Mid-Market Customer Success Manager

Posted 5 Days Ago
Be an Early Applicant
Seattle, WA, USA
In-Office
133K-166K Annually
Mid level
Fintech
All-in-one finance for every business.
The Role
Manage a book of mid-market finance customers to drive product adoption, reduce churn, and grow account value. Serve as trusted advisor to finance stakeholders, run business reviews, analyze usage data for insights, and collaborate cross-functionally to improve product and customer outcomes.
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.

Sales at Brex

The Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team.

What you’ll do

As a Mid-Market Customer Success Manager II, you will own a book of business comprised of our growing customer base, working day to day with Finance teams from CFOs to Accounting Managers to ensure they unlock the full value of Brex’s solutions. You will develop a deep proficiency in all aspects of Brex products and work cross-functionally with internal teams, including Implementation, Solutions, and Product. You’ll create and execute account strategies for customers’ business goals by leveraging product usage insights, stakeholder engagement, and cross-functional collaboration to drive product adoption, minimize churn, and grow account value.

Where you'll work

This role will be based in our Seattle 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 two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

  • Develop a deep expertise in Brex products to actively show customers how to become "power users" of the platform.
  • Proactively manage an assigned book of accounts to drive customer adoption, value realization, and account growth.
  • Act as a trusted advisor to finance stakeholders by providing guidance on best practices across spend management, credit policy, reconciliation workflows, and financial reporting automation.
  • Build multi-threaded relationships across functional areas (Finance, Procurement, AP, IT, and Security) to increase platform stickiness and customer engagement.
  • Lead business reviews and financial health checks that drive executive alignment and showcase ROI.
  • Proactively identify and mitigate churn risks through data analysis, usage insights, and issue resolution.
  • Partner cross-functionally with Sales, Product, Credit, Risk, and Operations teams to deliver a seamless customer experience and advocate for product improvements.
  • Consistently meet or exceed quarterly key performance metrics, including customer engagement and GMV targets.

Requirements

  • 4+ years of experience in customer-facing roles managing a book of business, owning account health, executive relationships, and expansion strategy at a high-growth start-up. 
  • Deep fluency in the language of modern finance, demonstrated through hands-on experience with the ecosystem of financial technology - including ERPs, spend management platforms, or AP automation tools. Backgrounds in corporate accounting or financial systems are a significant asset.
  • Experience and comfort with interacting with a high volume of customers at different stages of the customer lifecycle
  • You are passionate about working with customers to ensure they achieve their goals
  • Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams.
  • Ability to synthesize product usage data and identify key insights and trends
  • Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs.
  • Bachelor's degree required; finance, business, or related fields preferred.

Bonus Points

  • You think in systems, not silos, and understand the bigger picture of customer value.
  • You are energized by developing relationships across a wide range of levels and roles

Compensation

The expected OTE range for this role is $132,888 to $166,110. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance.  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 managing a book of business in customer-facing roles with account health, executive relationships, and expansion strategy at a high-growth startup.
  • Deep fluency in modern finance and hands-on experience with financial technology ecosystems (ERPs, spend management platforms, AP automation tools).
  • Experience interacting with a high volume of customers across different lifecycle stages.
  • Passion for working with customers to ensure they achieve their goals.
  • Strong business acumen with a finance-first mindset; comfortable communicating with CFOs, Controllers, and FP&A teams.
  • Ability to synthesize product usage data and identify key insights and trends.
  • Demonstrated success in cross-functional collaboration and influencing internal product roadmaps.
  • Bachelor's degree.
  • Degree in finance, business, or related field.
  • Systems thinking and ability to develop relationships across levels and roles (bonus).

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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