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.
Benefits
Brex LLC is a wholly owned subsidiary ofVision insuranceRemote work optionsEquity / stock optionsPerformance bonus
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.
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.
Brex · New York, NY