Emburse

Financial Planning and Analysis

• Serve as the primary senior finance partner to functional business unit leaders, building trusted relationships that make FP&A a thought leader
• Lead the Annual budget and monthly forecast process ensuring alignment with Emburse’s strategic goals while driving B/U accountability for financial results
• Own the revenue and bookings forecast across segments and product lines, partnering with sales leadership to build and maintain driver-based models
• Responsible for Revenue, Expense, and KPI reporting, while articulating business drivers of financial results and variances
• Collaborate cross-functionally across B/U operations to build alignment and credibility of analytical support for financial projections, initiatives, and investments
• Partner with the VP, FP&A and Strategic FP&A function to ensure integration of financial forecasts, analysis, and narratives within consolidated deliverables such as board reporting, long term financial planning, and financial reporting
• Ensure the integrity and analytical depth of financial metrics, working across CRM and billing systems to produce reliable, decision-grade data
• Lead and support transformation initiatives such as creation or enhancement of operating KPIs, automation through AI enablement and adoption, and standardization of reporting cadences
• Establish consistent analytical standards, modeling hygiene, and communication norms across the B/U FP&A function
• Coach and develop a team of four FP&A professionals to build a capable, insight-driven finance function

Director, Financial Planning & Analysis – FinTech/SaaS

• Own the Emburse revenue forecast, partnering with Sales leadership to build bottoms-up pipeline-driven models
• Develop and maintain driver-based GTM expense models for Sales and Marketing, including headcount planning, marketing program spend, and quota capacity analysis
• Lead monthly and quarterly GTM financial reviews, providing variance analysis that connects spend to pipeline and revenue outcomes with clear narrative context
• Support the annual budget and strategic planning cycles for all GTM functions
• Support pricing and packaging analysis, including assessment of transactional product economics and customer adoption trends
• Serve as the primary finance partner to Sales and Marketing leadership, building trusted relationships and embedding finance into GTM planning and operational reviews
• Proactively identify financial risks and opportunities within the GTM motion and bring forward actionable recommendations
• Translate complex financial analysis into executive-ready narratives for ELT and board-level consumption

Manager, Financial Planning and Analysis – Fintech/SaaS

• Build and own financial models for strategic initiatives including new product launches, market expansion, build-vs-buy decisions, and operational transformation programs
• Lead the financial analysis supporting investment cases and business cases presented to the ELT, board, and PE sponsor, including scenario modeling and sensitivity analysis
• Develop and maintain the company’s long-range financial plan that reflect business strategy and investor return frameworks
• Translate complex financial analysis into clear, structured narratives suitable for board-level and investor consumption
• Partner with the Senior Director, FP&A and functional finance leads to integrate business unit intelligence into strategic financial models
• Collaborate with GTM, Product, and Operations leadership on investment prioritization, resource allocation, and performance management frameworks
• Support M&A diligence or integration activities as needed, including financial due diligence, synergy modeling, and integration cost analysis
• Manage and develop the Lead Financial Analyst, providing day-to-day direction, coaching, and quality oversight on analytical work product
• Establish strong analytical standards and modeling hygiene within the strategic finance function

Manager, Corporate Financial Planning and Analysis – Fintech/SaaS

Salesforce Developer

• Serve as the primary, high-level administrator and technical escalation point for Salesforce platform configuration, support, and operational health.
• Design and implement highly scalable declarative configurations (Advanced Flows, Validation Rules, Dynamic Forms) that minimize technical debt.
• Oversee user provisioning, complex role hierarchies, sharing models, and permission sets in strict alignment with enterprise security and compliance standards.
• Partner with QA and DevOps to lead testing, release validation, sandbox coordination, and deployment processes using modern CI/CD tools (e.g., Copado, Flosum, Git).
• Manage Tier 1/2 escalation flows, identify recurring platform defects or friction points, and implement durable, long-term fixes rather than band-aids.
• Collaborate deeply with RevOps, Sales, Finance, and Business Systems leaders to ensure Salesforce seamlessly integrates with tools like NetSuite, BillingPlatform, DocuSign, LeanData, and Marketo.
• Set the standard for documentation (runbooks, configuration records, release notes) and provide guidance/mentorship to other administrators on the team.

