Banking Relationship Manager

Brex; San Francisco (CA); On-site; USD 144,000 - 175,000; Full time

Job summary

A leading fintech company seeks a Banking Specialist to upsell business account products and partner with executives to drive revenue growth. Ideal candidates are expected to have at least 3 years of outbound sales experience in financial services. Responsibilities include managing accounts, developing strategic plans, and engaging with customers during the sales cycle. The role offers competitive compensation, including a base salary and commissions.

Qualifications

• 3+ years of outbound sales experience in financial services, fintech, or with early stage companies.
• Active Series 7 & 63/65 license or able to be re-activated.
• Proven track record of hitting and exceeding quotas.

Responsibilities

• Work with existing customers to upsell business account products.
• Manage accounts and engage with businesses throughout the sales cycle.
• Develop strategic plans to drive product adoption and revenue growth.

Skills

Outbound sales experience

Excellent communication skills

Strategic account management

Education

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

Job description

Why join us

Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises — including DoorDash, Flexport, and Compass — use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Sales at Brex

The Sales team is the driving factor behind revenue for Brex. Every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. We have a unified culture recognizing big wins daily and celebrating individual accomplishments weekly and monthly. We make sure that top performers are recognized and have built a competitive environment to keep the team motivated and unified.

What you’ll do

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. As a foundational member of the team, you will work closely with our customers to upsell our checking, treasury, and sweep products to ultimately increase total AUM for Brex, a pivotal opportunity for Brex's overall growth.

You will have the opportunity to work with all sizes of companies, ranging from small startups that are just starting to scale, all the way up to large mid‑market and enterprise customers.

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

• Series 7 & 63/65 license (active or able to be re‑activated)
• 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

Compensation

The expected OTE range for this role is $144k - $175k. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here 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.

Please be aware, job‑seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.