Implementation Consultant III, Financial Saas

Brex; Salt Lake City (UT); Hybrid; USD 128,000 - 161,000; Full time

Job summary

Join a forward-thinking company as an Implementation Consultant III, where you'll lead customer onboarding for an innovative AI-powered spend platform. This role involves managing global enterprise implementations, collaborating with diverse teams, and enhancing customer experiences. You'll leverage your extensive experience in SaaS and consulting to drive business value and transform expense management. With a commitment to employee development and a dynamic work environment, this position offers a unique opportunity to make a significant impact while growing your career in a supportive culture.

Qualifications

• 8+ years in a customer-facing role within SaaS or consulting.
• 5+ years in global project management or consulting.

Responsibilities

• Guide customers to successfully launch and adopt Brex, driving business value.
• Manage global enterprise implementations, including planning and tracking.

Skills

Customer-facing role in SaaS

Global project management

Accounts Payable expertise

Strong communication skills

Collaborative problem-solving

Process development

Tools

Financial software

Expense Management software

ERP software

Job description

Implementation Consultant III, Financial SaaS

Join us as an Implementation Consultant III, Financial SaaS at Brex.

About Brex

Brex is an AI-powered spend platform that helps companies manage their expenses confidently through integrated corporate cards, banking, and global payments, along with intuitive software for travel and expenses. Our platform is trusted by thousands of companies, from startups to large enterprises like DoorDash, Flexport, and Compass, to control spend, reduce costs, and enhance efficiency globally.

Working at Brex means challenging the status quo, collaborating with talented professionals, and growing your career in a diverse, inclusive environment that empowers your potential.

Role Overview

The Implementation team focuses on onboarding new and existing customers to Brex products, ensuring a seamless and engaging experience. We are committed to transforming expense management into a more employee-focused process, working collaboratively across teams to deliver exceptional service and turn booked revenue into billed revenue.

Location

This position is based in Salt Lake City. You are required to work in the office at least two days a week (Wednesday and Thursday). Remote work is permitted up to four weeks annually.

Key Responsibilities

• Guide customers to successfully launch and adopt Brex, driving business value.
• Manage global enterprise implementations, including planning, stakeholder mobilization, and activity tracking.
• Conduct design workshops and develop strategies to increase spending activity during implementation.
• Configure and validate the platform to meet customer needs.
• Integrate customer’s accounting software with Brex or coordinate with Technical Consultants.
• Manage customer relationships, set expectations, and resolve challenges.
• Build relationships with stakeholders at all levels.
• Collaborate with internal teams for a smooth customer experience.
• Stay updated on product changes and provide feedback for future development.
• Prioritize multiple customer relationships effectively.
• Support partner-led solutions and global change management initiatives.

Minimum Requirements

• 8+ years in a customer-facing role within SaaS or consulting.
• 5+ years in global project management or consulting.
• 5+ years of domain expertise in areas like Accounts Payable, Expense Management, etc.
• Experience in process development benefiting customer outcomes.
• Strong communication skills and ability to provide tailored solutions.
• Proven ability to resolve issues collaboratively.
• Sense of urgency in project execution.

Preferred Qualifications

• Experience with Financial, Expense Management, or ERP software implementations.

Compensation

The salary range is $128,800 - $161,000 USD, with variations based on location, skills, and experience. Additional benefits may include equity and other compensation forms.

Additional Details

Role level: Mid-Senior. Employment type: Full-time. Job functions: Finance and Sales.