Client Development Representative
Core
Own customer engagement and expansion within an assigned book of Brex existing customers, combining high-velocity outreach with consultative discovery to drive revenue outcomes.
Role type
Client Development Representative (Sales)
Builds
Expansion revenue and customer value for Brex's existing client base
Domain
Fintech / Corporate Finance / Payments
Required skills
Customer outreach, consultative discovery, stakeholder alignment, commercial negotiation, financial workflow understanding, CRM management, forecasting
Preferred skills
Account management, executive relationship building, fintech domain knowledge, ERP familiarity, Salesforce/Gong proficiency
Responsibilities
Drive daily customer outreach across email, phone, and social channels; Serve as primary point of contact for an assigned portfolio; Identify and advance expansion opportunities; Lead structured discovery calls and negotiate deal terms; Develop understanding of customer workflows and financial priorities; Build relationships with finance stakeholders; Partner with internal teams for commercial impact; Maintain forecasting and CRM hygiene
Seniority
Mid-level, individual contributor