Manager, CX AI Strategy

Posted 9 Days Ago
Be an Early Applicant
San Francisco, CA, USA
In-Office
142K-177K Annually
Mid level
Fintech
All-in-one finance for every business.
The Role
Lead strategy and execution for Brex's AI-powered customer experience across chat, voice, and email. Build and deploy internal AI tools (agent-assist, real-time guidance, QA automation), own AI performance metrics and roadmap, partner with Product and Engineering, manage a CX AI team, and drive cross-functional adoption to improve resolution, CSAT, and agent productivity.
Summary Generated by Built In

Why join us

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Customer Experience at Brex

The Customer Experience team is the connective tissue between Brex’s product and the companies that depend on it every day. We don’t just resolve issues — we surface insights, close feedback loops, and help shape the product roadmap. As Brex becomes an AI-native company, our CX organization leads that shift: building the systems, metrics, and workflows that let AI handle routine complexity while humans focus on judgment and relationships. We measure success not by tickets closed, but by customers who don’t need to contact us in the first place.

What you’ll do

Brex is looking for an experienced AI operator & leader to own the strategy and execution of AI-powered customer experience. You’ll lead the team responsible for Brex’s AI customer service platform — optimizing instruction sets, driving quality, and expanding AI across chat, voice, and email. You’ll also own the internal side of the equation: building and deploying AI-powered tools that give Brex’s CX team a measurable productivity edge — from agent-assist and real-time guidance to QA automation and workflow tooling. You’ll own the metrics that matter on both sides, define what “great” looks like for AI performance, and partner with Product and Engineering to shape the roadmap. This is not a research or strategy-deck role. You’ll build, ship, and iterate on systems that make Brex’s CX the best support on the planet — and lead the team that makes it happen.

Where you’ll work

This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

Customer-facing

  • Lead the CX Strategy team, setting direction, developing team members, and aligning priorities to CX and company goals.
  • Collaborate with CX leaders to drive performance metrics: resolution rate, CSAT, quality, resolution time, escalation rates, etc. Monitor the results and drive improvement when targets aren’t met.
  • Own the CX AI roadmap from opportunity discovery through implementation — prioritize where AI can improve efficiency and customer experience, and sequence investments that compound over time.
  • Collaborate with Systems and Engineering to drive CX AI performance — instruction set optimization, channel expansion (chat, voice, email), containment quality, and escalation handling, etc.

Internal AI tools & team productivity

  • Define the standard for what an AI-augmented CX team looks like at Brex: how AI agents and human operators divide and conquer, where handoffs happen, and how to maintain customer experience quality as automation scales.
  • Own the development and deployment of internal AI tools that make Brex’s CX team faster, more accurate, and more consistent — including agent-assist tooling, real-time guidance systems, QA automation, and workflow-level automations.
  • Partner with Engineering, Data, and Product Ops to build and maintain the AI infrastructure underneath these tools — knowledge reliability, shared workflows, and feedback loops that improve both customer-facing and internal AI systems over time.
  • Measure internal AI adoption and impact: track agent productivity, time-to-resolution improvements, QA automation rates, and coaching effectiveness. Close the loop between data and iteration.

Cross-functional & leadership

  • Partner cross-functionally with CX Leadership, Strategy & Enablement, Product, Engineering, and Data to scope, build, and launch AI improvements. Represent CX in EPD conversations with a point of view grounded in customer outcomes and operational metrics.
  • Drive internal AI adoption — ensure the CX team is equipped with the training, workflows, and confidence to work alongside AI effectively.
  • Communicate AI performance and strategy to CX leadership and executive stakeholders; translate data into clear narratives that drive decisions.

Requirements

  • 4+ years in CX strategy, AI operations, product operations, or a related function at the intersection of technology and customer experience — ideally in a fast-paced tech or fintech environment
  • 1+ years managing or developing a team of 4+ ICs, with a track record of setting direction, developing people, and delivering results
  • Proven experience owning and improving AI or automation initiatives in a support environment — from opportunity analysis through rollout and iteration, with measurable outcomes
  • Product-minded builder: equally comfortable writing a requirements doc, configuring a platform, and partnering with Engineering to ship something net-new. You don’t wait for a product team to build what your customers need
  • Strong analytical skills: comfortable digging into conversation data, contact driver analysis, and AI performance metrics to turn raw signal into smart decisions
  • Technical fluency with AI-enabled CX platforms and the ability to ship directly or partner confidently with Engineering and Product to make automation work at scale
  • Clear, direct communicator — you write with precision, translate between technical and non-technical audiences, and know how to make a data story land with leadership
  • Proven cross-functional collaboration skills — you’ve worked across CX, Product, Engineering, and Data to drive customer-centric improvements

Bonus Points

  • Hands-on experience with Sierra or comparable AI voice/chat/email platforms in a customer-facing environment
  • Background in fintech, financial services, or enterprise SaaS
  • Experience building or owning QA and eval frameworks for AI systems
  • Experience building internal productivity tooling or agent-assist systems — whether through third-party configuration, prompt engineering, or partnering with Engineering to ship net-new tools
  • Familiarity with product knowledge infrastructure — how content is structured, maintained, and surfaced to AI systems at scale
  • Experience translating AI operational learnings into product feedback that influenced roadmap decisions

Compensation

The expected salary range for this role is $141,928 - $177,410.  However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.


Brex LLC is a wholly owned subsidiary of Capital One, N.A.

Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

Skills Required

  • 4+ years in CX strategy, AI operations, product operations, or related function at intersection of technology and customer experience
  • 1+ years managing or developing a team of 4+ individual contributors
  • Proven experience owning and improving AI or automation initiatives in a support environment from analysis through rollout with measurable outcomes
  • Product-minded builder: able to write requirements, configure platforms, and partner with Engineering to ship net-new solutions
  • Strong analytical skills: comfortable with conversation data, contact driver analysis, and AI performance metrics
  • Technical fluency with AI-enabled CX platforms and ability to ship directly or partner with Engineering and Product
  • Clear, direct written and verbal communication, translating between technical and non-technical audiences
  • Proven cross-functional collaboration across CX, Product, Engineering, and Data
  • Hands-on experience with Sierra or comparable AI voice/chat/email platforms
  • Background in fintech, financial services, or enterprise SaaS
  • Experience building or owning QA and evaluation frameworks for AI systems
  • Experience building internal productivity tooling or agent-assist systems (third-party configuration, prompt engineering, or partnering to ship net-new tools)
  • Familiarity with product knowledge infrastructure and content structuring for AI systems

Brex Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brex and has not been reviewed or approved by Brex.

  • Fair & Transparent Compensation Pay is considered competitive for many engineering and senior product roles, with strong total compensation relative to late‑stage tech peers. Flexibility to balance cash and equity has historically reinforced perceptions of market alignment.
  • Healthcare Strength Health, dental, and vision coverage are paired with mental‑health resources like Spring Health and Calm, forming a comprehensive healthcare stack. This combination signals an above‑average mental‑health offering in tech.
  • Parental & Family Support Parental leave is described as generous and is complemented by Carrot fertility support and Milk Stork for nursing parents. These elements indicate a family‑friendly package that exceeds common fintech baselines.

Brex Insights

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The Company
HQ: San Francisco, CA
800 Employees

What We Do

Brex is all-in-one finance for growing businesses. We help companies spend, save, and earn smarter—and take every dollar further—by doing more than a bank, bookkeeping, or reward program could ever do alone. After completing the Y Combinator accelerator program in 2017, Brex has grown to over 600 employees and raised over US $940 million in venture capital. Learn more at brex.com.

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