Enterprise Customer Success Manager

Brex Brex · Fintech · New York, NY +4 · Sales

This role is for an Enterprise Customer Success Manager at Brex, a financial technology company. The primary focus is on advising large customers on how to maximize the value of Brex's financial solutions, ensuring product adoption, retention, and account growth. The role involves developing account strategies, building relationships, leading business reviews, and mitigating churn risks. While Brex uses AI-native automation, this role is customer-facing and does not involve building or directly managing AI/ML models.

What you'd actually do

  1. Develop and own strategic account plans to drive retention, expansion, and adoption across your portfolio of enterprise customers.
  2. 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.
  3. Build multi-threaded relationships across functional areas (Finance, Procurement, AP, IT, and Security) to increase platform stickiness and customer engagement.
  4. Lead business reviews and financial health checks that drive executive alignment and showcase ROI.
  5. Proactively identify and mitigate churn risks through data analysis, usage insights, and issue resolution.

Skills

Required

  • customer-facing role owning account health, executive relationships, or expansion strategy
  • core accounting workflows
  • invoice processing
  • T&E tracking
  • budgeting
  • accounts payable
  • ERP systems (e.g., NetSuite, QuickBooks)
  • spend management tools
  • managing complex, global enterprise accounts
  • business acumen
  • finance-first mindset
  • synthesize product usage data into strategic recommendations
  • cross-functional collaboration
  • influencing internal roadmaps based on customer needs
  • Bachelor's degree

Nice to have

  • solving complex business problems with innovative financial solutions
  • think in systems, not silos
  • proactive
  • thought leader
  • internal resource for enterprise strategy across the CS org

What the JD emphasized

  • 4+ years in a customer-facing role owning account health, executive relationships, or expansion strategy.
  • Direct experience with core accounting workflows, such as invoice processing, T&E tracking, budgeting, accounts payable, ERP systems (e.g., NetSuite, QuickBooks), or spend management tools.
  • Experience managing complex, global enterprise accounts (10,000+ employees), with the ability to navigate nuanced org structures and build durable partnerships.