4h ago

Banking Relationship Manager

New York, New York, United States

$132,888-$166,110 / year

full-timesenior Hybridfinancial technology

Tech Stack

Description

You will partner with founders and finance leaders to upsell our business account suite, driving adoption of checking, treasury, and sweep products to increase AUM. This is a pivotal role for Brex's growth, working with companies of all sizes.

Requirements

  • 3+ years outbound sales in financial services, fintech, or early stage.
  • Excellent communication with C-suite decision makers.
  • Proven track record of exceeding quotas.
  • Bachelor's degree from 4-year university.
  • Series 7 63 license (active or reactivatable) preferred.

Responsibilities

  • Upsell business account suite to existing card customers.
  • Create Security Account Control Agreements and Cash Covenants.
  • Manage accounts and drive strategic inbound/outbound sales.
  • Engage in full sales cycle including prospecting, demos, and closing.
  • Collaborate with cross-functional teams and sales partners.
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