Enterprise Customer Success Manager
Core
Financial technology advisor serving CFOs and finance teams of large enterprises to drive product adoption, retention, and expansion.
Role type
Enterprise Customer Success Manager
Builds
Brex's global corporate cards, banking, and spend management platform
Domain
Financial Technology / Fintech
Deliverable
client delivery
Required skills
Strategic account planning, executive relationship management, churn risk mitigation, cross-functional collaboration, financial acumen, data analysis for usage insights
Preferred skills
Systems thinking, proactive problem solving, thought leadership in enterprise strategy
Technologies
NetSuite, QuickBooks, ERP systems
Responsibilities
Develop strategic account plans for retention and expansion; Act as trusted advisor on spend management and financial reporting; Build multi-threaded relationships across Finance, Procurement, IT, and Security; Lead business reviews and financial health checks; Identify and mitigate churn risks; Partner with Sales, Product, and Risk teams to advocate for product improvements
Seniority
Mid-Senior, hands-on IC