4h ago

Mid-Market Customer Success Manager

New York, New York, United States
full-timemid Hybridfinancial technology

Description

As a Mid-Market Customer Success Manager at Brex, you'll own a book of accounts, helping finance teams unlock the full value of Brex's spend management platform. You'll develop product expertise, drive adoption and growth, while working cross-functionally in a hybrid NYC office environment.

Requirements

  • 4+ years customer-facing role managing book of business at high-growth startup.
  • Deep fluency in modern finance tech stack (ERPs, spend management, AP automation).
  • Experience with high volume of customers at different lifecycle stages.
  • Strong business acumen with finance-first mindset.
  • Bachelor's degree in finance, business, or related field preferred.

Responsibilities

  • Develop deep expertise in Brex products to help customers become power users.
  • Proactively manage assigned accounts to drive adoption, value realization, and growth.
  • Act as trusted advisor to finance stakeholders on spend management, credit policy, and reconciliation.
  • Build multi-threaded relationships across Finance, Procurement, AP, IT, and Security.
  • Lead business reviews and financial health checks to showcase ROI and align executives.
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