The Customer Success Manager at Emburse will ensure customer satisfaction post-sale, drive product adoption, handle issues, and promote upselling while maintaining records in Salesforce.
Who We Are:
At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise.
Customer Success Managers are responsible for the post-sales success of a portfolio of customers. As a CSM, the employee is responsible for making the value of the solution visible to the customers while looking for additional opportunities for the customer to expand their services and products to achieve their goals. The CSM is also responsible for driving customer adoption and success by providing usage/adoption recommendations, performing Business Reviews and delivering an industry leading customer experience.
What you'll do:
- Deliver an industry leading customer experience
- Collaborate with internal teams to represent voice of the customer
- Provide product education/support for new and ongoing customers
- Communicate product/industry best practices for customers
- Participate in customer forums
- Own ultimate responsibility for the customer’s retention and expansion success while preventing churn
- Maintain accurate and current records of customer information in Salesforce
- Own cancellation process to identify cancellation, work with sales/customer to save account, and if unable, ensure to document and complete the cancellation process
- Serve as an escalation point for issues that impact the customer’s success and work with internal teams to drive resolution
- Upsell additional products/services to customers
- Be familiar with CSM negotiation and quota management
What we're looking for:
- Bachelor’s Degree (preferred) or equivalent work experience
- 1-3 years experience in customer service role
- Strong interpersonal, organizational, and communication skills
- Time Management & work/life balance
- Proficient with Excel, Word, Powerpoint and Google Suite
- Salesforce experience
- Experience using video conferencing systems (Zoom or GoToMeeting)
- Customer Success Software experience: Gainsight experience
- Product Demonstration Skills
- Collaboration software experience: Confluence experience
- ZenDesk experience
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.
Top Skills
Confluence
Excel
Gainsight
Google Suite
Gotomeeting
PowerPoint
Salesforce
Word
Zendesk
Zoom
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