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crm salesforce financial systems erp gong๐ Description
- Primary contact for a book of customers; ensure Brex is essential.
- Identify expansion opportunities and lead discovery calls, proposals, pricing.
- Understand workflows and financial priorities to drive adoption.
- Build relationships with finance leaders (controller to CFO); tailor messaging.
- Collaborate with Risk, Underwriting, Legal, and Deal Desk to balance needs.
- Lead quarterly business reviews; translate insights into ROI; drive action.
๐ฏ Requirements
- 2+ years in customer-facing roles managing a book of business.
- Fluency in fintech ecosystems: ERPs, spend management, or AP automation.
- Experience handling high-volume customers across lifecycle.
- Finance-first mindset; comfortable speaking with CFOs, Controllers, FP&A.
- Ability to analyze product usage data and derive insights.
- Bachelorโs degree in finance, business, or related field.
๐ Benefits
- Hybrid work: minimum two in-office days per week (Wed, Thu).
- From Feb 2, 2026, three in-office days (Mon, Wed, Thu).
- Up to four weeks per year of fully remote work.
- Grow with a diverse, inclusive Brex team and career development.
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