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About the Role

As a Banking Relationship Manager, you will partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to generate net-new revenue by optimizing customer adoption of our business account suite of products. You will work closely with customers to upsell checking, treasury, and sweep products to increase total AUM for Brex, contributing to the company's overall growth.

Responsibilities

Work with existing card-only customers to upsell our business account suite of products (checking/treasury/sweep).
Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits to our customers.
Become a trusted account advisor by managing accounts and being strategic in both inbound and outbound sales.
Engage with businesses at all points of the sales cycle, including prospecting, product demonstrations, onboarding, and closing.
Develop strategic plans with cross-functional team members to drive product adoption, increase AUM, and boost company revenue.
Focus on self-development with daily training and enablement.
Work closely with Account Executives, Relationship Managers, Customer Success, and Client Sales to bring in referrals.

Requirements

3+ years of outbound sales experience in financial services, fintech, or with early-stage companies.
Excellent communication skills to drive conversations with Executive C-Suite decision makers.
Experience carrying quota and a proven track record of hitting and exceeding quotas.
B.A or B.S degree from a 4-year university.

Skills

Sales
Financial Services
Fintech
Communication
Account Management
Upselling
Prospecting
Product Demonstrations
Onboarding
Closing
Strategic Planning
Self-Development
Referral Generation
Gong
Salesforce
Outreach

Location

San Francisco

Work Type

Hybrid

Experience Level

3+ years

Education Level

B.A or B.S degree

Salary/Compensations

USD $132,888 - $166,110 OTE

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.