Client Diligence Specialist

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.The Client Diligence Specialist is responsible for supporting the customer success and supportteams by providing subject matter expertise on all aspects of supporting documentationnecessary to continue business operations. These documents include requests for Embursepolicies regarding: DEI (Diversity, Equity, Inclusiveness), ESG (Environmental, Sustainability,Governance), Financial standing and Information Security. The position will be responsible forestablishing a process by which the Customer Success, Customer Support and other internalcustomers can request assistance when responding to our customer base.In this role, you'll be the back-office support to the customer facing teams at Emburse, becoming aSubject Matter Expert in various aspects of the Emburse business as well as owner of the processthrough which metrics will be captured and SLAs provided. As Emburse continues to grow, theincreasing demands on this role may require future expansion of a team, implementation of newtools, and continued improvement of our internal processes. What you'll do: Request Management:oMaintain a record of all incoming requests, including status through completion, for customer questions and questionnaires.oManage the upload of responses to client-specific portal platforms.oKeep clients apprised of their inquiry status.oTake a first pass on answers and redirections to the trust center.Collaboration and Coordination:oSupport the broader Client Due Diligence team, a matrixed group of SMEs.oCollaborate with functional teams across the organization.oCoordinate with subject matter experts (SMEs) on time, following up when necessary and through completion.Content Management:oAid content managers in maintaining RFP and Safebase databases by contacting respective SMEs.oFlag expired content where applicable and ensure consistency across content.oMaintain and update knowledge base to efficiently respond to repeated questions.oBuild and maintain templates for recurring questionnaires, ensuring populated content is up-to-date and appropriately answers each question.Reporting and Metrics:oTrack and report on metrics (net number of inquiries, new client, existing client).oReport to leadership on items for which there is no policy.Legal Compliance:oLiaise with the legal team to ensure adherence to contract terms.Questionnaire Handling:oResponsible for the timely completion of various request types, including Environment Social Governance (ESG). Education and Experience Required: A minimum of a Bachelor’s degree in Business Administration, Marketing, Technology, or a related field or equivalent experience.Preferred: MBA or other similar business related degreeRequired:AMinimum of 3-5 years of experience in a customer (internal or external) support roleDemonstrated success in establishing internal processes and managing SLAs and KPIs related to the processPrior experience with partnering with ELT and other senior leaders to clarify and refine internal policies and proceduresProficiency with office productivity software, such as Microsoft Office or Google’s business suite of softwarePreferred:Experience with Client Diligence activitiesPrior experience in B2B SaaS industry. Additional Information 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 modernizetheir 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 thatsupports 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.

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