Mid-Market Customer Success Manager
Core
Own a book of business for mid-market finance teams, driving product adoption, value realization, and account growth for Brex's spend management and banking platform.
Role type
Mid-Market Customer Success Manager
Builds
Customer retention, account expansion, and product adoption for mid-market companies
Domain
Fintech / Corporate Finance
Deliverable
product features
Required skills
Account management, stakeholder engagement, churn mitigation, financial acumen, cross-functional collaboration, data analysis, executive relationship management
Preferred skills
ERP/spend management platform experience, bilingual English/Spanish fluency, systems thinking
Technologies
ERPs, spend management platforms, AP automation tools
Responsibilities
Develop deep product expertise to guide customers to power user status; Proactively manage assigned accounts to drive adoption and growth; Act as trusted advisor on spend management and financial reporting; Build multi-threaded relationships across Finance, Procurement, AP, IT, and Security; Lead business reviews and financial health checks; Identify and mitigate churn risks; Partner with Sales, Product, and Risk teams; Meet quarterly KPIs including engagement and GMV targets
Seniority
Mid-level, hands-on IC
