Mid-Market Customer Success Manager
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
Brex is seeking a Mid-Market Customer Success Manager to own a book of business, working with finance teams to ensure they unlock the full value of Brex's solutions. The role involves developing deep product expertise, driving adoption, minimizing churn, and growing account value.
Key Skills for This Role
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.
- Experience and comfort with 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 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.
Full Job Posting
Why join us
- Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets.
- By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real time visibility, and control spend effortlessly.
- Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.
Sales at Brex
- The Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line.
- We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers.
What You’ll Do
- As a Mid Market Customer Success Manager II, you will own a book of business comprised of our growing customer base, working day to day with Finance teams from CFOs to Accounting Managers to ensure they unlock the full value of Brex’s solutions.
- You will develop a deep proficiency in all aspects of Brex products and work cross functionally with internal teams, including Implementation, Solutions, and Product.
- You’ll create and execute account strategies for customers’ business goals 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 Vancouver 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.
- We currently 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
- 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
- You are 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
Compensation
- The expected OTE range for this role is CAD 117,600 to CAD 147,000.
- 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.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Brex
Payment Operations Analyst
Vancouver, CAN
Brex is seeking a Payment Operations Analyst to join the Disputes team, responsible for supporting day-to-day queues and becoming a subject matter expert in chargebacks and transaction fraud. The role involves handling c
Enterprise Customer Success Manager
Vancouver, CAN
Brex is looking for an Enterprise Customer Success Manager to serve as a financial technology advisor to its largest customers. You will own the full lifecycle of success from onboarding to renewal, driving product adopt
Engineering Manager, Onboarding
Vancouver, CAN
Brex seeks an Engineering Manager to lead the Onboarding team, building systems and product experiences for customer activation. The role involves strategic thinking, technical leadership, and cross-functional collaborat
Staff Product Manager, Growth
Vancouver, CAN
Brex is seeking a Staff Product Manager, Growth to drive GTM productivity through AI-powered infrastructure and applications. You will own critical GTM metrics, lead 0→1 initiatives, and partner cross-functionally to bui
Staff Product Manager
Vancouver, CAN
Brex seeks a Staff Product Manager to define multi-quarter product strategy within a critical domain. You will lead complex cross-functional initiatives, develop deep domain expertise, and influence senior leaders. Requi
Brex Rotational Program
Vancouver, CAN
Brex is offering an 18-20 month rotational program for recent graduates to gain experience across G&A teams including risk management, finance, automation, and data analysis. Participants will work on core projects lever
Group Product Manager
Vancouver, CAN
Brex is hiring a Group Product Manager to own a core product area, set multi-quarter vision, and lead a team of PMs. You will drive strategy, incorporate AI/ML capabilities, and deliver measurable business outcomes. Idea
BizOps Senior Manager (Technical)
Vancouver, CAN
Brex is hiring a BizOps Senior Manager to lead a team of technical operators building systems, automation, and AI-powered tooling for Operations. This role sits at the center of Risk, Compliance, Payment Operations, and
Payment Operations Analyst
Vancouver, CAN
Enterprise Customer Success Manager
Vancouver, CAN
Engineering Manager, Onboarding
Vancouver, CAN
Staff Product Manager, Growth
Vancouver, CAN
Staff Product Manager
Vancouver, CAN
Brex Rotational Program
Vancouver, CAN
Group Product Manager
Vancouver, CAN
BizOps Senior Manager (Technical)
Vancouver, CAN