Technical Account Manager (Travel & Expense)

Join Emburse as a Technical Account Manager (Travel & Expense) and become a trusted technical advisor to our customers. In this role, you will provide ongoing product expertise, configuration support, and strategic guidance to help customers maximize the value of their Emburse solutions. You will manage a dedicated portfolio of clients, deliver strategic product consulting, lead end-to-end technical projects, configure platform solutions, and provide escalation and troubleshooting support. You will also collaborate closely with internal teams and contribute to process improvement.

Responsibilities

• Serve as a trusted technical advisor to a dedicated portfolio of clients, maintaining deep knowledge of their technical configurations and business requirements.
• Guide clients on product capabilities, configuration options, and best practices to optimize adoption and maximize solution value.
• Manage configuration changes and technical requests from initial requirements gathering and solution design through to final delivery.

Requirements

• The role requires the ability to manage multiple customer priorities while building strong, long- term relationships and providing a consistently high level of service
• Excellent written and verbal communication skills, with the ability to explain complex technical concepts clearly to diverse audiences
• Understanding of accounting processes, financial systems, and relevant terminology; basic knowledge of SQL is a plus
• Bachelor's degree (or equivalent practical experience) with proven experience in a customer-facing technical, SaaS consulting, implementation, or technical customer success role
• Meticulous attention to detail with the technical aptitude to develop deep product mastery and navigate intricate system workflows
• 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
• Proven ability to gather complex business requirements and translate them into effective product configurations and technical solutions
• 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

Preferred

• Background in financial management or Travel & Expense (T&E) management software is highly preferred
• Hands-on experience with Microsoft Office (advanced Excel) and familiarity with enterprise tools like Salesforce, Jira, Confluence, and Zendesk preferred
• Experience configuring complex SaaS platforms and workflow software