Account Manager

About the role

Brex provides an intelligent finance platform that helps companies manage global corporate cards, banking, and spend management. As an Account Manager, you will act as a strategic partner to high-potential growth customers, managing a portfolio of 120 to 150 accounts to drive platform adoption and revenue expansion.

Key facts

What you'll do

• Act as the main contact for your assigned book of business to ensure the platform remains central to their operations.
• Identify expansion opportunities through discovery calls, commercial proposals, and pricing negotiations.
• Analyze customer financial workflows and accounting processes to solve pain points and increase platform usage.
• Engage with stakeholders ranging from controllers to CFOs to manage relationships and mitigate risks.
• Coordinate with Risk, Underwriting, Legal, and Deal Desk teams to balance customer requirements with revenue goals.
• Maintain operational standards through CRM management, forecasting, and project tracking.
• Conduct quarterly business reviews to demonstrate ROI and provide strategic recommendations.
• Communicate customer feedback internally to help shape product development.

Requirements

• 2+ years of experience in customer-facing roles managing account health, renewals, and expansion.
• Practical knowledge of financial technology, including ERPs, AP automation, or spend management tools.
• Experience managing a high volume of accounts across various lifecycle stages.
• Strong financial literacy with the ability to converse with FP&A teams, controllers, and CFOs.
• Proficiency in analyzing product usage data to identify trends.
• Proven ability to collaborate cross-functionally and influence internal roadmaps.
• Bachelor degree in business, finance, or a related field.
• High level of coachability and professional grit.

Nice to have

• Experience in a fast-growing startup environment.
• Background in corporate accounting or financial systems.
• Familiarity with the credit card management space, including underwriting, rewards, and limits.
• Proficiency with tools such as Salesforce and Gong.
• Possession of a Series 7 license.

Skills & tools

• Salesforce
• Gong
• ERP systems
• Spend management software
• AP automation tools

Practical notes

• Employees are eligible for up to four weeks of remote work per year, taken in one-week increments.
• Total compensation may include equity in addition to the OTE range.
• Official communication from Brex recruiters will only originate from a brex.com email domain.