Mid-Market Customer Success Manager

📋 Description

• • As a Mid-Market Customer Success Manager II at Brex, you will own a book of business focused on mid-market customers, working closely with finance teams from CFOs to Accounting Managers to ensure they unlock the full value of Brex’s intelligent finance platform. Your role is critical in driving product adoption, minimizing churn, and growing account value by acting as a trusted advisor and strategic partner to customers.
• • Day to day, you will develop deep expertise in Brex products to show customers how to become power users, proactively manage your book of accounts to drive adoption and expansion, act as a trusted advisor on spend management and financial reporting automation, build multi-threaded relationships across finance, procurement, AP, IT, and security teams, lead business reviews and financial health checks to showcase ROI, identify and mitigate churn risks using data insights, and partner cross-functionally with Sales, Product, Credit, Risk, and Operations to deliver seamless customer experiences and advocate for product improvements.
• • Brex is the intelligent finance platform that enables companies to spend smarter and move faster in over 200 markets, serving tens of thousands of top companies including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. The company combines global corporate cards and banking with intuitive spend management, bill pay, and travel software, powered by AI-native automation to eliminate manual tasks. Brex fosters a culture of innovation, inclusivity, and high performance, empowering employees to grow their careers while challenging the status quo alongside some of the brightest minds in fintech.
• • In this role, you will develop advanced expertise in financial technology ecosystems, strengthen your ability to engage C-suite finance stakeholders, master account planning and expansion strategies in a high-growth SaaS environment, and gain experience influencing product roadmaps through cross-functional collaboration. You will sharpen your data-driven decision-making skills by synthesizing product usage insights to drive customer outcomes and achieve measurable impact on retention, expansion, and customer satisfaction.