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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.

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.

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 exceeding quotas
  • B.A or B.S degree from a 4-year university

Bonus points:

  • Series 7 & 63 license (active or able to be re-activated)
  • Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.

Compensation: The expected OTE range for this role is USD $132,888 – $166,110.

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