Brex · 2 days ago
Implementation Consultant II
Salt Lake City, UT
Full-time
Hybrid
Mid Level
$106K/yr - $132K/yr
3+ years expBrex is an AI-powered spend platform that assists companies in managing their spending through integrated corporate cards and banking solutions. The Implementation Consultant II will guide customers in successfully launching and adopting the Brex platform, ensuring they derive maximum business value while managing relationships and project implementations effectively.
BankingCredit CardsFinancial ServicesFinTech
Responsibilities
Work closely with customers to discover their business needs and challenges and then coach them on the best ways to use Brex to solve them
Play an important role in scoping, consulting, implementing, and achieving customer outcomes with the Brex platform
Partner with customers & project manage implementations and launches including confirming the project plan, mobilizing stakeholders, and tracking activities through implementation
Follow best practices to drive spending activity during implementation
Configure, test, and validate the dashboard with the customer to ensure the product fits their needs and functions as intended
Oversee the integration of the customer’s accounting software with the Brex platform or partner with Technical Consultants to scope the proper solution
Manage the customer relationship and expectations, working diligently to provide solutions to any challenges
Work cross-functionally as a member of the Brex account team to deliver a smooth customer experience, including knowledge sharing and keeping our Sales and Customer Success partners informed on customer engagements
Adapt quickly to product changes and limitations, and communicate these strategically to stakeholders
Develop familiarity with the product roadmap and provide a supporting voice into future iterations of the product roadmap
Build and execute a prioritization strategy for managing multiple high-touch customer relationships
Provide change management planning to clients including guiding execution of their change management approach. Guide clients on their communication approach, training materials, and training execution
Qualification
Required
3+ years of relevant work experience in a customer-facing role, preferably within a SaaS organization or consulting firm that delivers SaaS services
2+ years of project management or consulting experience
Experience building processes and programs that benefit customer outcomes
Comfort-leading customer engagements that may contain both technical and non-technical work streams
Excellent communication skills, both with customers and within an organization
Demonstrated ability to provide customized solutions to a variety of customers
Ability to resolve issues and risks in a cross-functional and collaborative way
Strong sense of urgency in driving projects to completion while achieving the desired business outcomes
Preferred
Implementation experience in Financial, Expense Management, or ERP Software space
Domain expertise in any of the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, Travel, Procurement and Corporate Card Program
Benefits
Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
Company
Brex
Brex is a financial service and technology company that provides business credit cards and cash management accounts.
1001-5000 employees
H1B Sponsorship
Brex has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (53)
2022 (65)
2021 (70)
2020 (37)
Funding
Current Stage
Late StageTotal Funding
$1.7BKey Investors
CitiTiger Global ManagementDST Global
2025-01-13Debt Financing· $235M
2023-07-25Series Unknown
2022-05-18Series D
Leadership Team
Pedro Franceschi
Founder and CEO
James Reggio
Chief Technology Officer
Recent News
2026-01-05
2025-12-24
2025-12-12
Company data provided by crunchbase