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Full-Time

Customer Success Manager II

Remote

Posted on 3/5/2024

Brex

Brex

1,001-5,000 employees

Unified spend platform for corporate management

Data & Analytics
Consulting
Fintech
Financial Services

Mid, Senior

Canada

Category
Customer Experience
Customer Success & Support
Customer Success Management
Sales & 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

Brex offers a unified spend platform encompassing global corporate cards, expense management, travel booking, and bill pay, all powered by AI technology. The platform enables companies to automate compliance, manage multi-currency spend, and streamline accounts payable processes, providing a seamless and efficient solution for businesses of all sizes.

Company Stage

Series D

Total Funding

$1.5B

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

-14%

1 year growth

-6%

2 year growth

-2%

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.

INACTIVE