Mid-Market Customer Success Manager

Brex•Salt Lake City, UT

3h•$117,600 - $147,000•Hybrid

About The Position

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 accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how going big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. The Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team.

Requirements

4+ years of experience in customer-facing roles managing a book of business, owning account health, executive relationships, and expansion strategy at a high-growth start-up.
Deep 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. Backgrounds in corporate accounting or financial systems are a significant asset.
Experience and comfort with interacting with a high volume of customers at different stages of the customer lifecycle
You are passionate about working with customers to ensure they achieve their goals
Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams.
Ability to synthesize product usage data and identify key insights and trends
Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs.
Bachelor's degree required; finance, business, or related fields preferred.

Nice To Haves

You think in systems, not silos, and understand the bigger picture of customer value.
You are energized by developing relationships across a wide range of levels and roles

Responsibilities

Develop a deep expertise in Brex products to actively 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.
Act as a trusted advisor to finance stakeholders by providing guidance on best practices across spend management, credit policy, reconciliation workflows, and financial reporting automation.
Build multi-threaded relationships across functional areas (Finance, Procurement, AP, IT, and Security) to increase platform stickiness and customer engagement.
Lead business reviews and financial health checks that drive executive alignment and showcase ROI.
Proactively identify and mitigate churn risks through data analysis, usage insights, and issue resolution.
Partner cross-functionally with Sales, Product, Credit, Risk, and Operations teams to deliver a seamless customer experience and advocate for product improvements.
Consistently meet or exceed quarterly key performance metrics, including customer engagement and GMV targets.