Lead Salesforce Platform Administrator

Customer Support

• Support the West Coast: Serve as the frontline responder for inbound baseline support cases from 11:00 AM to 7:00 PM
• Own Your Queue: Manage and resolve 12–20 tickets per day
• Triage & Escalate: Answer baseline product questions and escalate complex issues to Tier 2 team
• Embrace Modern Tech: Leverage internal documentation and AI tools to accelerate ticket resolution times
• Train for Success: Start with an 8:30 AM – 4:30 PM schedule for training before transitioning to permanent shift

Customer Support Specialist, Software Application Support

Accountant

• Ensure all financial data is input timely and accurately
• Manage payments to vendors and partners
• Prepare account reconciliations, ensuring tax compliance
• Manage and forecast cash
• Maintain expense platforms
• Manage the corporate credit card program
• Assist in various audits
• Prepare financial statements; prepare accurate and timely account reconciliations
• Prepare journal entries as required
• Assist with year-end audit by providing supporting documentation, as required, to external auditors
• Review employee expense reports in accordance with Company policies and Spanish Tax Agency
• Provide weekly cash forecast reporting that is timely and thorough
• Monitor bank activity and ensure all transactions are booked to the G/L
• Pull necessary reporting containing customer payments and provide to AR team to post
• Work with management to ensure tax compliance
• Communicate with partner team to ensure new partner contract terms are paid out accurately
• Send necessary information to AP to create invoices and remit payment
• Responsible for Issuing new credit cards, deactivate old cards as new credit cards are issued, replaced, and cancelled
• Continuously monitor usage overall and by cardholder to ensure adequate limits are provided
• Assist as needed on ad-hoc requests

Senior Accountant

• Architect the CPQ Engine: Drive the long-term technical roadmap for Salesforce CPQ & Billing, prioritizing platform performance, data integrity, and multi-year scalability.
• Own the Revenue Engine: Design, optimize, and maintain complex Lead-to-Cash and Quote-to-Cash workflows, ensuring seamless product configuration and accurate pricing structures.
• Lead Enterprise Integrations: Architect robust, scalable integrations between Salesforce CPQ, back-office ERP systems, and downstream financial systems using custom APIs and middleware platforms.
• Establish Governance: Set and enforce the "gold standard" for our development lifecycle, including coding standards (Apex/LWC), branching strategies, and CI/CD pipelines for configuration data.
• Triage Technical Debt: Proactively audit our existing CPQ ecosystem, identifying architectural gaps or redundant rules, and proposing pragmatic modernization strategies that keep revenue moving.

Salesforce Technical Architect – CPQ Specialization

Account Executive

• Focus on finding and closing deals with companies over 500+ employees in size
• 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
• 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
• Collaborate with sales management on sales opportunities and obstacles
• 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

Senior Account Executive, Enterprise

• Drive outbound pipeline creation via cold calling, email, and multichannel outreach within a defined Ideal Customer Profile (ICP)
• Deliver against core activity metrics including call volume, talk time, email volume, and sequence execution
• Execute high‑impact outbound prospecting to generate Sales Accepted Opportunities (SAOs)
• Book and qualify discovery meetings for Mid‑Market and Enterprise Account Executives
• Conduct deeper early‑stage discovery to capture meaningful business context and improve opportunity quality
• Partner closely with AEs to support cleaner handoffs and improved SAO → SQO conversion
• Participate in regular AE mentorship, deal reviews, and pipeline alignment sessions
• Maintain accurate activity, contact, and opportunity data in Salesforce
• Provide feedback on messaging, targeting, and outreach effectiveness to Sales and Marketing teams

