Description
Join us at Brex, the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. As a Technical Consultant I, you will take ownership of the integration implementation for our customers, guiding them from kickoff to go-live. You will be responsible for translating a customer's business requirements into an effective product configuration, solving challenges, and providing best practices related to Brex Integrations.
This role will be based in our New York 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 three coordinated days in the office per week, Monday, Wednesday and Thursday.
Responsibilities:
- Own the successful integration of customer systems with Brex, managing the end-to-end implementation for systems like NetSuite, Sage Intacct, and QuickBooks to ensure a smooth and effective launch.
- Act as the primary technical advisor for your customers, applying your knowledge of ERP architecture and business processes to guide them toward an optimal integration setup.
- Lead project meetings and technical calls with customers, setting clear expectations, capturing detailed notes, and driving the project forward from kickoff to go-live.
- Contribute to customer enablement by helping create and refine training materials and Help Center content, empowering users and helping to minimize future escalations.
- Serve as the voice of the customer to our internal teams, translating their needs and feedback into actionable insights for our Product and Engineering partners.
- Actively contribute to the Integration team's collective knowledge, sharing insights from your projects and collaborating with peers to solve challenges and enhance our internal processes.
Requirements:
- 2+ years of experience in a customer-facing role, with direct experience implementing or configuring accounting systems like QuickBooks Online, NetSuite, or Xero.
- Functional expertise in key accounting and finance areas, including General Ledger, Accounts Payable, Expense Management, and HRIS.
- Strong project management skills, with the ability to own deliverables, track timelines, and drive straightforward projects to successful completion.
- Experience translating basic business requirements into product configurations and providing solutions that meet immediate customer needs.
- Excellent communication skills, with a proven ability to explain technical concepts to non-technical stakeholders and manage customer expectations.
- A collaborative approach to problem-solving, with experience working across teams to resolve issues and a demonstrated ability to recognize when to escalate for guidance.
Bonus Points:
- HRIS/SSO subject matter expert
- Accounting or Finance background