Mid-Market Customer Success Manager

The role

You will own a book of business and work with Finance teams to ensure they unlock the full value of Brex solutions. You will create and execute account strategies to drive product adoption, minimize churn, and grow account value.

What you will do

• Develop deep expertise in Brex products to show customers how to become power users.
• Proactively manage an assigned book of accounts to drive adoption, value realization, and growth.
• Act as a trusted advisor to finance stakeholders on best practices.
• Build multi-threaded relationships across functional areas.
• Lead business reviews and financial health checks.
• Identify and mitigate churn risks through data analysis and usage insights.
• Partner cross-functionally with Sales, Product, Credit, Risk, and Operations teams.
• Meet or exceed quarterly key performance metrics including customer engagement and GMV targets.

Required qualifications

• 4+ years of experience in customer-facing roles managing a book of business, account health, executive relationships, and expansion strategy at a high-growth start-up.
• Deep fluency in the language of modern finance with hands-on experience with financial technology including ERPs, spend management platforms, or AP automation tools.
• Experience and comfort with interacting with a high volume of customers at different stages of the customer lifecycle.
• Strong business acumen with a finance-first mindset.
• Ability to synthesize product usage data and identify key insights and trends.
• Demonstrated success in cross-functional collaboration and influencing internal roadmaps.
• Bachelor's degree required.

Nice to have

• Backgrounds in corporate accounting or financial systems are a significant asset.
• Finance, business, or related fields preferred.
• You think in systems, not silos, and understand the bigger picture of customer value.
• You are energized by developing relationships across a wide range of levels and roles.
• You have worked with an account team in managing a shared book of business.
• Professional bilingual fluency in English and Spanish.

Benefits

• Up to four weeks per year of fully remote work

About the company

Brex is an 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 spend management, bill pay, and travel software.