Implementation Consultant I - Onboarding & Adoption

WinsAbove; New York (NY); Hybrid; USD 91,304 - 114,130; Full time

Benefits offered by this job

Hybrid work model

Remote work up to 4 weeks/year

Job summary

Brex is seeking an Implementation Consultant I to guide small to mid-sized customers through onboarding on Brex Empower. You will develop product knowledge, sharpen project management skills, and lay the foundation for a career in implementation consulting.

Based in our New York City office in a hybrid setup, you will coordinate meetings, support configuration needs, and help customers go live with confidence. This role emphasizes teamwork, clear communication, and hands-on problem solving.

Qualifications

• 2+ years in a customer-facing SaaS role.
• Experience with project coordination or structured implementation.
• Strong communication with customers and internal teams.
• Ability to work across technical and non-technical workstreams.
• Organized and detail-oriented with urgency to complete tasks.
• Collaborative, cross-functional mindset.

Responsibilities

• Organize and facilitate customer meetings by managing agendas, capturing notes, tracking action items, and setting clear expectations throughout the implementation lifecycle.
• Support customers in understanding their business needs and configuring Brex to address them, translating basic requirements into product configurations with guidance.
• Manage straightforward stakeholder communication and assist with timelines and deliverables to keep implementations on track.
• Assist with spend migrations and support end user adoption during deployment, helping customers feel confident and prepared for go-live.
• Introduce integration concepts to customers, provide relevant guides for connecting Brex with external systems, and engage Technical Consultants for more complex integration or troubleshooting needs.
• Coordinate handoffs between AE/CSE and CSM, providing basic documentation to ensure continuity of the client relationship.
• Deliver standard change management templates to customers in preparation for go-live, and lead training sessions with supervision as needed.
• Collaborate within the Implementation team and contribute feedback on the client experience when asked, supporting process improvements over time.

Skills

Customer-facing

SaaS

Project coordination

Structured implementation

Communication

Cross-functional collaboration

Job description

Brex is seeking an Implementation Consultant I to guide small to mid-sized customers through onboarding on Brex Empower. You will develop product knowledge, sharpen project management skills, and lay the foundation for a career in implementation consulting.

Based in our New York City office in a hybrid setup, you will coordinate meetings, support configuration needs, and help customers go live with confidence. This role emphasizes teamwork, clear communication, and hands-on problem solving.