Implementation Consultant I, Commercial

Responsibilities

• Organize and facilitate customer meetings by managing agendas, capturing notes, tracking action items, and setting clear expectations throughout the implementation lifecycle.
• Support customers in understanding their business needs and configuring Brex to address them, translating basic requirements into product configurations with guidance.
• Manage straightforward stakeholder communication and assist with timelines and deliverables to keep implementations on track.
• Assist with spend migrations and support end user adoption during deployment, helping customers feel confident and prepared for go-live.
• Introduce integration concepts to customers, provide relevant guides for connecting Brex with external systems, and engage Technical Consultants for more complex integration or troubleshooting needs.
• Coordinate handoffs between AE/CSE and CSM, providing basic documentation to ensure continuity of the client relationship.
• Deliver standard change management templates to customers in preparation for go-live, and lead training sessions with supervision as needed.
• Collaborate within the Implementation team and contribute feedback on the client experience when asked, supporting process improvements over time.

Requirements

• 2+ 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-Haves

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

Compensation

The expected salary range for this role is $91,304 - $114,130 USD. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.