Technical Consultant I

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

Brex is an intelligent finance platform that uses AI-native automation to help companies manage corporate cards, banking, and spend. This Technical Consultant role focuses on integrating customer systems with Brex, acting as a technical advisor, and ensuring successful implementation of the platform. The role involves translating business requirements into product configurations, managing projects, and contributing to customer enablement.

What you'd actually do

  1. Own the successful integration of customer systems with Brex, managing the end-to-end implementation for systems like NetSuite, Sage Intacct, and QuickBooks to ensure a smooth and effective launch.
  2. Act as the primary technical advisor for your customers, applying your knowledge of ERP architecture and business processes to guide them toward an optimal integration setup.
  3. Lead project meetings and technical calls with customers, setting clear expectations, capturing detailed notes, and driving the project forward from kickoff to go-live.
  4. Contribute to customer enablement by helping create and refine training materials and Help Center content, empowering users and helping to minimize future escalations.
  5. Serve as the voice of the customer to our internal teams, translating their needs and feedback into actionable insights for our Product and Engineering partners.

Skills

Required

  • 2+ years of experience in a customer-facing role
  • direct experience implementing or configuring accounting systems like QuickBooks Online, NetSuite, or Xero
  • Functional expertise in key accounting and finance areas, including General Ledger, Accounts Payable, Expense Management, and HRIS
  • Strong project management skills
  • Experience translating basic business requirements into product configurations
  • Excellent communication skills
  • A collaborative approach to problem-solving

Nice to have

  • HRIS/SSO subject matter expert
  • Accounting or Finance background

What the JD emphasized

  • intelligent finance platform
  • AI-native automation