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About Brex and the Role
Responsibilities
- Own a portfolio of Brex customers; build trusted relationships and act as the customer advocate within Brex.
- Drive adoption and expansion of Brex products (Corporate Card, Cash Management, and related fintech services).
- Lead onboarding, kickoff meetings, training, and ongoing success planning with clients.
- Manage renewal cycles, identify upsell opportunities, and coordinate cross-functional teams to deliver ROI.
- Collaborate with Sales, Customer Success, Product, and Support to meet customer needs and provide product feedback.
- Track key metrics, forecast revenue, and report on account health.
Qualifications
- 3+ years of enterprise SaaS/fintech relationship management or account management experience.
- Excellent communication, presentation, and negotiation skills.
- Strong problem-solving and analytical abilities; data-driven with CRM experience (e.g., Salesforce).
- Bachelor's degree; MBA or equivalent business experience is a plus.
- Willingness to travel to client sites as needed.
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