Relationship Manager

Brex Brex · Fintech · New York, NY +1 · Sales

Relationship Manager for Brex's Startups team, focusing on client success and satisfaction by providing resources, guidance, and support. The role involves managing a portfolio of existing clients, identifying opportunities for product expansion, driving Net Revenue Retention, and executing competitive defense strategies. Requires strong communication, product knowledge, and understanding of the startup ecosystem.

What you'd actually do

  1. Manage a portfolio of approximately 200 companies (Seed through Series B+), serving as the primary point of contact for founders, CFOs, and Chiefs of Staff.
  2. Maintain deep awareness of each client's financial health, funding status, and growth trajectory to identify and address opportunities proactively.
  3. Uphold operational excellence through rigorous Salesforce hygiene and proficiency in tools such as Vitally, Gong, Scratchpad, HEX, Looker and LogRocket.
  4. Drive Net Revenue Retention (NRR) through the proactive expansion of products, including credit card utilization, growing banking deposits, adoption of bill pay, invoicing and travel products.
  5. Lead deposit acquisition by capturing fresh capital during financing rounds through the strategic positioning of Brex's banking and treasury solutions.

Skills

Required

  • Relationship management
  • Account management
  • Sales
  • Partnerships
  • Startup ecosystem knowledge
  • Finance ecosystem knowledge
  • SaaS industry knowledge
  • Banking industry knowledge
  • Communication skills
  • Interpersonal skills
  • Organizational skills
  • Project management skills
  • Data analysis skills

Nice to have

  • Proficiency in Salesforce
  • Proficiency in Vitally
  • Proficiency in Gong
  • Proficiency in Scratchpad
  • Proficiency in HEX
  • Proficiency in Looker
  • Proficiency in LogRocket

What the JD emphasized

  • 4+ years of experience in relationship management, account management, sales, partnerships, or a similar role, preferably within the startup or finance ecosystem or saas or banking industry.
  • Consistent record of exceeding quota and delivering top performance in competitive sales environments.