# Client Development Representative

**Company**: Brex
**Location**: New York, NY
**Work arrangement**: hybrid
**Experience**: entry
**Job type**: full-time
**Salary**: $82,535 - $92,852
**Category**: Sales
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/brex/jobs/8756194002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_f9ff7d0b-d3b

## Description

As a Client Development Representative (CDR) at Brex, you'll own customer engagement and expansion within an assigned book of existing customers.

You'll combine high-velocity outreach with consultative discovery to identify opportunities, align stakeholders, and deliver measurable customer and revenue outcomes.

This is an ideal role for someone building a sales career who enjoys developing customer relationships, navigating commercial conversations, and partnering cross-functionally to drive results.

Responsibilities:

- Drive daily customer outreach across email, phone, and social channels to generate a qualified pipeline for expansion.

- Serve as a primary point of contact for an assigned portfolio, helping existing customers get more value from Brex.

- Identify and advance expansion opportunities by connecting Brex solutions to measurable business outcomes.

- Lead structured discovery calls; develop commercial proposals and negotiate rewards, pricing, and other deal terms.

- Develop a strong understanding of customer workflows, accounting processes, and financial priorities to uncover pain points and drive adoption.

- Build relationships with finance stakeholders, from Controllers to CFOs; tailor value messaging, surface risks early, and recommend clear action plans.

- Partner with Underwriting, Deal Desk, and internal account teams to balance customer needs with commercial impact.

- Maintain rigorous forecasting, CRM hygiene, activity tracking, opportunity qualification, and proactive stakeholder communication.

- Advocate for customers internally by sharing recurring feedback and insights that improve the product and customer experience.

Requirements:

- 2+ years of customer-facing experience in sales, hospitality, customer service, or a related field.

- Experience in a general sales role or demonstrated interest in building a sales career.

- Strong urgency and adaptability in live customer conversations.

- Excellent written and verbal communication skills, including the ability to clearly articulate Brex's value.

- Demonstrated ability to collaborate cross-functionally and influence internal partners based on customer needs.

- Coachability, resilience, and a growth mindset.

- Bachelor's degree in finance, business, or a related field.

Bonus Points:

- Experience managing a book of business, account health, executive relationships, renewals, expansions, or new-business acquisition.

- Familiarity with finance workflows, ERPs, spend-management platforms, or AP automation tools.

- Experience in fintech, payments, corporate accounting, financial systems, or credit-card management.

- Knowledge of credit limits, rewards, and underwriting.

- Experience working in a high-growth startup environment.

- Comfort building relationships across seniority levels and functions.

- Familiarity with tools such as Salesforce and Gong.

- A track record of building creative processes, using AI to improve efficiency, or finding resourceful ways to deliver results.

The expected OTE range for this role is $82,535 - $92,852 USD.

## Skills

### Required
- customer-facing experience
- sales experience
- communication skills
- collaboration skills
- adaptability

### Nice to have
- finance workflows
- ERPs
- spend-management platforms
- AP automation tools
- fintech
- payments
- corporate accounting
- financial systems
- credit-card management
- Salesforce
- Gong

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/brex/jobs/8756194002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)