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
Manage a portfolio of approximately 200 companies (Seed through Series B+),: serving as the primary point of contact for founders, CFOs, and Chiefs of Staff.
Maintain deep awareness of each client's financial health, funding status,: and growth trajectory to identify and address opportunities proactively.
Uphold operational excellence through rigorous Salesforce hygiene and: proficiency in tools such as Vitally, Gong, Scratchpad, HEX, Looker and LogRocket.
Drive Net Revenue Retention (NRR) through the proactive expansion of: products, including credit card utilization, growing banking deposits, adoption of bill pay, invoicing and travel products.
Lead deposit acquisition by capturing fresh capital during financing rounds: through the strategic positioning of Brex's banking and treasury solutions.
Execute competitive defense strategies to protect your book of business,: cultivating relationships built on trust rather than simple cash incentives.
What they're looking for
- Partner through strategic collaboration with cross-functional teams to: deliver optimal solutions, products, and services to our clients.
- Prioritize field engagement by targeting in-person interactions with: customers by having in-person meetings and touch points.
- Manage event curation by hosting at least one monthly client event, such as: intimate dinners, workout sessions, or other curated experiences.
- + years of experience in relationship management, account management, sales,: partnerships, or a similar role, preferably within the startup or finance ecosystem or saas or banking industry.
