Banking Relationship Manager

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Work with existing card-only customers to upsell Brex's business account suite of products
• 2
  Assist in creating Security Account Control Agreements to provide higher credit limits to customers
• 3
  Manage accounts and develop strategic plans to drive adoption of Brex's products
• 4
  Engage with businesses at all points of the sales cycle, including prospecting and closing
• 5
  Focus on self-development with daily training and enablement
• 6
  Collaborate with cross-functional team members to drive revenue and AUM growth

RequirementsAI-extracted

• 3+ years of outbound sales experience in financial services, fintech, or with early-stage companies
• Excellent communication skills to drive conversations with Executive C-Suite decision makers
• Experience carrying quota and a proven track record of hitting and exceeding quotas
• B.A or B.S degree from a 4-year university
• Typically: Series 7 & 63 license or ability to obtain

Perks & BenefitsAI-extracted