Brex · 4 hours ago
Mid-Market Customer Success Manager
Brex is an AI-powered spend platform that helps companies manage their expenses effectively. The Mid-Market Customer Success Manager will be responsible for managing a portfolio of clients, ensuring they realize the full value of Brex's solutions while fostering strong relationships with finance stakeholders and driving product adoption.
BankingCredit CardsFinancial ServicesFinTech
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
Qualification
Required
3+ 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
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
Preferred
Backgrounds in corporate accounting or financial systems are a significant asset
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
Benefits
Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
Company
Brex
Brex is a financial service and technology company that provides business credit cards and cash management accounts.
H1B Sponsorship
Brex has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (53)
2022 (65)
2021 (70)
2020 (37)
Funding
Current Stage
Late StageTotal Funding
$1.7BKey Investors
CitiGreenoaks,TCVTiger Global Management
2026-01-22Acquired
2025-01-13Debt Financing· $235M
2023-07-25Series Unknown
Recent News
2026-02-03
2026-01-25
2026-01-25
Company data provided by crunchbase