Description
Join Brex, the intelligent finance platform that empowers companies to spend smarter and move faster. Our platform combines global corporate cards and banking with intuitive spend management, bill pay, and travel software. As a Banking Relationship Manager, you will partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to generate net-new revenue by optimizing their adoption of our business account suite of products.
This role will be based in our San Francisco or New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday.
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.