Mid-Market Customer Success Manager

Role Summary

As a Mid-Market Customer Success Manager II, you will own a book of business composed of Brex’s growing customer base, working day‑to‑day with finance teams ranging from CFOs to accounting managers to ensure they unlock the full value of Brex’s solutions. You will develop deep proficiency in all aspects of Brex products and collaborate cross‑functionally with internal teams—including Implementation, Solutions, and Product—to create and execute account strategies that drive product adoption, minimize churn, and grow account value.

This role is based in the Vancouver office. It is a hybrid environment: a minimum of two coordinated days in the office per week (Wednesday and Thursday), transitioning to three days per week (Monday, Wednesday, Thursday) on February 2, 2026. Up to four weeks per year of fully remote work is also available.

• Develop deep expertise in Brex products to showcase customers how to become power users.
• Proactively manage an assigned book of accounts to drive customer adoption, value realization, and account growth.
• Act as a trusted advisor to finance stakeholders by providing guidance on spend management, credit policy, reconciliation workflows, and financial reporting automation.
• Build multi‑threaded relationships across functional areas (Finance, Procurement, AP, IT, and Security) to increase platform stickiness.
• Lead business reviews and financial health checks that demonstrate ROI and align executives.
• Identify and mitigate churn risks through data analysis, usage insights, and issue resolution.
• Partner with Sales, Product, Credit, Risk, and Operations to deliver a seamless customer experience and advocate for product improvements.
• Consistently meet or exceed quarterly key performance metrics, including customer engagement and GMV targets.

• 4+ years of experience in customer‑facing roles managing a book of business in a high‑growth startup.
• Deep fluency in modern finance, demonstrated through experience with ERPs, spend management platforms, or AP automation tools; corporate accounting or financial systems background is a significant asset.
• Comfortable interacting with a high volume of customers at different stages of the lifecycle.
• Passion for helping customers achieve their goals.
• Strong business acumen with a finance‑first mindset, able to speak the language of CFOs, controllers, and FP&A teams.
• Ability to synthesize product usage data and identify key insights and trends.
• Demonstrated success in cross‑functional collaboration and influencing internal roadmaps based on customer needs.
• Bachelor’s degree required; finance, business, or related fields preferred.

• You think in systems, not silos, and understand the bigger picture of customer value.
• You are energized by developing relationships across a wide range of levels and roles.

The expected OTE range for this role is $117,600 to $147,000. The starting wage depends on location, skills, experience, market demands, and internal pay parity. The OTE figure includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.