Technical Consultant I

Brex; California (MO); Hybrid; USD 101,000 - 127,000; Full time

Job summary

Brex is seeking a Technical Consultant for a hybrid role in San Francisco. You will own end-to-end customer integrations, translating business requirements into effective configurations for ERP systems like QuickBooks Online, NetSuite, and Xero. You will lead meetings, guide customers to go-live, and collaborate with Product/Engineering to drive ongoing improvements. Strong communication and 2+ years of customer-facing experience are required.

Qualifications

• 2+ years in a customer-facing role with accounting-system implementations.
• Expertise in General Ledger, Accounts Payable, Expense Management, HRIS.
• Strong project-management skills to own timelines and deliverables.
• Ability to translate business requirements into product configurations.
• Excellent communication to explain technical concepts to non-technical stakeholders.
• Collaborative problem-solving across teams and escalation when needed.

Responsibilities

• Own the successful integration of customer systems with Brex, guiding end-to-end implementation including ERP integrations.
• Act as the primary technical advisor for customers, applying ERP and business process knowledge to configure optimal setups.
• Lead project meetings and calls, set expectations, and capture detailed notes to drive go-live.
• Contribute to customer enablement by creating and refining training materials and Help Center content.
• Translate customer needs into actionable insights for Product and Engineering teams.
• Share project learnings to improve internal processes and collaboration.

Skills

Customer-facing

Project management

Requirements mapping

Communication

Collaboration

Technical advisory

Tools

QuickBooks Online

NetSuite

Xero

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.

What you’ll do

As a Technical Consultant, you'll take ownership of the integration implementation for our customers, guiding them from kickoff to go-live. You will be responsible for translating a customer’s business requirements into an effective product configuration, solving challenges, and providing best practices related to Brex Integrations. Ultimately, you'll ensure that customers are equipped with the necessary knowledge to feel confident with their integrations, setting them up for long-term success.

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

• Own the successful integration of customer systems with Brex, managing the end-to-end implementation for systems like NetSuite, Sage Intacct, and QuickBooks to ensure a smooth and effective launch.
• Act as the primary technical advisor for your customers, applying your knowledge of ERP architecture and business processes to guide them toward an optimal integration setup.
• Lead project meetings and technical calls with customers, setting clear expectations, capturing detailed notes, and driving the project forward from kickoff to go-live.
• Contribute to customer enablement by helping create and refine training materials and Help Center content, empowering users and helping to minimize future escalations.
• Serve as the voice of the customer to our internal teams, translating their needs and feedback into actionable insights for our Product and Engineering partners.
• Actively contribute to the Integration team's collective knowledge, sharing insights from your projects and collaborating with peers to solve challenges and enhance our internal processes.

Requirements

• 2+ years of experience in a customer-facing role, with direct experience implementing or configuring accounting systems like QuickBooks Online, NetSuite, or Xero.
• Functional expertise in key accounting and finance areas, including General Ledger, Accounts Payable, Expense Management, and HRIS.
• Strong project management skills, with the ability to own deliverables, track timelines, and drive straightforward projects to successful completion.
• Experience translating basic business requirements into product configurations and providing solutions that meet immediate customer needs.
• Excellent communication skills, with a proven ability to explain technical concepts to non-technical stakeholders and manage customer expectations.
• A collaborative approach to problem-solving, with experience working across teams to resolve issues and a demonstrated ability to recognize when to elevate for guidance.

Bonus Points

• HRIS/SSO subject matter expert
• Accounting or Finance background

Compensation

The expected salary range for this role is $101,248 - $126,560. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Brex LLC is a wholly owned subsidiary of Capital One, N.A.