Enterprise Customer Success Manager

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

Brex is seeking an Enterprise Customer Success Manager to act as a financial technology advisor to their largest customers, ensuring they maximize the value of Brex's AI-native financial platform. The role involves developing account strategies, managing the customer lifecycle from onboarding to renewal, driving product adoption, minimizing churn, and growing account value. Responsibilities include strategic account planning, acting as a trusted advisor on spend management and financial workflows, building relationships, leading business reviews, mitigating churn risks, and collaborating with internal teams. The role requires 4+ years in a customer-facing role with experience in accounting workflows and managing enterprise accounts, a finance-first mindset, and the ability to synthesize product usage data into strategic recommendations.

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. Partner cross-functionally with Sales, Product, Credit, Risk, and Operations teams to deliver a seamless customer experience and advocate for product improvements.

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

  • financial technology advisor
  • unlock the full value of Brex’s solutions
  • drive product adoption
  • minimize churn
  • grow account value
  • spend management
  • credit policy
  • reconciliation workflows
  • financial reporting automation
  • platform stickiness
  • customer engagement
  • financial health checks
  • ROI
  • churn risks
  • product usage data
  • customer needs