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Jobs / Brex

Banking Relationship Manager

Brex·San Francisco, California, United Statesmid

In short

  • →Gestión de relaciones bancarias para startups y empresas en crecimiento en Brex.
  • →Vende productos de cuenta empresarial (cheques, tesorería, inversión) a ejecutivos de alto nivel.
  • →Puesto fundacional en un equipo nuevo con gran autonomía y potencial de crecimiento.

Fluency in English required

Apply on company site ↗Share on WhatsApp

In ~1 minute you get: who interviews you, the likely questions answered from your CV, and your CV tailored to this job. Free, no card.

The questions they'll ask you

1. ¿Cómo abordarías a un fundador de startup que solo usa tu tarjeta de gastos?

2. ¿Qué estrategia usarías para aumentar el AUM en un cliente con cuenta de cheques existente?

3. ¿Cómo estructurarías una demo de productos de tesorería para un CFO de empresa en crecimiento?

🔒 +7 more questions

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💵 USD · Remote · No visa

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What they ask for

  • ✓3+ años en ventas outbound en fintech o servicios financieros
  • ✓Experiencia comprobada cumpliendo cuotas
  • ✓Capacidad para hablar con C-Level y tomadores de decisiones
  • ✓Habilidades de comunicación y negociación avanzadas
  • ✓Experiencia con startups o empresas en etapa temprana
  • ✓Capacidad para trabajar de forma autónoma y con equipo multidisciplinario

Don't tick every box? That's normal — your free dossier shows your gaps and how to cover them in the interview.

Brex platformCRM (Salesforce)ZoomSlackGoogle WorkspaceMicrosoft OfficeSales Enablement ToolsFinancial ModelingSACA (Security Account ControlCash Covenants

Who should you write to at Brex?

Your free dossier identifies the people who'd interview you — their background, what they value, and how to reach out so you stand out before applying.

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 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. 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 Relationship Manager 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 Brex's 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 you'll 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) or Cash Covenants to provide higher credit limits to our customers • Become trusted account advisors by managing accounts and being strategic in both inbound and outbound sales • Engage with businesses at all points of the sales cycle - including prospecting, product demonstrations, onboarding, and closing • Develop strategic plans with cross-functional team members to drive adoption of our products, more AUM, and higher revenue for the company • Focus on self-development with daily training and enablement • 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 excee

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