Role details
Why join us
- Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets.
- By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly.
- Brex's AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most.
- Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.
- 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.
Implementation at Brex
- Implementation transforms new customers into power users.
- We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach.
- It's a role that blends customer empathy, project management, technical expertise, process design, and change management.
- We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with 'Brex for life'.
- As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers.
What you'll do
- The Implementation Consultant I role on the Commercial team supports our small to mid-sized customers through their onboarding journey, helping them get up and running on Brex with guidance and structured support.
- As an initiator on the team, you'll develop your product knowledge, sharpen your project management skills, and build the foundation for a career in implementation consulting.
Where you'll work
- This role will be based in our New York City 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 three coordinated days in the office per week, Monday, Wednesday and Thursday.
- As a perk, we also have up to four weeks per year of fully remote work!
Responsibilities
- Organize and facilitate customer meetings by managing agendas, capturing notes, tracking action items, and setting clear expectations throughout the implementation lifecycle.
- Support customers in understanding their business needs and configuring Brex to address them, translating basic
requirements
into product configurations with guidance.
- Manage straightforward stakeholder communication and assist with timelines and deliverables to keep implementations on track.
- Assist with spend migrations and support end user adoption during deployment, helping customers feel confident and prepared for go-live.
- Introduce integration concepts to customers, provide relevant guides for connecting Brex with external systems, and engage Technical Consultants for more complex integration or troubleshooting needs.
- Coordinate handoffs between AE/CSE and CSM, providing basic documentation to ensure continuity of the client relationship.
- Deliver standard change management templates to customers in preparation for go-live, and lead training sessions with supervision as needed.
- Collaborate within the Implementation team and contribute feedback on the client experience when asked, supporting process improvements over time.
Requirements
- 2+ years of experience in a customer-facing role, ideally within a SaaS organization or a consulting firm that delivers SaaS services.
- Some exposure to project coordination or structured implementation work.
- Strong communication skills, both with customers and internal stakeholders.
- Comfort working across technical and non-technical workstreams with guidance.
- Organized and detail-oriented, with a strong sense of urgency in driving tasks to completion.
- Collaborative mindset with the ability to work cross-functionally to resolve issues.
Bonus points
- Experience in Financial, Expense Management, or ERP software.
- Familiarity with any of the following domains: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, Travel, Procurement, or Corporate Card programs.
Compensation
- The expected salary range for this role is $91,304 - $114,130 USD.
- However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity.
- Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
- Brex LLC is a wholly owned subsidiary of Capital One, N.A.
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.