Banking Relationship Manager

brex· 28 open roles

San Francisco, CA On-siteFull-time3 weeks ago

Salary

Undisclosed

Experience

Mid

Job Type

Full-time

Posted

3 weeks ago

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About This RoleAI processing…

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. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Key Responsibilities

1
Work with existing card only customers to upsell our business account suite of products (checking/treasury/sweep)
2
Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits to our customers
3
Become trusted account advisors by managing accounts and being strategic in both inbound and outbound sales
4
Engage with businesses at all points of the sales cycle - including prospecting, product demonstrations, onboarding, and closing
5
Develop strategic plans with cross-functional team members to drive adoption of our products, more AUM, and higher revenue for the company
6
Focus on self-development with daily training and enablement
7
Work closely with Account Executives, Relationship Managers, Customer Success, and Client Sales to bring in referrals

Requirements

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