Implementation Consultant, Commercial

The role

The Implementation Consultant supports small to mid-sized customers through their onboarding journey. You will help customers get up and running on Brex through guidance and structured support.

What you will do

• Organize and facilitate customer meetings by managing agendas, capturing notes, tracking action items, and setting clear expectations.
• Support customers in understanding business needs and configuring Brex with guidance.
• Manage straightforward stakeholder communication and assist with timelines and deliverables.
• Assist with spend migrations and support end user adoption during deployment.
• Introduce integration concepts to customers and provide guides for connecting Brex with external systems.
• Coordinate handoffs between AE/CSE and CSM with basic documentation.
• Deliver standard change management templates and lead training sessions with supervision as needed.
• Collaborate within the Implementation team and contribute feedback on the client experience.

Required qualifications

• 4+ years of experience in a customer-facing role, ideally within a SaaS organization or a consulting firm that delivers SaaS services.
• Some exposure to project coordination or structured implementation work.
• Strong communication skills, both with customers and internal stakeholders.
• Comfort working across technical and non-technical workstreams with guidance.
• Organized and detail-oriented, with a strong sense of urgency in driving tasks to completion.
• Collaborative mindset with the ability to work cross-functionally to resolve issues.

Nice to have

• Experience in Financial, Expense Management, or ERP software.
• Familiarity with General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, Travel, Procurement, or Corporate Card programs.

Benefits

• Up to four weeks per year of fully remote work

About the company

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. It combines global corporate cards and banking with intuitive spend management, bill pay, and travel software.