Brex · 7 hours ago
Technical Consultant
Salt Lake City, UT
Full-time
Hybrid
Entry, Mid Level
$90K/yr - $112K/yr
2+ years expBrex is an AI-powered spend platform that helps companies manage their spending confidently. The Technical Consultant role focuses on guiding customers through the integration implementation process, ensuring a smooth transition to Brex's services and providing ongoing support for their long-term success.
BankingCredit CardsFinancial ServicesFinTech
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
Qualification
Required
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 escalate for guidance
Preferred
HRIS/SSO subject matter expert
Accounting or Finance background
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
2025-12-24
2025-12-12
2025-12-12
Company data provided by crunchbase