Enterprise Customer Success Manager

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

This role is for an Enterprise Customer Success Manager at Brex, an AI-native finance platform. The primary focus is on managing and growing relationships with Brex's largest customers, acting as a financial technology advisor to help them maximize the value of Brex's solutions. Responsibilities include developing account strategies, driving product adoption, minimizing churn, and growing account value through onboarding, renewal, and cross-functional collaboration. 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

  • Customer Success Management
  • Account Management
  • Financial Technology
  • Spend Management
  • Accounting Workflows
  • 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.
  • 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.