Brex Inc

Relationship Manager

Brex Inc$181K — $226K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of experience in relationship management, particularly in startup or finance sectors.
  • Track record of exceeding sales performance in competitive environments.
  • Exceptional communication skills for diverse stakeholder engagement.
  • Proactive, results-oriented mindset with team collaboration capabilities.
  • Strong organizational skills capable of managing multiple priorities.
  • Analytical skills for informed decision-making based on data and metrics.
  • Deep understanding of the startup ecosystem.

Responsibilities

  • Manage a portfolio of around 200 startup companies as the primary contact for key financial leaders.
  • Monitor and analyze clients' financial health and growth to identify opportunities.
  • Maintain operational excellence with rigorous Salesforce hygiene and proficiency in relevant tools.
  • Drive revenue growth through proactive product expansion and client engagement.
  • Capture fresh capital during financing rounds to boost deposit acquisition efforts.
  • Implement competitive strategies to protect client relationships built on trust.
  • Collaborate cross-functionally to provide optimal client solutions and services.
  • Organize and host monthly client events to foster engagement and relationship building.

Benefits

  • Hybrid work environment with in-office and remote flexibility.
  • Minimum of three office days required each week for team collaboration.
  • Opportunity for up to four weeks of fully remote work each year.
Full Job Description
What you'll do

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.

Where you'll work

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 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
  • 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. The starting wage will depend on a number of factors including the candidate's location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

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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