Mid-Market Customer Success Manager

Brex•Seattle, WA

4h•$132,000 - $165,000•Hybrid

About The Position

As a Mid-Market Customer Success Manager II, you will own a book of business made up of Brex’s growing customer base. You will work day to day with Finance teams, from CFOs to Accounting Managers, to help them realize the value of Brex’s solutions. The role requires deep expertise in Brex products and close collaboration with internal teams, including Implementation, Solutions, and Product. You will create and execute account strategies aligned with customers’ business goals, using product usage insights, stakeholder engagement, and cross-functional collaboration to drive adoption, minimize churn, and grow account value. This role is based in Brex’s San Francisco office in a hybrid environment. Employees are required to work in the office three days per week, currently 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 start-up.
Deep fluency in modern finance, demonstrated through hands-on experience with financial technology ecosystems, including ERPs, spend management platforms, or AP automation tools.
Experience and 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 comfort speaking with 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.

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 bigger 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 across spend management, credit policy, reconciliation workflows, and financial reporting automation.
Build relationships across Finance, Procurement, AP, IT, and Security to increase platform stickiness and customer engagement.
Lead business reviews and financial health checks to drive executive alignment and demonstrate ROI.
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 key performance metrics, including customer engagement and GMV targets.