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Implementation Consultant III - Financial Saas

CA$128.8k - CA$161k/yr

Vancouver, BC, Canada

Implementation Consultant III - Financial Saas

$145.5k - $181.9k/yr

San Francisco, CA, USA

Implementation Consultant III - Financial Saas

$145.5k - $181.9k/yr

New York, NY, USA

Implementation Consultant III - Financial Saas

$128.8k - $161k/yr

Salt Lake City, UT, USA

Full-Time

Implementation Consultant III

Financial Saas

Confirmed live in the last 24 hours

Brex

Brex

1,001-5,000 employees

Financial services for startups and businesses

Compensation Overview

CA$128.8k - CA$161k/yr

+ Equity + Other forms of compensation

Senior, Expert

Company Historically Provides H1B Sponsorship

Vancouver, BC, Canada

Employees must work in the office at least two days per week on Wednesday and Thursday. Remote work is allowed for up to four weeks per year.

Category
Financial Consulting
Consulting
Connection
Connection
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Requirements
  • 8+ years of relevant work experience in a customer-facing role, preferably within a SaaS organization or consulting firm that delivers SaaS services
  • 5+ years of global project management or consulting experience
  • 5+ years domain expertise in any of the following areas: Accounts Payable, Accounts Receivable, Billing, Expense Management, Corporate Travel, Procurement, and Corporate Card Program
  • 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.
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 a critical role in scoping, consulting, implementing, and achieving customer outcomes with the Brex platform
  • Partner with customers & project manage global enterprise implementations and launches including confirming the global rollout plan, project plan, mobilizing stakeholders, and tracking activities through implementation
  • Lead consultative design workshops leveraging prior spend data to provide best-practice solutions
  • Develop strategies and tactics to ramp up spending activity mid-implementation
  • Configure, test, and validate the site 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 and implement the proper solution
  • Manage the customer relationship and expectations, working diligently to provide solutions to any challenges
  • Build a multi-threaded relationship with the customer including senior leaders through to operational or day-to-day stakeholders
  • 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 key voice into future iterations of the product roadmap
  • Build and execute a prioritization strategy for managing multiple high-touch customer relationships
  • Collaborate with internal business development and partnerships teams to further align on partner-led solutions to support enterprise customer needs
  • Provide global change management planning to clients including guiding execution of their change management approach. Guide clients on their communication approach, training materials, and training execution.
Desired Qualifications
  • Implementation experience in Financial, Expense Management, or ERP Software space

Brex provides financial services designed for startups, small to medium-sized businesses, and larger enterprises. Their main products include corporate credit cards, cash management accounts, and expense management tools. Brex's corporate credit cards offer higher credit limits without requiring personal guarantees, making them appealing to startups that may lack extensive credit histories. The services are integrated with other business tools, allowing clients to manage expenses, track spending, and optimize cash flow efficiently. Unlike traditional banks, Brex focuses on a tech-savvy approach to finance, which helps them stand out in the financial services market. The company generates revenue through interchange fees from card transactions and interest from cash management accounts. Brex aims to simplify financial management for businesses, particularly those in the startup phase.

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$1.7B

Headquarters

San Francisco, California

Founded

2017

Simplify Jobs

Simplify's Take

What believers are saying

  • Brex's enterprise business grew revenue 80% with high net revenue retention.
  • Brex secured a $235 million credit facility to accelerate card product growth.
  • Brex's revamped partnership program enhances collaboration with accounting firms.

What critics are saying

  • Increased competition from AI-powered accounting platforms like Puzzle.
  • Neobanks targeting SMBs with digital-only offerings pose a threat to Brex.
  • Growing fintech ad spending could increase Brex's marketing costs.

What makes Brex unique

  • Brex offers corporate credit cards with high limits and no personal guarantees.
  • Brex integrates financial services seamlessly into existing business software applications.
  • Brex focuses on startups and growing companies, unlike traditional banks.

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Benefits

Self-care. Health, dental, and vision; One Medical; Spring Health mental wellbeing; Calm membership.

Money. Competitive compensation with a biannual merit cycle, equity, 401(k) plan, and more.

Rest. Unlimited PTO if full-time, paid holidays, company weeks off, and parental leave.

Freedom. Remote-first, team and company offsites, monthly stipend, and one-time office setup budget.

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

-2%

2 year growth

0%
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Alongside the product debut, Warrant has raised $720,000 in pre-seed funding from Brickyard, Capitalize VC, Triangle Tweener Fund, Vast Ventures, and a network of strategic angels, including executives from Brex, Slope, and current regulators.

My Eco Cards
Apr 3rd, 2025
Brex Raises $57M for Startup Credit Card

Brex, a fintech company, has launched a new corporate credit card for startups, following a $57 million Series B funding round. Investors include PayPal co-founders Max Levchin and Peter Thiel, and Facebook’s Yuri Milner. The card offers instant approval, high credit limits, and no personal guarantees, addressing challenges startups face with traditional credit models. Brex evaluates factors like investors and cash balance instead of credit history. The first five cards are free; additional cards cost $5 monthly.

Daily Company News
Mar 3rd, 2025
Quanta Secures $4.7M To Make AI Accounting The New Industry Standard

Quanta integrates with fintech platforms such as Brex, Mercury, and Stripe, pulling data directly from these systems to automate bookkeeping.

PR Newswire
Feb 24th, 2025
Brex Grows Enterprise Business 80% As Anthropic, Arm, Robinhood, Servicetitan, Sonos, Wiz, And More Select Brex As Their Modern Spend Platform

SAN FRANCISCO, Feb. 24, 2025 /PRNewswire/ -- Brex, the modern spend platform for growing businesses from startups to enterprises, today announced its enterprise business grew revenue 80%, while net revenue retention was nearly 140% YoY. This past year, Brex's overall revenue growth grew threefold with net revenue retention up 15 points.Brex now serves over 150 public companies and global industry leaders such as Anthropic, Arm (NASDAQ: ARM), Robinhood (NASDAQ: HOOD), ServiceTitan (NASDAQ: TTAN), Sonos (NASDAQ: SONO) and Wiz. In total, Brex's enterprise customers have an estimated market cap of more than $2.9T. The continued addition of blue-chip customers underscores the rapid growth in Brex's enterprise business over the past year, following triple-digit growth the year prior.As enterprise CFOs and finance leaders navigate an evolving business and economic landscape – facing inflation, potential tariffs, rising costs of capital and more – they've had to adapt how they manage spend and the platforms they use. Main priorities now include vendor consolidation, seamless global operations, accounting automation, and more granular spend controls

Tech in Asia
Feb 4th, 2025
In Startup Finance, Fintech Is In, But Banks Aren’T Out

If running a startup is like playing a video game, then “game over” happens when the company runs out of cash. Founders often focus on battling the big, visible monsters like the competition beast, the market-size dragon, or the marketing ghoul.But too often, they miss the silent killer: financial mismanagement. According to recent studies, 16% of startups fail due to cash flow problems and other financial management issues.So, how can a founder bring order to the chaos of spending and scaling? One way, I argue, is by leveraging the financial services that fintech platforms offer.Where traditional banks fall shortFor some startup founders, traditional banks can be rigid and don’t always fulfill their needs. Critics cite lengthy onboarding processes, clunky user interfaces, and manual workflows as downsides.I believe for startups, this is more than just frustrating – it’s a growth killer. Instead of focusing on scaling their business, founders are stuck dealing with slow processes and outdated systems.See also: Indonesia’s banks are taking over BNPL. Can fintech firms survive?Fintech platforms like Aspire, Airwallex, and Brex, which provide financial tools for startups, could be one solution