Mid-Market Customer Success Manager
About The Position
As a Mid-Market Customer Success Manager II, you will manage a book of growing customers and work with finance teams, from CFOs to Accounting Managers, to help them realize the value of Brex’s solutions. You will build deep expertise in Brex products and collaborate with internal teams such as Implementation, Solutions, and Product. You will create and execute account strategies aligned to customer business goals, using product usage insights, stakeholder engagement, and cross-functional collaboration to drive adoption, reduce churn, and grow account value. The role is based in Brex’s San Francisco office in a hybrid environment. Employees are currently required to work in the office three days per week: Monday, Wednesday, and Thursday. The company also offers 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.
- Fluency in modern finance and hands-on experience with financial technology such as ERPs, spend management platforms, or accounts payable automation tools.
- Experience in corporate accounting or financial systems is a significant asset.
- Comfort interacting with a high volume of customers at different stages of the customer lifecycle.
- Passion for customer value realization 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 key insights and trends.
- Demonstrated success collaborating cross-functionally and influencing internal roadmaps based on customer needs.
- Bachelor’s degree required.
Nice To Haves
- Finance, business, or a related field of study.
- Ability to think in systems and understand the broader picture of customer value.
- Enthusiasm for building 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 in spend management, credit policy, reconciliation workflows, and financial reporting automation.
- Build relationships across Finance, Procurement, Accounts Payable, IT, and Security to increase platform engagement and stickiness.
- Lead business reviews and financial health checks that support executive alignment and demonstrate return on investment.
- Identify and mitigate churn risks through data analysis, usage insights, and issue resolution.
- Partner with Sales, Product, Credit, Risk, and Operations teams 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 arrangement.
- Up to four weeks per year of fully remote work.
- Equity and other forms of compensation may be provided, depending on the position offered.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
