Banking Relationship Manager
External
Brex · San Francisco, CAPrepare for this interview
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Responsibilities
- 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
- 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.
Benefits
Additional Information
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.
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