Brex Inc

Sales Account Manager II

Brex Inc • $132K — $166K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in customer-facing roles managing a book of business
  • Proven track record of meeting retention and expansion quotas
  • Ability to independently manage the full commercial cycle
  • Experience engaging with economic buyers and executives in complex accounts
  • Fluency in financial terminology and experience with financial technology ecosystems
  • Strong business acumen tailored for CFOs and finance teams
  • Analytical skills to interpret product usage data and implement strategies
  • Demonstrated success in cross-functional collaboration

Responsibilities

  • Strategically manage a high-value portfolio of 100-130 accounts for revenue retention and growth
  • Serve as the main commercial contact for clients, ensuring ongoing value from Brex
  • Actively identify and drive expansion opportunities tied to client outcomes
  • Conduct complex negotiations involving multiple products and terms
  • Collaborate with internal teams to balance customer needs and business goals
  • Revitalize at-risk accounts by addressing objections and competitive pressures
  • Mentor junior account managers and share best practices

Benefits

  • Hybrid work environment with a minimum of three office days per week
  • Up to four weeks of fully remote work allowed per year
  • Opportunity for professional development mentorship
  • Engagement with high-value clients and complex accounts
  • Access to a dynamic, rapidly growing tech company culture
Full Job Description
What you'll do

As an Account Manager II, you'll strategically own a book of our higher-value, more complex customers and carry the number for net revenue retention and expansion across it. You'll operate as a commercial advisor rather than a support contact: multi-threading into economic buyers and finance executives, leading complex multi-product negotiations, and structuring deals that hold up over multiple years.

Roughly 70% of your time goes to commercial execution and growth, and the other 30% to driving the product adoption that makes expansion durable. You'll also be a force multiplier on the team, mentoring earlier-career AMs and helping set the standard for how the account management motion runs at Brex.

Where you'll work

This role will be based in our 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
  • Strategically own a book of higher-value, more complex accounts, typically 100 to 130 accounts, and drive net revenue retention and expansion across it
  • Serve as the primary commercial point of contact for your customers, ensuring Brex is an essential part of how they operate
  • Act as a commercial advisor: multi-thread into economic buyers and executive stakeholders, from Controller up to CFO, tailoring your communication and value framing to each audience
  • Drive revenue by proactively identifying expansion opportunities and tying Brex's value to measurable business results, including running structured discovery, building business cases, and creating commercial proposals
  • Lead complex, multi-product negotiations and structure deals across pricing, terms, and multi-year commitments, partnering with Risk, Underwriting, Legal, and Deal Desk to balance customer needs with revenue impact
  • Own large expansion and cross-sell motions in partnership with Sales and Solutions Engineering
  • Turn churn-risk accounts around, handling objections and competitive pressure with ease, and flag risks early with a recommended plan of action
  • Build and deliver quarterly business reviews that tie product value to commercial outcomes, ROI, and expansion
  • Forecast with high accuracy and maintain rigorous pipeline, CRM, and deal hygiene in Salesforce
  • Consistently meet or exceed retention and expansion quota each quarter
  • Deeply understand each customer's workflows, accounting processes, and financial priorities to uncover pain points and steer stakeholder dynamics toward full adoption
  • Champion adoption strategies across the Brex platform, spanning cards, spend management, bill pay, travel, and banking, so expansion is durable rather than one-time
  • Mentor junior AMs through coaching, deal shadowing, and best-practice sharing

Requirements
  • 4+ years of experience in customer-facing roles managing a book of business, owning account health, executive relationships, renewals, and expansion strategy
  • Track record of carrying and consistently hitting a retention and expansion quota, with accurate forecasting
  • Demonstrated ability to run the full commercial cycle independently across renewals, upsells, and cross-sells, including business case building, negotiation, and closing
  • Experience multi-threading into economic buyers and executive stakeholders on complex accounts
  • Fluency in the language of modern finance, demonstrated through hands-on experience with the ecosystem of financial technology, including ERPs, spend management platforms, or AP automation tools
  • Experience and comfort interacting with a high volume of customers at different stages of the customer lifecycle
  • Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams
  • Ability to analyze product usage data, detect important insights and trends, and implement change based on those insights
  • Demonstrated success in cross-functional collaboration and leading or influencing internal roadmaps based on customer needs
  • Coachability and grit, with an interest in growing your sales career and mentoring others
  • Bachelor's degree; finance, business, or related fields

Bonus points
  • You understand the bigger picture of customer value
  • Experience in this or a similar role within a rapidly expanding start-up
  • You are energized by building relationships across a wide range of levels and roles
  • Experience in the credit card management space, including understanding limits, rewards, and underwriting
  • Background in corporate accounting or financial systems
  • Familiar with sales tools like Gong, Salesforce, and others
  • Series 7 license

Compensation

The expected OTE range for this role is $132,888 - $166,110 USD. 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.

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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