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As a Client Development Representative (CDR) at Brex, you'll own customer engagement and expansion within an assigned book of existing customers.

You'll combine high-velocity outreach with consultative discovery to identify opportunities, align stakeholders, and deliver measurable customer and revenue outcomes.

This is an ideal role for someone building a sales career who enjoys developing customer relationships, navigating commercial conversations, and partnering cross-functionally to drive results.

Responsibilities:

  • Drive daily customer outreach across email, phone, and social channels to generate a qualified pipeline for expansion.
  • Serve as a primary point of contact for an assigned portfolio, helping existing customers get more value from Brex.
  • Identify and advance expansion opportunities by connecting Brex solutions to measurable business outcomes.
  • Lead structured discovery calls; develop commercial proposals and negotiate rewards, pricing, and other deal terms.
  • Develop a strong understanding of customer workflows, accounting processes, and financial priorities to uncover pain points and drive adoption.
  • Build relationships with finance stakeholders, from Controllers to CFOs; tailor value messaging, surface risks early, and recommend clear action plans.
  • Partner with Underwriting, Deal Desk, and internal account teams to balance customer needs with commercial impact.
  • Maintain rigorous forecasting, CRM hygiene, activity tracking, opportunity qualification, and proactive stakeholder communication.
  • Advocate for customers internally by sharing recurring feedback and insights that improve the product and customer experience.

Requirements:

  • 2+ years of customer-facing experience in sales, hospitality, customer service, or a related field.
  • Experience in a general sales role or demonstrated interest in building a sales career.
  • Strong urgency and adaptability in live customer conversations.
  • Excellent written and verbal communication skills, including the ability to clearly articulate Brex's value.
  • Demonstrated ability to collaborate cross-functionally and influence internal partners based on customer needs.
  • Coachability, resilience, and a growth mindset.
  • Bachelor's degree in finance, business, or a related field.

Bonus Points:

  • Experience managing a book of business, account health, executive relationships, renewals, expansions, or new-business acquisition.
  • Familiarity with finance workflows, ERPs, spend-management platforms, or AP automation tools.
  • Experience in fintech, payments, corporate accounting, financial systems, or credit-card management.
  • Knowledge of credit limits, rewards, and underwriting.
  • Experience working in a high-growth startup environment.
  • Comfort building relationships across seniority levels and functions.
  • Familiarity with tools such as Salesforce and Gong.
  • A track record of building creative processes, using AI to improve efficiency, or finding resourceful ways to deliver results.

The expected OTE range for this role is $82,535 – $92,852 USD.

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