About the Role
As an Enterprise Customer Success Manager, you will serve as a financial technology advisor to Brex’s largest customers. You will partner with CFOs, Controllers, and finance ops teams to ensure they unlock the full value of Brex’s solutions. You’ll create and execute account strategies tailored to each customer’s business goals, delivering high-impact outcomes across their financial stack. You will own the full lifecycle of success, from onboarding to renewal by leveraging product usage insights, stakeholder engagement, and cross-functional collaboration to drive product adoption, minimize churn, and grow account value.
Responsibilities
- Develop and own strategic account plans to drive retention, expansion, and adoption across your portfolio of enterprise customers.
- 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.
- Own key metrics for your accounts: GMV growth, product adoption, credit utilization, and customer health scores.
Requirements
- 4+ years in a customer-facing role owning account health, executive relationships, or expansion strategy.
- Direct experience with core accounting workflows, such as invoice processing, T&E tracking, budgeting, accounts payable, ERP systems (e.g., NetSuite, QuickBooks), or spend management tools.
- Experience managing complex, global enterprise accounts (10,000+ employees), with the ability to navigate nuanced org structures and build durable partnerships.
- 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 into strategic recommendations that drive tangible customer outcomes.
- Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs.
- Bachelor's degree required; finance, business, or related fields preferred.
Skills
- Financial technology advisory
- Account strategy development
- Customer onboarding
- Customer retention
- Customer expansion
- Product adoption
- Churn minimization
- Account value growth
- Spend management best practices
- Credit policy guidance
- Reconciliation workflow optimization
- Financial reporting automation
- Relationship building
- Platform engagement
- Business review leadership
- Financial health assessment
- ROI demonstration
- Churn risk mitigation
- Data analysis
- Usage insights interpretation
- Issue resolution
- Cross-functional collaboration
- Product improvement advocacy
- GMV growth management
- Product adoption tracking
- Credit utilization monitoring
- Customer health score management
- ERP systems knowledge
- Spend management tools expertise
- Global enterprise account management
- Complex organizational navigation
- Durable partnership building
- Business acumen
- Finance-first mindset
- CFO communication
- Controller communication
- FP&A team communication
- Product usage data synthesis
- Strategic recommendation development
- Tangible customer outcome driving
- Internal roadmap influencing
Location
- San Francisco
Work Type
- Hybrid
- Remote
Experience Level
- 4+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $132,888 - $166,110 USD OTE
Benefits
- Equity
- Other forms of compensation
About the Company
- 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 big you can dream.
- We make this a reality by empowering you with the tools, resources, and support you need to grow your career.
- 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.
Equal Opportunity
- We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream.
