Banking Specialist

Why join us

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 worlds 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.

Sales at Brex

Sales is the growth engine at Brex We bring in new customers, expand existing relationships, and drive the company’s bottom line With unlimited territories and uncapped opportunity, your ambition sets the ceiling

We win together, celebrate often, and reward performance If you want to sell a category-defining product with real ownership, this is your team.

What you’ll do

As a Banking Specialist on our newly formed Banking Team, you will have the opportunity to partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to continue generating net-new revenue by optimizing their adoption of our business account suite of products

As a foundational member of the team, you will work closely with our customers to upsell our checking, treasury, and sweep products to ultimately increase total AUM for Brex, a pivotal opportunity for Brexs overall growth.

You will have the opportunity to work with all sizes of companies, ranging from small startups that are just starting to scale, all the way up to large mid-market and enterprise customers.

Where youll work

This role will be based in our San Francisco 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

Work with existing card only customers to upsell our business account suite of products (checking/treasury/sweep) Assist in creating Security Account Control Agreements (SACA)