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Strategic Customer Success Manager

2 months ago


Salt Lake, Utah, United States Brex Full time
Sales at Brex

The Sales division is pivotal in driving revenue for Brex. Each team member plays a crucial role in influencing our financial outcomes. Our focus is on generating new leads, acquiring fresh clientele, and enhancing relationships with existing customers. We cultivate a cohesive culture that celebrates significant achievements daily and recognizes individual contributions on a weekly and monthly basis.

Our Customer Success team is dedicated to ensuring that all clients achieve their desired results with Brex's comprehensive suite of financial services and software.

Key Responsibilities

As a Scaled Customer Success Manager II, you will utilize technology and established processes to support our clients on a large scale.

Your goal is to ensure a seamless experience with Brex, which involves developing strategies to expand and retain their business, addressing their inquiries, and proactively reaching out to guarantee their needs are met.

As an early member of this role, you will be innovative and adaptable, contributing to the development of a world-class scaled Customer Success program.

You will engage with a mix of low-touch and high-touch clients, employing data, technology, and standardized playbooks to deliver business value.

Ultimately, by the end of each subscription period, clients should be able to articulate the return on investment they have gained from Brex due to your outreach and insights.

Responsibilities Include:

  • Independently formulate strategies to retain and grow Brex clients.
  • Utilize Customer Success and marketing automation platforms to engage with clients at scale.
  • Contribute to and evaluate scaled playbooks and engagement tactics.
  • Proactively identify and address potential risks.
  • Monitor accounts through cases, product usage dashboards, account health indicators, and customized alerts.
  • Ensure clients maintain adequate credit limits.
  • Proactively reach out to clients based on predefined criteria.
  • Collaborate closely with the Dedicated Support team to resolve client issues promptly.
  • Advocate for the customer’s voice within Brex, identifying trends and providing feedback on enhancing service delivery.
  • Possess specific industry or product knowledge relevant to the Brex client group you support.
Requirements:

  • A minimum of 3 years of experience in customer-facing or marketing roles.
  • Comfortable interacting with a high volume of clients at various stages of the customer lifecycle.
  • Experience in a SaaS or Fintech environment.
  • A passion for working with clients to help them achieve their objectives.
  • A creative self-starter who understands clients, their use cases, and how to be a trusted partner.
  • A proven track record of building relationships and business with external and internal stakeholders.
  • Comfortable presenting innovative ideas and challenging existing norms.
  • A Bachelor’s degree or equivalent qualification.
Bonus Points:

  • Experience leading live webinars and workshops.
  • Experience in creating successful email outreach initiatives.
Compensation:

The expected OTE range for this position is $112,000 USD - $140,000 USD.

The starting salary will be influenced by various factors, including the candidate's location, skills, experience, market demands, and internal pay parity.

The OTE figure includes base salary and commissions, which may vary based on performance.

Depending on the role, equity and other forms of compensation may be included in the total compensation package.