# Mid-Market Customer Success Manager

**Company:** [Brex](https://hotfix.jobs/companies/brex)
**Location:** Salt Lake City, UT
**Role:** Customer Success
**Salary:** $118k – $147k/yr
**Experience:** 4+ years
**Skills:** Customer Success, Account Management, Spend Management, ERP Systems, Ap Automation, Financial Reporting, Data Analysis, Cross-Functional Collaboration, Executive Relationship Management, Churn Prevention
**Posted:** 2026-06-08

> Own a book of mid-market accounts as a trusted advisor, driving adoption, retention, and expansion of Brex's spend management platform with finance teams. Requires 4+ years in customer-facing roles at high-growth startups and fluency in fintech/finance systems.

## Job Description

## Responsibilities
- Develop a deep expertise in Brex products to actively show customers how to become "power users" of the platform.
- Proactively manage an assigned book of accounts to drive customer adoption, value realization, and account growth.
- Act as a trusted advisor to finance stakeholders by providing guidance on best practices across spend management, credit policy, reconciliation workflows, and financial reporting automation.
- Build multi-threaded relationships across functional areas (Finance, Procurement, AP, IT, and Security) to increase platform stickiness and customer engagement.
- Lead business reviews and financial health checks that drive executive alignment and showcase ROI.
- Proactively identify and mitigate churn risks through data analysis, usage insights, and issue resolution.
- Partner cross-functionally with Sales, Product, Credit, Risk, and Operations teams to deliver a seamless customer experience and advocate for product improvements.
- Consistently meet or exceed quarterly key performance metrics, including customer engagement and GMV targets.

## Requirements
- 4+ years of experience in customer-facing roles managing a book of business, owning account health, executive relationships, and expansion strategy at a high-growth start-up.
- Deep fluency in the language of modern finance, demonstrated through hands-on experience with the ecosystem of financial technology - including ERPs, spend management platforms, or AP automation tools. Backgrounds in corporate accounting or financial systems are a significant asset.
- Experience and comfort with interacting with a high volume of customers at different stages of the customer lifecycle.
- Passionate about working with customers to ensure they achieve their goals.
- Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams.
- Ability to synthesize product usage data and identify key insights and trends.
- Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs.
- Bachelor's degree required; finance, business, or related fields preferred.

## Bonus Points
- 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.

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