Sales Account Manager I

BrexNew York City, NY
7dHybrid

About The Position

Sales Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team. What You’ll Do We are seeking a results-driven Account Manager to serve as the strategic partner for our high-potential Growth customers. In this hybrid role, you will bridge the gap between relationship management and revenue generation. You will own a book of ~120-150 customers and be responsible for retaining their revenue, driving full platform adoption, and identifying opportunities to expand their Brex usage. You will be tasked with understanding their financial workflows—accounting processes to stakeholder dynamics—and translating those insights into measurable business value. Where You’ll Work This role will be based in our New York office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Requirements

  • 2+ years of experience in customer-facing roles managing a book of business, owning account health, executive relationships, renewals, and expansion strategy
  • 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
  • Experience and comfort interacting with a high volume of customers at different stages of the customer lifecycle
  • Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams
  • Ability to analyze product usage data and detect important insights and trends.
  • Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs
  • Coachability and grit, with an interest in growing your sales career
  • Bachelor's degree; finance, business, or related fields

Nice To Haves

  • You understand the bigger picture of customer value
  • Experience in this or a similar role within a rapidly expanding start-up
  • You are energized by building relationships across a wide range of levels and roles
  • Experience in the credit card management space, including understanding limits, rewards, and underwriting
  • Background in corporate accounting or financial systems
  • Familiar with sales tools like Gong, Salesforce, and others
  • Series 7 license

Responsibilities

  • Serve as the primary point of contact for a book of customers, ensuring Brex is an essential part of how our customers operate
  • Drive revenue by proactively identifying expansion opportunities and tying Brex’s value to measurable business results - including running structured discovery calls, creating commercial proposals, and negotiating pricing terms
  • Deeply understand each customer’s workflows, accounting processes, and financial priorities to uncover pain points and steer stakeholder dynamics to influence full adoption
  • Build relationships across multiple levels of stakeholders (from controller up to CFO) across the finance team, tailoring your communication and value framing to each audience and flagging risks or opportunities early with a recommended plan of action
  • Work cross-functionally with Risk, Underwriting, Legal, and Deal Desk to ensure we are balancing customer needs with revenue impact
  • Bring operational excellence through strong documentation, proactive communication, and project management. Keep customers and internal teams aligned on progress, blockers, and next steps via forecasting, CRM hygiene, activity tracking, and deal qualification.
  • Lead quarterly business reviews to translate insights and data into recommendations that help customers maximize their ROI from Brex
  • Advocate for customers internally by surfacing themes and insights that influence product direction and improve customer experience
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