Strategic Customer Success Manager

Reposted 19 Days Ago
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San Francisco, CA
In-Office
133K-166K
Senior level
Fintech
All-in-one finance for every business.
The Role
The Strategic Customer Success Manager acts as a financial advisor to enterprise customers, ensuring they maximize the value of Brex's solutions through adoption and retention strategies.
Summary Generated by Built In

Why join us

Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises — including DoorDash, Flexport, and Compass — use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.

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

Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What you’ll do

As a Strategic Customer Success Manager, you will serve as a financial technology advisor to Brex’s largest customers by partnering with CFOs, Controllers, and finance ops teams to ensure they unlock the full value of Brex’s solutions. You’ll create and execute on account strategies tailored to each customer’s business goals, delivering high-impact outcomes across their financial stack.

You will own the full lifecycle of success, from onboarding to renewal 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 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 two coordinated days in the office per week, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

  • Develop and own strategic account plans to drive retention, expansion, and adoption across your portfolio of enterprise customers.
  • 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.
  • Own key metrics for your accounts: GMV growth,  product adoption, credit utilization, and customer health scores.

Requirements

  • 2+ years of hands-on experience in an accounting or finance role (e.g., Staff Accountant, AP Specialist, Financial Analyst).
  • 4+ years in a customer-facing role owning account health, executive relationships, or expansion strategy.
  • Direct experience with core accounting workflows, such as invoice processing, T&E tracking, budgeting, accounts payable, ERP systems (e.g., NetSuite, QuickBooks), or spend management tools.
  • Experience managing complex, global enterprise accounts (10,000+ employees), with the ability to navigate nuanced org structures and build durable partnerships.
  • 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 into strategic recommendations that drive tangible customer outcomes.
  • 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 love solving complex business problems with innovative financial solutions.
  • You think in systems, not silos and understand the bigger picture of customer value.
  • You are energized by being proactive, not reactive, in helping customers succeed.
  • You want to be a thought leader and internal resource for enterprise strategy across the CS org.

Compensation

The expected OTE range for this role is $132,888 - $166,110 USD. 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.

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.

Top Skills

Ap Automation Tools
Erps
Financial Technology
Spend Management Platforms
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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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