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 support

teams by providing subject matter expertise on all aspects of supporting documentation

necessary to continue business operations. These documents include requests for Emburse

policies regarding: DEI (Diversity, Equity, Inclusiveness), ESG (Environmental, Sustainability,

Governance), Financial standing and Information Security. The position will be responsible for

establishing a process by which the Customer Success, Customer Support and other internal

customers 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 a

Subject Matter Expert in various aspects of the Emburse business as well as owner of the process

through which metrics will be captured and SLAs provided. As Emburse continues to grow, the

increasing demands on this role may require future expansion of a team, implementation of new

tools, and continued improvement of our internal processes.

What you'll do:

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.

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.

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.

oTrack and report on metrics (net number of inquiries, new client, existing client).

oReport to leadership on items for which there is no policy.

oLiaise with the legal team to ensure adherence to contract terms.

oResponsible for the timely completion of various request types, including Environment Social Governance (ESG).

Education and Experience

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 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.

apply to this job