRM tools (Salesforce preferred) to monitor and manage daily, weekly, and monthly sales activities and performance
• Establish a strong operating cadence focused on pipeline management, forecasting accuracy, and execution against targets
• Develop and mentor individual contributors through ongoing training, coaching, deal strategy support, and performance management
• Maintain a motivated, engaged, and high-performing sales organization through effective leadership and communication
• Partner cross-functionally to support go-to-market execution and ensure alignment across teams
• Manage multiple high-priority initiatives simultaneously while maintaining strong organizational discipline

Director, Sales

Product Operations

• Lead product operations and analytics for AI-powered financial solutions
• Collaborate with engineering and product development teams
• Drive the strategy for product enhancements and development
• Analyze data to inform product decisions and improvements

Director, Product Operations – Analytics

SDET

• Contribute to the development of an engaging and interconnected set of system solutions.
• Enhance the experiences of customers, solve interesting challenges, and design new solutions.
• Collaborate with Data Engineers, Analytics Engineers, Data Scientists, Product Managers and Platform Engineers to design tests and validate business logic in analytical pipelines.
• Establish test strategies and define appropriate test coverage for pipelines, models and metrics.
• Drive improvements in data quality and reliability through automation, test architecture, and proactive detection of data problems.

Software Engineer III – Data Analytics

• Contribute to the development of an engaging and interconnected set of system solutions.
• Enhance the experiences of customers, solve interesting challenges, and design new solutions.
• Collaborate with Data Engineers, Analytics Engineers, Data Scientists, Product Managers, and Platform Engineers to design tests and validate business logic in analytical pipelines.
• Own quality for analytics deliverables and data platform features within your area. Establish test strategies and define appropriate test coverage for pipelines, models and metrics.

Operations

• Quickly learn and master processes within the Salesforce CRM & CPQ system to assist sales reps with inquiries.
• Support Sales with subscription data, quotes, Order Forms and closing opportunities
• Assist Sales with correct SKU selection and ensure those SKUs with limited access are added in line with business guidance.
• Assist Sales with quote updates for those items with limited access in line with business guidance.
• Work cross functionally with the Business Systems, Finance, Product and Deal Desk teams to support the Sales.
• Respond to Sales inquiries in a timely manner
• Be a ‘Subject Matter Expert’ in Salesforce and Deal processes
• Identify ways to automate and optimize the deal processes / business methods.
• Ad hoc projects as necessary

Deal Operations Analyst

Analyst

• We are looking for a Deal Desk Analyst to join our Deal Operations team to drive efficiencies in our quote to cash process.
• Work directly with the Sales organization by providing a high level of service with integrity, urgency, and responsiveness.
• Quickly learn and master the quoting process within the Salesforce & CPQ system.
• Conduct the initial triage of quotes submitted to Deal Desk for review. Evaluate deal economics, business terms, operational requirements and non-standard structuring requests.
• Collaborate closely with the Deal Desk members to effectively and efficiently manage the Deal Desk queue.
• Review assigned quotes in terms of deal financials, pricing and business risk.
• Provide discount and pricing guidance based upon published business policy and guidelines.
• Operate as an escalation point and ensure compliance with published sales and business approval policies.
• Act as liaison with cross-functional business partners to facilitate deal closure.
• Establish productive relationships and collaborate with Legal, Finance, Product, Pricing Sales and Operations to drive deal accuracy and efficiency.
• Become a subject matter expert on all commercial aspects in deals including pricing, product configuration and business terms.
• Perform any other duties assigned by the Deal Strategy and Operations Senior Director

Deal Desk Analyst

System Administrator

• Serve as primary system owner for NetSuite, overseeing configuration, governance, and integration strategy.
• Partner with Finance and Accounting leaders to define the NetSuite roadmap, ensuring alignment with business strategy and scalability needs.
• Architect and implement end-to-end solutions across GL, AR, AP, Fixed Assets, Procurement, and Revenue modules.
• Lead design and rollout of advanced NetSuite capabilities (e.g., ARM, OneWorld, SuiteBilling) to support Emburse’s multi-entity and subscription business model.
• Establish and enforce development, testing, and change management standards for all NetSuite enhancements.
• Oversee integrations with Salesforce, BillingPlatform, and Snowflake to maintain seamless data flow and process alignment.
• Identify opportunities to automate manual processes, improving accuracy, efficiency, and auditability.
• Support internal and external audits, ensuring compliance with SOX and internal control requirements.
• Mentor and guide junior admins and offshore resources; manage vendor or contractor contributions where applicable.
• Collaborate cross-functionally on enterprise data governance, ensuring NetSuite serves as a trusted financial system of record.

Senior Netsuite System Administrator

Full-stack Engineer

• Contribute to the development of an engaging and interconnected set of system solutions.
• Enhance the experiences of your customers, solve interesting challenges, and design new solutions.
• Collaborate with cross-functional teams to deliver high-quality software.
• On-board and mentor less experienced team members.
• Develop sophisticated software with minimum supervision.
• Fix complex bugs and demonstrate advanced debugging skills.

AI Automation Analyst, Claude

AI Automation Analyst, Claude

Manager, Technical Shared Services

Senior Partner Marketing Manager

Senior Lead Account Executive

Proposal Manager

Marketing Manager

Director, Sales

Director, Product Operations – Analytics

Software Engineer III – Data Analytics

Software Engineer III – Data Analytics

Deal Operations Analyst

Deal Desk Analyst

Senior Netsuite System Administrator

Senior Software Engineer