Banking Specialist

Triwill Group; San Francisco, Northern (CA, KY); Hybrid; USD 133,000 - 166,000; Full time

Benefits offered by this job

Series 7 & 63 license

Familiarity with Gong, Salesforce, and

Job summary

Brex, based in San Francisco, seeks a Banking Specialist on the new Banking Team. Hybrid work with in-office days and remote options. You will upsell the business account suite, manage accounts, and drive total AUM through strategic cross-functional collaboration.

You will partner with founders and executives to expand adoption, navigating a full sales cycle from prospecting to closing, with a strong emphasis on quota attainment and growth in a fast-paced fintech environment.

Qualifications

• 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.

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.

Skills

Outbound sales

Quota attainment

Communication

Fintech experience

Client relations

Education

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

Tools

Gong

Salesforce

Outreach

Job description

Why join us

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. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world’s best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

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

Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

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.

Where you’ll work

This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

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. 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.