Mid-Market Customer Success Manager

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.
• 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.
• 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.
• 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.