Customer Success Manager, Brex

$99.4-124.3k

OTE

Salesforce
Junior and Mid level
New York

More information about location

2 days a week in office

Brex

All-in-one finance for business

Open for applications

Brex

All-in-one finance for business

1001+ employees

FintechB2BPaymentsFinancial ServicesSaaS

Open for applications

$99.4-124.3k

OTE

Salesforce
Junior and Mid level
New York

More information about location

2 days a week in office

1001+ employees

FintechB2BPaymentsFinancial ServicesSaaS

Company mission

To empower employees anywhere to make better financial decisions.

Role

Who you are

  • 2+ years experience in customer-facing, lifecycle roles
  • 1+ years of experience as a Customer Success Manager or Account Manager, managing a high volume of customer relationships
  • Experience and comfort interacting with a high volume of customers at different stages of the customer lifecycle
  • You are passionate about working with customers to ensure they achieve their goals
  • You’re a creative self-starter who understands customers, their use cases, and how to be a trusted partner
  • You see yourself as a relationship and business builder–and have a proven track record of doing this with external and internal parties at Brex or in other roles
  • You’re comfortable presenting new ideas and challenging the status quo in a fast-moving, high-growth environment
  • Bachelor’s or undergraduate degree

Desirable

  • Experience working in payments, credit card services, credit underwriting, or embedded finance
  • Experience with SaaS metrics (e.g. NRR, GRR, product adoption, and retention)
  • Experience using CRM and Customer Success platforms (e.g. Salesforce, Vitally or similar tools) to track customer interactions and account health

What the job involves

  • The Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line
  • We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers
  • Our winning culture recognizes big team wins and celebrates individual accomplishments
  • We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team
  • The Customer Success team is responsible for ensuring all of our customers meet their desired outcomes with Brex’s suite of financial services and software
  • As a Customer Success Manager I, you will play a crucial role in helping customers succeed and set the foundation for a long-term partnership with Brex
  • You’ll leverage technology and processes to support and consult our customers at scale
  • You will ensure their experience with Brex is seamless - this includes developing strategies to grow and retain their business, responding to their requests, and proactively reaching out as needed to ensure they are getting all of their needs met with Brex
  • This role will support a book of Growth customers to ensure they achieve their business goals with Brex
  • You’ll work closely with our cross-functional teams at Brex (Client Sales, Operations, Product, and Implementation) to ensure your customers' experience is seamless
  • Independently develop and execute strategies to retain and grow Brex Customers
  • Maintain complete knowledge of your customers’ status and needs
  • Proactively analyze customer data and health scores to identify and mitigate potential churn risk
  • Monitor the account through cases, product usage dashboards, account health triggers, and other ongoing, customized alerts
  • Always ensure customers have a sufficient credit limit
  • Reach out to the customer proactively for certain predefined criteria
  • Advocate for the customer when needed across EPD teams
  • Own product adoption, retention, and growth metrics for your named accounts

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Insights

Top investors

3% employee growth in 12 months

Company

Company benefits

  • Company equity
  • Parental leave
  • Health, dental & vision insurance
  • Generous PTO if full-time + paid holidays
  • Company-wide weeks off
  • Remote-first team
  • Company offsites
  • Monthly remote stipend
  • One-time office setup budget

Funding (last 2 of 8 rounds)

Oct 2021

$300m

SERIES D

Apr 2021

$425m

SERIES D

Total funding: $1.1bn

Our take

Brex started its life focused on providing credit cards aimed mainly at startups and SMBs, but has gradually evolved its model with the aim of serving as a one-stop finance shop for companies. With 1,000s of software integrations, Brex is the largest modern corporate card platform, helping businesses scale and fuel growth.

Brex has adapted to the changing market by expanding the size of the businesses it serves, now covering all companies from startups to enterprises. It's over 20,000 customers are based in 100+ countries, resulting in the company processing tens of billions of dollars in transactions.

The company has raised significant capital, most prominently a debt financing round of $260 million in 2024, and reached a valuation of $12.3 billion in 2022. With the landscape of companies clamoring to meet financial needs increasing by the day, Brex is well set to see continued growth.

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Freddie

Company Specialist at Welcome to the Jungle