Customer Success Manager II
Remote
Updated on 3/27/2024
Brex

1,001-5,000 employees

Credit cards & financial services for startups
Company Overview
The Brex mission is to reimagine financial systems so every growing company can realize their full potential. The company is building the financial OS to integrate the services and software startups need as they grow.
Data & Analytics
B2B

Company Stage

Series D

Total Funding

$1.5B

Founded

2017

Headquarters

San Francisco, California

Growth & Insights
Headcount

6 month growth

-8%

1 year growth

6%

2 year growth

20%
Locations
Canada
Experience Level
Entry
Junior
Mid
Senior
Expert
CategoriesNew
Customer Success & Support
Customer Experience
Sales & Account Management
Customer Success Management
Strategic Account Management
Requirements
  • 3+ years of experience in customer-facing roles
  • 1+ years of experience as a Customer Success Manager or Account Manager
  • Experience and comfort with interacting with a high volume of customers at different stages of the customer lifecycle
  • Experience working at a SaaS or Fintech organization
  • Passionate about working with customers to ensure they achieve their goals
  • Creative self-starter who understands customers, their use cases, and how to be a trusted partner
  • You see yourself as a relationship and business builder and have a proven track record of doing this with external and internal parties at Brex or in other roles
  • Comfortable presenting new ideas and challenging the status quo
  • Bachelor's or undergraduate degree
Responsibilities
  • Independently develop strategies to retain and grow Brex customers
  • Have complete knowledge of the status of customers
  • Proactively identify and mitigate risk
  • Monitor the account through cases, product usage dashboards, account health triggers, and other ongoing, customized alerts
  • Always ensure customers have a sufficient credit limit
  • Reach out to customers proactively for certain predefined criteria
  • Advocate for customers when needed across EPD teams
  • Own product adoption, retention, and growth metrics for your named accounts