# Relationship Manager

**Company**: Brex
**Location**: San Francisco, California, United States
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $181,000 - $226,000
**Category**: Sales
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/brex/jobs/8519256002
**Canonical**: https://yubhub.co/jobs/job_fc00c15e-4cf

## Description

Why join us

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly.

As a Relationship Manager for our Startups team, you play a pivotal role in the success and satisfaction of our existing Startup clients by providing the necessary resources, guidance and support. This role requires excellent communication and interpersonal skills, a deep knowledge of Brex products, an understanding of the startup ecosystem and a passion for helping entrepreneurs and finance leaders achieve their goals.

Responsibilities

Manage a portfolio of approximately 200 companies (Seed through Series B+), serving as the primary point of contact for founders, CFOs, and Chiefs of Staff.

Maintain deep awareness of each client's financial health, funding status, and growth trajectory to identify and address opportunities proactively.

Uphold operational excellence through rigorous Salesforce hygiene and proficiency in tools such as Vitally, Gong, Scratchpad, HEX, Looker and LogRocket.

Drive Net Revenue Retention (NRR) through the proactive expansion of products, including credit card utilization, growing banking deposits, adoption of bill pay, invoicing and travel products.

Lead deposit acquisition by capturing fresh capital during financing rounds through the strategic positioning of Brex's banking and treasury solutions.

Execute competitive defense strategies to protect your book of business, cultivating relationships built on trust rather than simple cash incentives.

Partner through strategic collaboration with cross-functional teams to deliver optimal solutions, products, and services to our clients.

Prioritize field engagement by targeting in-person interactions with customers by having in-person meetings and touch points.

Manage event curation by hosting at least one monthly client event, such as intimate dinners, workout sessions, or other curated experiences.

Requirements

4+ years of experience in relationship management, account management, sales, partnerships, or a similar role, preferably within the startup or finance ecosystem or saas or banking industry.

Consistent record of exceeding quota and delivering top performance in competitive sales environments.

Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.

Proactive and results-oriented mindset, with the ability to work independently and as a part of a team.

Strong organizational and project management skills, with the ability to multitask and prioritize effectively.

Ability to analyze data and metrics to drive informed decisions and strategies.

Strong understanding of the startup ecosystem.

Compensation

The expected OTE range for this role is $181,000 - $226,000.

## Skills

### Required
- relationship management
- account management
- sales
- partnerships
- communication
- interpersonal skills
- data analysis
- project management