Technical Consultant, Brex

• 2+ years of experience in a customer-facing role, with direct experience implementing or configuring accounting systems like QuickBooks Online, NetSuite, or Xero
• Functional expertise in key accounting and finance areas, including General Ledger, Accounts Payable, Expense Management, and HRIS
• Strong project management skills, with the ability to own deliverables, track timelines, and drive straightforward projects to successful completion
• Experience translating basic business requirements into product configurations and providing solutions that meet immediate customer needs
• Excellent communication skills, with a proven ability to explain technical concepts to non-technical stakeholders and manage customer expectations
• A collaborative approach to problem-solving, with experience working across teams to resolve issues and a demonstrated ability to recognize when to escalate for guidance

Desirable

• As a Technical Consultant, you'll take ownership of the integration implementation for our customers, guiding them from kickoff to go-live
• You will be responsible for translating a customer’s business requirements into an effective product configuration, solving challenges, and providing best practices related to Brex Integrations
• Ultimately, you'll ensure that customers are equipped with the necessary knowledge to feel confident with their integrations, setting them up for long-term success
• Own the successful integration of customer systems with Brex, managing the end-to-end implementation for systems like NetSuite, Sage Intacct, and QuickBooks to ensure a smooth and effective launch
• Act as the primary technical advisor for your customers, applying your knowledge of ERP architecture and business processes to guide them toward an optimal integration setup
• Lead project meetings and technical calls with customers, setting clear expectations, capturing detailed notes, and driving the project forward from kickoff to go-live
• Contribute to customer enablement by helping create and refine training materials and Help Center content, empowering users and helping to minimize future escalations
• Serve as the voice of the customer to our internal teams, translating their needs and feedback into actionable insights for our Product and Engineering partners
• Actively contribute to the Integration team's collective knowledge, sharing insights from your projects and collaborating with peers to solve challenges and enhance our internal processes