Implementation Consultant I, Commercial

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

This role is for an Implementation Consultant at Brex, a fintech company offering an intelligent finance platform. The role focuses on onboarding small to mid-sized customers, helping them configure and adopt Brex's services. It involves customer empathy, project management, technical expertise, process design, and change management. The company mentions AI-native automation as a core feature of its platform, but the role itself is not directly involved in building or deploying AI/ML models.

What you'd actually do

  1. Organize and facilitate customer meetings by managing agendas, capturing notes, tracking action items, and setting clear expectations throughout the implementation lifecycle.
  2. Support customers in understanding their business needs and configuring Brex to address them, translating basic requirements into product configurations with guidance.
  3. Manage straightforward stakeholder communication and assist with timelines and deliverables to keep implementations on track.
  4. Assist with spend migrations and support end user adoption during deployment, helping customers feel confident and prepared for go-live.
  5. Introduce integration concepts to customers, provide relevant guides for connecting Brex with external systems, and engage Technical Consultants for more complex integration or troubleshooting needs.

Skills

Required

  • 2+ years of experience in a customer-facing role, ideally within a SaaS organization or a consulting firm that delivers SaaS services.
  • Some exposure to project coordination or structured implementation work.
  • Strong communication skills, both with customers and internal stakeholders.
  • Comfort working across technical and non-technical workstreams with guidance.
  • Organized and detail-oriented, with a strong sense of urgency in driving tasks to completion.
  • Collaborative mindset with the ability to work cross-functionally to resolve issues.

Nice to have

  • Experience in Financial, Expense Management, or ERP software.
  • Familiarity with any of the following domains: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, Travel, Procurement, or Corporate Card programs.