The opportunity
Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to…
What you'll do
Serve as the primary point of contact for a book of customers, ensuring Brex: is an essential part of how our customers operate
Drive revenue by proactively identifying expansion opportunities and tying: Brex’s value to measurable business results - including running structured discovery calls, creating commercial proposals, and negotiating pricing terms
Deeply understand each customer’s workflows, accounting processes, and: financial priorities to uncover pain points and steer stakeholder dynamics to influence full adoption
Build relationships across multiple levels of stakeholders (from controller: up to CFO) across the finance team, tailoring your communication and value framing to each audience and flagging risks or opportunities early with a recommended plan of action
Work cross-functionally with Risk, Underwriting, Legal, and Deal Desk to: ensure we are balancing customer needs with revenue impact
Bring operational excellence through strong documentation, proactive: communication, and project management. Keep customers and internal teams aligned on progress, blockers, and next steps via forecasting, CRM hygiene, activity tracking, and deal qualification.
What they're looking for
- + years of experience in customer-facing roles managing a book of business,: owning account health, executive relationships, renewals, and expansion strategy
- Fluency in the language of modern finance, demonstrated through hands-on: experience with the ecosystem of financial technology - including ERPs, spend management platforms, or AP automation tools
- Experience and comfort interacting with a high volume of customers at: different stages of the customer lifecycle
- Strong business acumen with a finance-first mindset and comfortable speaking: the language of CFOs, Controllers, and FP&A teams
- Ability to analyze product usage data and detect important insights and trends.
- Demonstrated success in cross-functional collaboration and influencing: internal roadmaps based on customer needs
- Coachability and grit, with an interest in growing your sales career
- Bachelor's degree; finance, business, or related fields
