Sales Account Manager I

Responsibilities

• Serve as the primary point of contact for a book of customers, ensuring Brex is an essential part of how our customers operate.
• Drive revenue by proactively identifying expansion opportunities and tying Brex’s value to measurable business results - including running structured discovery calls, creating commercial proposals, and negotiating pricing terms.
• Deeply understand each customer’s workflows, accounting processes, and financial priorities to uncover pain points and steer stakeholder dynamics to influence full adoption.
• Build relationships across multiple levels of stakeholders (from controller up to CFO) across the finance team, tailoring your communication and value framing to each audience and flagging risks or opportunities early with a recommended plan of action.
• Work cross-functionally with Risk, Underwriting, Legal, and Deal Desk to ensure we are balancing customer needs with revenue impact.
• Bring operational excellence through strong documentation, proactive communication, and project management. Keep customers and internal teams aligned on progress, blockers, and next steps via forecasting, CRM hygiene, activity tracking, and deal qualification.
• Lead quarterly business reviews to translate insights and data into recommendations that help customers maximize their ROI from Brex.
• Advocate for customers internally by surfacing themes and insights that influence product direction and improve customer experience.

Requirements

• 2+ years of experience in customer-facing roles managing a book of business, owning account health, executive relationships, renewals, and expansion strategy.
• 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.
• Experience and comfort interacting with a high volume of customers at different stages of the customer lifecycle.
• Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams.
• Ability to analyze product usage data and detect important insights and trends.
• Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs.
• Coachability and grit, with an interest in growing your sales career.
• Bachelor's degree; finance, business, or related fields.

Nice-to-Haves

• You understand the bigger picture of customer value.
• Experience in this or a similar role within a rapidly expanding start-up.
• You are energized by building relationships across a wide range of levels and roles.
• Experience in the credit card management space, including understanding limits, rewards, and underwriting.
• Background in corporate accounting or financial systems.
• Familiar with sales tools like Gong, Salesforce, and others.
• Series 7 license.