Mid-Market Customer Success Manager
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.
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.
Mid-Market Customer Success Manager
Own a book of mid-market accounts at Brex, driving adoption, retention, and expansion by advising finance teams on spend management and financial workflows. Requires 4+ years in customer-facing roles at high-growth startups and fluency in fintech/finance systems.
Mid-Market Customer Success Manager
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 tools.
Mid-Market Customer Success Manager
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 financial technology.
Customer Marketing Manager
Design and scale customer marketing programs that drive acquisition, retention, and expansion. Build customer reference programs, develop case studies and content, and manage customer proof points for sales and marketing use.