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 providing an AI-native intelligent finance platform. The role focuses on partnering with large customers to ensure they maximize the value of Brex's solutions, driving adoption, retention, and growth. It involves acting as a financial technology advisor, developing account strategies, managing the customer lifecycle, and collaborating cross-functionally.

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 Success Management
  • Account Management
  • Financial Technology
  • Spend Management
  • ERP Systems
  • Enterprise Account Management
  • Business Acumen
  • Finance
  • Cross-functional Collaboration

Nice to have

  • Systems Thinking
  • Proactive Problem Solving
  • Thought Leadership

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.
  • Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams.