Banking Relationship Manager

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.

Sales at Brex

• Sales is the growth engine at Brex.
• We bring in new customers, expand existing relationships, and drive the company's bottom line.
• With unlimited territories and uncapped opportunity, your ambition sets the ceiling.
• We win together, celebrate often, and reward performance.
• If you want to sell a category-defining product with real ownership, this is your team.

What you'll do

As a Banking Relationship Manager on our newly formed Banking Team, you will have the opportunity to partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to continue generating net-new revenue by optimizing their adoption of our business account suite of products.

• As a foundational member of the team, you will work closely with our customers to upsell our checking, treasury, and sweep products to ultimately increase total AUM for Brex, a pivotal opportunity for Brex's overall growth.
• You will have the opportunity to work with all sizes of companies, ranging from small startups that are just starting to scale, all the way up to large mid-market and enterprise customers.

Where you'll work

• This role will be based in our San Francisco 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

• Work with existing card only customers to upsell our business account suite of products (checking/treasury/sweep)
• Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits to our customers
• Become trusted account advisors by managing accounts and being strategic in both inbound and outbound sales
• Engage with businesses at all points of the sales cycle - including prospecting, product demonstrations, onboarding, and closing
• Develop strategic plans with cross-functional team members to drive adoption of our products, more AUM, and higher revenue for the company
• Focus on self-development with daily training and enablement
• Work closely with Account Executives, Relationship Managers, Customer Success, and Client Sales to bring in referrals

Requirements

• 3+ years of outbound sales experience in financial services, fintech, or with early stage companies
• Excellent communication skills to drive conversations with Executive C-Suite decision makers
• Experience carrying quota and a proven track record of hitting and exceeding quotas
• B.A or B.S degree from a 4-year university

Bonus points

• Series 7 & 63 license (active or able to be re-activated)
• Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.

Compensation

• The expected OTE range for this role is USD $132,888 - $166,110.
• The starting wage will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity.
• The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance.
• Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

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.