Brex Inc

Manager, CX AI Strategy

Brex Inc$141K — $177K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in CX strategy, AI operations, product operations or a related function in tech/fintech.
  • 1+ years managing a team of 4+ individual contributors; achieving results through team development.
  • Experience owning and improving AI initiatives in support environments with measurable outcomes.
  • Product-minded builder, adept at writing requirements, configuring platforms, and collaborating with Engineering.
  • Strong analytical skills to interpret conversation data and AI performance metrics for informed decisions.
  • Technical fluency with AI-enabled CX platforms and capacity to drive automation at scale.
  • Clear, direct communicator able to bridge technical and non-technical stakeholders.

Responsibilities

  • Lead the CX Strategy team, guiding direction and developing team member capabilities.
  • Collaborate with CX leaders to set and monitor performance metrics for continual improvement.
  • Own the CX AI roadmap, identifying opportunities for efficiency and customer experience.
  • Work with Systems and Engineering to optimize AI performance across customer channels.
  • Define standards for AI-augmented CX team operations and quality maintenance.
  • Develop internal AI tools to enhance CX team productivity and accuracy.
  • Drive cross-functional partnerships to scope and launch AI improvements, ensuring team readiness.

Benefits

  • Hybrid work environment with three required in-office days and remote work flexibility.
  • Up to four weeks of fully remote work available per year.
Full Job Description
What you'll do

Brex is looking for an experienced AI operator & leader to own the strategy and execution of AI-powered customer experience. You'll lead the team responsible for Brex's AI customer service platform - optimizing instruction sets, driving quality, and expanding AI across chat, voice, and email. You'll also own the internal side of the equation: building and deploying AI-powered tools that give Brex's CX team a measurable productivity edge - from agent-assist and real-time guidance to QA automation and workflow tooling. You'll own the metrics that matter on both sides, define what "great" looks like for AI performance, and partner with Product and Engineering to shape the roadmap. This is not a research or strategy-deck role. You'll build, ship, and iterate on systems that make Brex's CX the best support on the planet - and lead the team that makes it happen.

Where you'll work

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. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

Customer-facing
  • Lead the CX Strategy team, setting direction, developing team members, and aligning priorities to CX and company goals.
  • Collaborate with CX leaders to drive performance metrics: resolution rate, CSAT, quality, resolution time, escalation rates, etc. Monitor the results and drive improvement when targets aren't met.
  • Own the CX AI roadmap from opportunity discovery through implementation - prioritize where AI can improve efficiency and customer experience, and sequence investments that compound over time.
  • Collaborate with Systems and Engineering to drive CX AI performance - instruction set optimization, channel expansion (chat, voice, email), containment quality, and escalation handling, etc.

Internal AI tools & team productivity
  • Define the standard for what an AI-augmented CX team looks like at Brex: how AI agents and human operators divide and conquer, where handoffs happen, and how to maintain customer experience quality as automation scales.
  • Own the development and deployment of internal AI tools that make Brex's CX team faster, more accurate, and more consistent - including agent-assist tooling, real-time guidance systems, QA automation, and workflow-level automations.
  • Partner with Engineering, Data, and Product Ops to build and maintain the AI infrastructure underneath these tools - knowledge reliability, shared workflows, and feedback loops that improve both customer-facing and internal AI systems over time.
  • Measure internal AI adoption and impact: track agent productivity, time-to-resolution improvements, QA automation rates, and coaching effectiveness. Close the loop between data and iteration.

Cross-functional & leadership
  • Partner cross-functionally with CX Leadership, Strategy & Enablement, Product, Engineering, and Data to scope, build, and launch AI improvements. Represent CX in EPD conversations with a point of view grounded in customer outcomes and operational metrics.
  • Drive internal AI adoption - ensure the CX team is equipped with the training, workflows, and confidence to work alongside AI effectively.
  • Communicate AI performance and strategy to CX leadership and executive stakeholders; translate data into clear narratives that drive decisions.

Requirements
  • 4+ years in CX strategy, AI operations, product operations, or a related function at the intersection of technology and customer experience - ideally in a fast-paced tech or fintech environment
  • 1+ years managing or developing a team of 4+ ICs, with a track record of setting direction, developing people, and delivering results
  • Proven experience owning and improving AI or automation initiatives in a support environment - from opportunity analysis through rollout and iteration, with measurable outcomes
  • Product-minded builder: equally comfortable writing a requirements doc, configuring a platform, and partnering with Engineering to ship something net-new. You don't wait for a product team to build what your customers need
  • Strong analytical skills: comfortable digging into conversation data, contact driver analysis, and AI performance metrics to turn raw signal into smart decisions
  • Technical fluency with AI-enabled CX platforms and the ability to ship directly or partner confidently with Engineering and Product to make automation work at scale
  • Clear, direct communicator - you write with precision, translate between technical and non-technical audiences, and know how to make a data story land with leadership
  • Proven cross-functional collaboration skills - you've worked across CX, Product, Engineering, and Data to drive customer-centric improvements

Bonus Points
  • Hands-on experience with Sierra or comparable AI voice/chat/email platforms in a customer-facing environment
  • Background in fintech, financial services, or enterprise SaaS
  • Experience building or owning QA and eval frameworks for AI systems
  • Experience building internal productivity tooling or agent-assist systems - whether through third-party configuration, prompt engineering, or partnering with Engineering to ship net-new tools
  • Familiarity with product knowledge infrastructure - how content is structured, maintained, and surfaced to AI systems at scale
  • Experience translating AI operational learnings into product feedback that influenced roadmap decisions

Compensation

The expected salary range for this role is $141,928 - $177,410. However, the starting base pay will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

About Brex Inc

Brex is a financial services company that offers credit cards and cash management accounts to technology companies. Brex was founded in 2017 by Henrique Dubugras and Pedro Franceschi. The company is headquartered in San Francisco, California. Brex offers a credit card designed specifically for startups, which does not require a personal guarantee or deposit. The company also offers a cash management account that allows businesses to manage their finances in one place. Brex has raised over $300 million in funding from investors including Y Combinator, Peter Thiel, and Max Levchin.
Learn more about Brex Inc
Size
500 employees
Industry
Founded
2017

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