Platform Engineer

• Develop and maintain infrastructure as code using Terraform, OpenTofu, Ansible, and related automation tooling.
• Administer Kubernetes and EKS environments, including installation, networking, security, troubleshooting, monitoring, autoscaling, upgrades, and cluster management.
• Build, manage, and support containerized workloads using Kubernetes, EKS, and related cloud-native technologies.
• Support GitOps-based deployment workflows using ArgoCD, Kustomize, GitHub Actions, Jenkins, and Kubernetes manifests.
• Build and improve self-service platform capabilities that help engineering teams provision infrastructure, onboard services, and deploy applications efficiently.
• Monitor site availability, investigate production issues, and provide remediation for incidents.
• Create and maintain monitoring, logging, alerting, dashboards, APM configuration, and incident reporting.
• Support secure-by-default platform practices, including least-privilege Kubernetes configurations, container vulnerability scanning, static analysis, and infrastructure-as-code security checks.
• Troubleshoot infrastructure, application platform, Linux, networking, IAM, and cloud-related issues.
• Write SQL, ELK, and other operational queries to diagnose issues and support production investigations.
• Create, review, merge, and apply infrastructure pull requests using tools such as Ansible, Terraform, and OpenTofu.
• Create and maintain AMIs, support rightsizing, autoscaling, and infrastructure optimization.
• Serve as a technical lead on complex platform projects, driving work to successful completion on time and on budget.
• Leverage AI-assisted engineering tools, such as Cursor, GitHub Copilot, Claude Code, or similar technologies, to improve development speed, code quality, automation, documentation, and troubleshooting workflows.

Platform Engineer III

Business Intelligence Analyst

• Build From Scratch: Own the design, architecture, and deployment of net-new Power BI dashboards and analytics solutions to serve as our commercial source of truth.
• Track the Funnel: Run heavy analysis on marketing data, lead generation metrics, and pipeline health to evaluate opportunity conversion rates across all levels of our sales organization.
• Master the Tech Stack: Leverage strong Salesforce (SFDC) data structures alongside Power BI to connect data points seamlessly across the GTM funnel.
• Collaborate Internationally: Partner closely with our global Rev Ops, Marketing Ops, and Sales Ops teams to ensure data governance and deliver actionable insights to leadership.

GTM Reporting Analyst – Revenue Operations

Manager

• Lead the strategy, development, execution, and optimization of scalable product-led partnership programs.
• Drive cross-functional initiatives spanning Product, Partnerships, Marketing, Customer Success, Sales, Enablement, and Operations
• Build and operationalize frameworks, processes, and best practices that improve product-led program scalability, adoption, and execution efficiency
• Define and track product-led program OKRs, KPIs, and success metrics, providing regular reporting and actionable insights to leadership
• Manage engagement with strategic partners and internal GTM teams through enablement sessions, demo presentations, campaigns, and collaborative initiatives
• Collaborate cross-functionally to distill complex product capabilities into clear sales, marketing, and enablement messaging
• Serve as a liaison between Product, Marketing, Partnerships, and external stakeholders to ensure successful product-led program execution and communication
• Develop and deliver customer engagement and education programs designed to accelerate onboarding, adoption, retention, and expansion

Senior Product Programs Manager

Product Manager

• Emburse is seeking a strategic and commercially driven Principal Product Manager to lead our Cards Growth ecosystem and expand key ecosystem relationships that power our card and payments business. This highly visible leadership role is responsible for driving strategic partnerships, influencing product and go-to-market direction, and accelerating growth across Emburse’s card portfolio.
• As a senior leader, this individual will serve as the strategic owner for critical payment network, issuer, and fintech relationships while partnering cross-functionally across Product, Sales, Marketing, Operations, Finance, Legal, and Executive Leadership. The ideal candidate combines deep expertise in payments and card ecosystems with exceptional commercial acumen, operational leadership, and the ability to influence enterprise-wide strategy.
• This role requires a proactive leader who can identify growth opportunities, drive strategic initiatives from concept through execution, and serve as a trusted advisor internally and externally.