Strategic Customer Success Manager

Sales at Brex

Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What you’ll do

As a Strategic Customer Success Manager, you will serve as a financial technology advisor to Brex’s largest customers by partnering with CFOs, Controllers, and finance ops teams to ensure they unlock the full value of Brex’s solutions. You’ll create and execute on account strategies tailored to each customer’s business goals, delivering high-impact outcomes across their financial stack.

You will own the full lifecycle of success, from onboarding to renewal by leveraging product usage insights, stakeholder engagement, and cross-functional collaboration to drive product adoption, minimize churn, and grow account value.

Where you’ll work

This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

• Develop and own strategic account plans to drive retention, expansion, and adoption across your portfolio of enterprise customers.


• 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.


• Own key metrics for your accounts: GMV growth, product adoption, credit utilization, and customer health scores.

Requirements

• 5+ years as a Customer Success Manager, Strategic Account Manager, or a similar customer-facing role owning account health, executive relationships, and expansion strategy.


• 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 managing complex, global enterprise accounts (10,000+ employees), with the ability to navigate nuanced org structures and build durable partnerships.


• 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 into strategic recommendations that drive tangible customer outcomes.


• 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 love solving complex business problems with innovative financial solutions.


• You think in systems, not silos and understand the bigger picture of customer value.


• You are energized by being proactive, not reactive, in helping customers succeed.


• You want to be a thought leader and internal resource for enterprise strategy across the CS org.

Compensation

The expected OTE range for this role is $132,888 - $166,110 USD. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.