# Banking Relationship Manager

**Company**: Brex
**Location**: San Francisco, California
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $132,888 - $166,110
**Category**: Sales
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/brex/jobs/8802224002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_45662f92-a0c

## Description

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets.

As a Banking Relationship Manager on our newly formed Banking Team, you will have the opportunity to partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to continue generating net-new revenue by optimizing their adoption of our business account suite of products.

Responsibilities:

- 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.

Compensation: The expected OTE range for this role is USD $132,888 - $166,110.

## Skills

### Required
- outbound sales
- financial services
- fintech
- communication skills
- quota management

### Nice to have
- Series 7 & 63 license
- Gong
- Salesforce
- Outreach

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/brex/jobs/8802224002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)