Technical Consultant I

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

Brex is seeking a Technical Consultant to manage customer integrations with their intelligent finance platform, translating business requirements into product configurations and ensuring successful implementation. The role involves acting as a technical advisor, leading project meetings, contributing to training materials, and providing customer feedback to internal teams.

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, with 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, with the ability to own deliverables, track timelines, and drive straightforward projects to successful completion.
  • Experience translating basic business requirements into product configurations and providing solutions that meet immediate customer needs.
  • Excellent communication skills, with the proven ability to explain technical concepts to non-technical stakeholders and manage customer expectations.
  • A collaborative approach to problem-solving, with experience working across teams to resolve issues and a demonstrated ability to recognize when to escalate for guidance.

Nice to have

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