Client Development Representative
Own engagement and expansion opportunities across an assigned portfolio of existing customers through high-volume outreach, consultative discovery, and commercial negotiations. The role requires at least 2 years of customer-facing experience, strong communication, and a bachelor’s degree.
About the job
Responsibilities
- Drive daily customer outreach across email, phone, and social channels to generate qualified expansion pipeline.
- Serve as the primary point of contact for an assigned customer portfolio and help customers gain more value from Brex.
- Identify and advance expansion opportunities by connecting solutions to measurable business outcomes.
- Lead structured discovery calls; develop commercial proposals and negotiate rewards, pricing, and other deal terms.
- Understand customer workflows, accounting processes, and financial priorities to uncover pain points and drive adoption.
- Build relationships with finance stakeholders, including Controllers and CFOs; tailor value messaging, surface risks, and recommend action plans.
- Partner with Underwriting, Deal Desk, and internal account teams to balance customer needs with commercial impact.
- Maintain forecasting, CRM hygiene, activity tracking, opportunity qualification, and stakeholder communication.
- Share recurring customer feedback and insights internally to improve the product and customer experience.
Requirements
- 2+ years of customer-facing experience in sales, hospitality, customer service, or a related field.
- Experience in a general sales role or demonstrated interest in building a sales career.
- Strong urgency and adaptability in live customer conversations.
- Excellent written and verbal communication skills.
- Ability to collaborate cross-functionally and influence internal partners based on customer needs.
- Coachability, resilience, and a growth mindset.
- Bachelor’s degree in finance, business, or a related field.
Nice-to-haves
- Experience managing a book of business, account health, executive relationships, renewals, expansions, or new-business acquisition.
- Familiarity with finance workflows, ERPs, spend-management platforms, or AP automation tools.
- Experience in fintech, payments, corporate accounting, financial systems, or credit-card management.
- Knowledge of credit limits, rewards, and underwriting.
- Experience in a high-growth startup environment.
- Comfort building relationships across seniority levels and functions.
- Familiarity with Salesforce and Gong.
- Experience building creative processes, using AI to improve efficiency, or finding resourceful ways to deliver results.
Compensation
- Expected OTE range: $82,535–$92,852 USD.
- OTE includes base compensation and commissions, which may or may not be earned depending on performance.
- As an hourly employee, overtime is paid when applicable.
- Equity and other forms of compensation may be provided depending on the position offered.
Skills
Salesforce, Gong, CRM, Customer Outreach, Consultative Selling, Discovery Calls, Commercial Negotiation, Pipeline Management, Forecasting, Underwriting, ERP, Ap Automation, Fintech, AI
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