Technical Consultant

• As a Technical Consultant, you’ll take ownership of the integration implementation for our customers, guiding them from kickoff to go-live
• You will be responsible for translating a customer’s business requirements into an effective product configuration, solving challenges, and providing best practices related to Brex Integrations
• Ultimately, you’ll ensure that customers are equipped with the necessary knowledge to feel confident with their integrations, setting them up for long-term success
• Own the successful integration of customer systems with Brex, managing the end-to-end implementation for systems like Net Suite, Sage Intacct, and Quick Books to ensure a smooth and effective launch
• Act as the primary technical advisor for your customers, applying your knowledge of ERP architecture and business processes to guide them toward an optimal integration setup
• Lead project meetings and technical calls with customers, setting clear expectations, capturing detailed notes, and driving the project forward from kickoff to go-live
• Contribute to customer enablement by helping create and refine training materials and Help Center content, empowering users and helping to minimize future escalations
• Serve as the voice of the customer to our internal teams, translating their needs and feedback into actionable insights for our Product and Engineering partners
• Actively contribute to the Integration team’s collective knowledge, sharing insights from your projects and collaborating with peers to solve challenges and enhance our internal processes

• Medical, dental & vision
• Generous vacation
• Spring Health & Calm
• Year-end company shutdown
• Milk Stork for nursing parents
• In-office days, lunches & offsites
• Commuter benefits
• 4 fully remote weeks
• Carrot Fertility benefits
• Generous parental leave

Functional expertise in key accounting and finance areas, including General Ledger, Accounts Payable, Expense Management, and HRISStrong project management skills, with the ability to own deliverables, track timelines, and drive straightforward projects to successful completionA collaborative approach to problem-solving, with experience working across teams to resolve issues and a demonstrated ability to recognize when to escape for guidance

Excellent communication skills, with a proven ability to explain technical concepts to non-technical stakeholders and manage customer expectations2+ years of experience in a customer-facing role, with direct experience implementing or configuring accounting systems like Quick Books Online, Net Suite, or Xero Experience translating basic business requirements into product configurations and providing solutions that meet immediate customer needsHRIS/SSO subject matter expert

Accounting or Finance background