Implementation Consultant II

Implementation

Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It’s a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with ‘Brex for life’. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers.

What You’ll Do

The Implementation Consultant role advises and guides customers; ensuring they launch Brex successfully, driving wide adoption, and continually driving business value. Part coach, project manager, consultant, and product expert, our consultants are continually focused on helping our customers improve their financial workflows with Brex.

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. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

• Work closely with customers to discover their business needs and challenges and then coach them on the best ways to use Brex to solve them


• Play an important role in scoping, consulting, implementing, and achieving customer outcomes with the Brex platform


• Partner with customers & project manage implementations and launches including confirming the project plan, mobilizing stakeholders, and tracking activities through implementation


• Follow best practices to drive spending activity during implementation


• Configure, test, and validate the dashboard with the customer to ensure the product fits their needs and functions as intended


• Oversee the integration of the customer’s accounting software with the Brex platform or partner with Technical Consultants to scope the proper solution


• Manage the customer relationship and expectations, working diligently to provide solutions to any challenges


• Work cross-functionally as a member of the Brex account team to deliver a smooth customer experience, including knowledge sharing and keeping our Sales and Customer Success partners informed on customer engagements


• Adapt quickly to product changes and limitations, and communicate these strategically to stakeholders


• Develop familiarity with the product roadmap and provide a supporting voice into future iterations of the product roadmap


• Build and execute a prioritization strategy for managing multiple high-touch customer relationships


• Provide change management planning to clients including guiding execution of their change management approach. Guide clients on their communication approach, training materials, and training execution

Requirements

• 3+ years of relevant work experience in a customer-facing role, preferably within a SaaS organization or consulting firm that delivers SaaS services


• 2+ years of project management or consulting experience


• Experience building processes and programs that benefit customer outcomes


• Comfort-leading customer engagements that may contain both technical and non-technical work streams


• Excellent communication skills, both with customers and within an organization


• Demonstrated ability to provide customized solutions to a variety of customers


• Ability to resolve issues and risks in a cross-functional and collaborative way


• Strong sense of urgency in driving projects to completion while achieving the desired business outcomes

Bonus Points

• Implementation experience in Financial, Expense Management, or ERP Software space


• Domain expertise in any of the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, Travel, Procurement and Corporate Card Program

Compensation

The expected salary range for this role is $119,328 - $149,160 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.