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Financial Technology (FinTech), SaaS, Expense Management

Emburse Solution Advisor (ESA) - Extended Services

Toronto, ONOnsiteFull TimePosted 2 months ago

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Required skills

  • Emburse
  • technical advisor
  • product expertise
  • configuration support
  • strategic guidance
  • customer requirements
  • best-practice solutions
  • change requests
  • complex issues
  • customer priorities

Nice to have

  • configurable software platforms
  • workflow solutions
  • financial management software
  • enterprise customers
  • Travel & Expense management
  • accounting systems

Role summary

Emburse is seeking a Solution Advisor (ESA) to act as a trusted technical advisor for customers, providing product expertise, configuration support, and strategic guidance to maximize their use of Emburse solutions. This role involves consulting on product capabilities, managing configuration changes and projects, translating customer requirements into technical solutions, and identifying opportunities for optimization. The ESA will manage multiple customer priorities, maintain strong relationships, and collaborate with internal teams to ensure customer success and retention. The ideal candidate has experience in a customer-facing SaaS role, strong technical aptitude, consulting and problem-solving skills, and excellent communication and customer management abilities. Experience in the Travel & Expense management industry and knowledge of related software are advantageous.

Key Responsibilities

  • Manage a portfolio of ESA customers, acting as a trusted technical and product advisor.

  • Develop a strong understanding of each customer's configuration, business requirements and use of Emburse solutions.

  • Consult with customers on product capabilities, configuration options and best practices to support their business requirements and long-term use of the platform.

  • Manage customer configuration changes, technical requests and small to large projects from requirements gathering through to delivery.

  • Translate customer requirements into appropriate product and configuration solutions.

  • Provide proactive guidance to help customers optimize their use of Emburse products and identify opportunities to improve adoption and value.

  • Facilitate requirements-gathering and solution-design discussions with customers and internal stakeholders.

  • Configure Emburse products in line with agreed customer requirements and project scope.

  • Manage multiple concurrent customer requests and priorities within agreed service levels and workload expectations.

  • Provide regular and clear communication to customers on progress, deliverables, risks and timelines.

  • Act as a technical product knowledge resource for colleagues and collaborate on training, testing and troubleshooting activities.

  • Partner closely with Customer Success Managers and other internal teams to support customer health, retention and successful outcomes.

  • Support the resolution of complex or escalated customer issues, coordinating across internal teams where required.

  • Contribute to the continuous improvement of ESA processes, documentation and ways of working.

  • Continuously develop product and technical knowledge through training, testing, research and collaboration with internal subject-matter experts.

Experience

  • Experience in a customer-facing technical, consulting, implementation, customer success or similar SaaS role.

  • Experience working with configurable software platforms, workflow solutions and/or financial management software is preferred.

  • Experience managing multiple customer requirements, projects or technical requests simultaneously.

  • Experience translating business requirements into practical technical or product solutions.

  • Experience working with enterprise customers in the Travel & Expense management industry is advantageous.

Skills & Capabilities

  • Strong technical aptitude with the ability to develop deep product and configuration expertise.
  • Strong consulting and problem-solving skills, with the ability to understand customer requirements and recommend appropriate solutions.
  • Excellent written and verbal communication skills.
  • Strong customer-management skills, including the ability to manage expectations, concerns and escalations.
  • Ability to manage multiple priorities independently and organise workload effectively.
  • Strong attention to detail and ability to work through complex customer configurations.
  • Ability to collaborate effectively across Customer Success, Support, Product and other internal teams.
  • Commercial and customer awareness, with an understanding of how strong technical service contributes to customer value, retention and growth.
  • Knowledge of accounting systems, processes and terminology relevant to Emburse products is advantageous.
  • Strong Microsoft Office skills, particularly Excel.
  • Knowledge of JIRA, Confluence, Zendesk
  • Basic knowledge of SQL helpful
  • Education

    Bachelor's degree, relevant professional qualification and/or equivalent practical experience.

    Work Environment

    This job operates in a professional, open office environment.

    Sponsorship

  • This role is not sponsorship eligible
  • Candidates need to be legally allowed to work in Canada
  • Ready to apply?
    You'll be redirected to Emburse's application page.

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