Onboarding & Implementation Associate

United States Digital Space LLC; San Francisco (CA); Hybrid; USD 91,000 - 114,000; Full time

Benefits offered by this job

Hybrid work environment

Remote work up to 4 weeks/year

Office in San Francisco

Job summary

Brex is seeking an Implementation Consultant I on the Commercial team in San Francisco. This hybrid role combines in-office collaboration three days a week (Mon, Wed, Thu) with up to four weeks of remote work per year to support onboarding for Brex Empower customers.

You’ll organize meetings, translate business needs into product configurations, guide customers through the implementation lifecycle, and collaborate with cross-functional teams to ensure a successful go-live.

Qualifications

• 2+ years in a customer-facing role, ideally within a SaaS organization or consulting firm that delivers SaaS services.
• Some exposure to project coordination or structured implementation work.
• Strong communication skills, both with customers and internal stakeholders.
• Organized and detail-oriented, with a strong sense of urgency in driving tasks to completion.

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

Communication

Job description

Brex is seeking an Implementation Consultant I on the Commercial team in San Francisco. This hybrid role combines in-office collaboration three days a week (Mon, Wed, Thu) with up to four weeks of remote work per year to support onboarding for Brex Empower customers.

You’ll organize meetings, translate business needs into product configurations, guide customers through the implementation lifecycle, and collaborate with cross-functional teams to ensure a successful go-live.