Enterprise Customer Success Manager

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

This role is for an Enterprise Customer Success Manager at Brex, a fintech company. The primary focus is on advising large customers on how to maximize the value of Brex's financial solutions, driving adoption, retention, and growth. It involves developing account strategies, building relationships, and acting as a liaison between customers and internal teams like Product and Sales. The role requires experience in customer-facing roles, accounting workflows, and managing enterprise accounts, with a strong finance-first mindset.

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

  • 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.
  • 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 into strategic recommendations that drive tangible customer outcomes.
  • Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs.
  • Bachelor's degree required; finance, business, or related fields preferred.

Nice to have

  • You love solving complex business problems with innovative financial solutions.
  • You think in systems, not silos and understand the bigger picture of customer value.
  • You are energized by being proactive, not reactive, in helping customers succeed.
  • You want to be a thought leader and internal resource for enterprise strategy across the CS org.

What the JD emphasized

  • partnering with CFOs, Controllers, and finance ops teams
  • unlock the full value of Brex’s solutions
  • drive product adoption, minimize churn, and grow account value
  • guidance on best practices across spend management, credit policy, reconciliation workflows, and financial reporting automation
  • synthesize product usage data into strategic recommendations
  • drive tangible customer outcomes