Mid-Market Customer Success Manager

Brex • New York, NY

6h • $132,000 - $165,000 • Hybrid

About The Position

As a Mid-Market Customer Success Manager II, you will manage a book of business and work with customers’ Finance teams, from CFOs to Accounting Managers, to help them realize the full value of Brex’s solutions. You will build deep expertise in Brex products and partner with internal teams such as Implementation, Solutions, and Product. By using product usage insights, stakeholder engagement, and cross-functional collaboration, you will create and execute account strategies aligned with customers’ business goals, drive product adoption, minimize churn, and grow account value.

The role is based in Brex’s San Francisco office in a hybrid environment. Employees are currently expected to work in the office three days per week—Monday, Wednesday, and Thursday—with up to four weeks per year of fully remote work.

Requirements

• At least 4 years of experience in customer-facing roles managing a book of business, account health, executive relationships, and expansion strategy at a high-growth startup.
• Strong familiarity with modern finance and hands-on experience with financial technology such as ERPs, spend management platforms, or AP automation tools.
• Comfort interacting with a high volume of customers at different stages of the customer lifecycle.
• Passion for realizing customer value through product adoption.
• Strong business acumen and a finance-first mindset, with the ability to communicate with CFOs, Controllers, and FP&A teams.
• Ability to synthesize product usage data and identify insights and trends.
• Demonstrated success collaborating cross-functionally and influencing internal roadmaps based on customer needs.
• Bachelor’s degree required.

Nice To Haves

• Background in corporate accounting or financial systems.
• Finance, business, or a related field of study.
• Ability to think in systems and understand the broader picture of customer value.
• Energy for developing relationships across a wide range of levels and roles.
• Experience working with an account team to manage a shared book of business.
• Professional bilingual fluency in English and Spanish.

Responsibilities

• Develop deep expertise in Brex products and show customers how to become power users of the platform.
• Proactively manage an assigned book of accounts to drive customer adoption, value realization, and account growth.
• Advise finance stakeholders on best practices for spend management, credit policy, reconciliation workflows, and financial reporting automation.
• Build relationships across Finance, Procurement, AP, IT, and Security to increase platform adoption and customer engagement.
• Lead business reviews and financial health checks to align executives and demonstrate return on investment.
• Identify and mitigate churn risks using data analysis, usage insights, and issue resolution.
• Partner with Sales, Product, Credit, Risk, and Operations to deliver a seamless customer experience and advocate for product improvements.
• Meet or exceed quarterly performance metrics, including customer engagement and GMV targets.

Benefits

• Hybrid work environment with up to four weeks per year of fully remote work.
• Equity and other forms of compensation may be provided, depending on the position offered.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level