Senior Customer Success Manager

Emburse; Addison (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Emburse in Addison, Texas is seeking a Senior Customer Success Manager to own post-sale health, retention and expansion for an enterprise client portfolio. You will build trusted C-suite relationships, conduct Executive Business Reviews, and drive adoption of Emburse solutions while seeking opportunities to grow services.

The role requires 5+ years in strategic customer success, strong Salesforce and data reporting skills (Power BI), and excellent communication.

Qualifications

• Bachelor’s degree (or equivalent) with 5+ years in a consultative, strategic customer success role or travel industry.
• Strong working knowledge of Microsoft Office, Google Workspace, and Salesforce; experience with video conferencing tools (Zoom, GoToMeeting).
• Proficiency or strong familiarity with Power BI for data reporting (highly preferred) and Confluence (preferred).
• Proven ability to deliver engaging product demonstrations and present to diverse client audiences.
• Problem-Solving & Agility: Excellent communication and relationship-building with C-suite stakeholders.

Responsibilities

• Own responsibility for account health, retention, and expansion across an enterprise client base.
• Build relationships with C-suite stakeholders and conduct Executive Business Reviews (EBRs).
• Troubleshoot complex customer situations and escalate to internal teams for resolutions.
• Educate clients and providers on products, technology, and best practices.
• Advocate for client needs and collaborate on product strategy improvements.
• Oversee milestones, maintain data in Salesforce, and manage retention/cancellation saves.

Skills

Customer success

Executive relationships

Problem solving

Project management

Communication

Time management

Salesforce

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Power BI

Confluence

Google Workspace

Microsoft Office

Zoom

Job description

Who We Are:

At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in expense intelligence, 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.

Senior Customer Success Managers are responsible for the post-sales success of aportfolio of customers. As a Sr. CSM, the employee is responsible for making the valueof the solution visible to the customers while looking for additional opportunities for thecustomer to expand their services and products to achieve their goals. The Sr. CSM isalso responsible for driving customer adoption and success by providingusage/adoption recommendations, performing Business Reviews and delivering anindustry leading customer experience.

Please note this is a hybrid role requiring 3 days/week in our Addison, Texas location AND we are unable to offer sponsorship now or in the future

What will you Do

• Own ultimate responsibility for account health, retention, and expansion across an assigned enterprise client base while proactively identifying and mitigating churn risks.
• Build long-term, trusted relationships with C-suite stakeholders, conducting consultative Executive Business Reviews (EBRs) to uncover travel program savings and optimization opportunities.
• Troubleshoot complex customer situations, act as the primary escalation point for critical issues, and collaborate with internal teams to drive swift resolutions.
• Educate clients, new users, and Travel Management Company (TMC) providers on products, technology, and industry best practices.
• Advocate for client needs internally, working with cross-functional teams to influence product strategy and overall process improvements.
• Oversee key customer milestones, maintain accurate data in Salesforce, and lead the retention/cancellation save process when risks arise.
• Monitor Program & Reshop Performance: Proactively track customer metrics and reshop performance, researching issues and partnering with Support teams to resolve technical concerns.
• Stay engaged with travel industry trends, deliver public/internal presentations, and lead client-facing speaking engagements.
• Partner with leadership to develop new customer success strategies, workflows, and team-wide projects.
• Provide first-level support, onboarding guidance, and mentorship to junior CSMs prior to management escalation.
• Support Cross-Functional Programs: Assist with strategic team projects, including client reference requests, marketing initiatives, and cross-departmental programs.

What you will Bring

• Bachelor’s degree (or equivalent experience) with 5+ years in a consultative, strategic customer success role or within the travel industry.
• Strong working knowledge of Microsoft Office (Excel, Word, PowerPoint), Google Workspace, and Salesforce; experience with video conferencing tools (Zoom, GoToMeeting).
• Proficiency or strong familiarity with Power BI for data reporting (highly preferred) and Confluence (preferred).
• Proven ability to deliver engaging product demonstrations and present to diverse client audiences.
• Problem-Solving & Agility: Strong creative problem-solving capabilities ("out-of-the-box" solutioning) with the agility to manage shifting, ever-changing priorities.
• Excellent follow-up, organizational, and time-management skills to consistently exceed customer expectations.
• Exceptional interpersonal, written, and verbal communication skills across all organizational levels.

Why Emburse?

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.