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PreSales Collective · 3 hours ago

Enterprise Implementation Consultant, Financial Saas

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

$146K/yr - $182K/yr

4+ years exp

Brex is an AI-powered spend platform that helps companies manage their finances effectively. The Enterprise Implementation Consultant will act as a strategic advisor to guide large customers through the successful launch of the Brex platform, focusing on product adoption and transformation of financial workflows.

Communities

Responsibilities

Lead and project manage end-to-end global enterprise implementations and launches. This includes scoping customer outcomes, creating project plans, mobilizing stakeholders, configuring and testing the platform, and overseeing accounting software integrations

Serve as a strategic consultant by working closely with customers to discover their business needs, leading design workshops, and coaching them on how to best use Brex to solve their challenges

Drive customer success and adoption by developing strategies to ramp up spending activity, and providing global change management planning to guide clients on their communication approach, training materials, and execution

Manage and cultivate customer relationships by building multi-threaded connections from senior leaders to day-to-day stakeholders, managing expectations, and working diligently to provide solutions to any challenges

Act as a key cross-functional partner within the Brex account team, collaborating with Sales, Customer Success, and Partnerships to deliver a smooth customer experience and align on partner-led solutions

Influence product development by adapting quickly to product changes, communicating them strategically to stakeholders, and providing a key voice into future iterations of the product roadmap

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

Qualification

Customer EngagementSaaS ImplementationProject ManagementTravel & Expense ExpertiseCommunication SkillsChange ManagementCustomer-Centric ProcessesTechnical ExpertiseProblem-Solving SkillsCross-Functional Collaboration

Required

4+ years in customer-facing SaaS or consulting roles, including hands-on global project management or consulting work supporting complex, enterprise-level organizations

Deep expertise in the Travel & Expense (T&E) industry is preferred, with at least 3+ years of hands-on domain experience. Preference for experience implementing T&E SaaS solutions

A knack for leading complex customer engagements, with the ability to comfortably manage both technical and non-technical workstreams

Exceptional communication and problem-solving skills, with a demonstrated ability to resolve issues cross-functionally and deliver creative, customized solutions for a variety of customers

A proven track record of building customer-centric processes and a strong sense of urgency to drive projects to completion while achieving desired business outcomes

Preferred

Hands-on implementation experience with Financial, Expense Management, or ERP software

Additional domain expertise in any of the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Procurement, or Corporate Card Program Management