Talent.com
Enterprise Implementation Consultant, Financial Saas
Enterprise Implementation Consultant, Financial SaasBrex • San Francisco, CA, United States
Enterprise Implementation Consultant, Financial Saas

Enterprise Implementation Consultant, Financial Saas

Brex • San Francisco, CA, United States
13 days ago
Job type
  • Full-time
Job description

Overview

Enterprise Implementation Consultant, Financial Saas. Brex is the AI-powered spend platform helping companies spend with confidence with integrated corporate cards, banking, and global payments, plus software for travel and expenses. Tens of thousands of companies—from startups to enterprises—use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.

Implementation at Brex transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, blending customer empathy, project management, technical expertise, process design, and change management. We take ownership of our customers\' long-term success and set them up to be with Brex for life. As strategic advisors, we build trust, drive solutions, deliver results fast, and work cross-functionally to make adoption seamless for customers.

What You’ll Do

  • Serve as a strategic advisor to our largest customers, guiding them through a successful launch of the Brex platform.
  • Act as a hybrid coach, project manager, and product expert to drive broad product adoption, deliver ongoing business value, and help customers transform their financial workflows.

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 two coordinated days in the office per week, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work.

Responsibilities

  • Lead and project manage end-to-end global enterprise implementations and launches, including scoping customer outcomes, creating project plans, mobilizing stakeholders, configuring and testing the platform, and overseeing accounting software integrations.
  • Serve as a strategic consultant by working closely with customers to discover business needs, lead design workshops, and coach them on how to best use Brex to solve challenges.
  • Drive customer success and adoption by developing strategies to ramp up spending activity and providing global change management planning for communications, training materials, and execution.
  • Manage and cultivate customer relationships by building multi-threaded connections from senior leaders to day-to-day stakeholders, managing expectations, and delivering solutions to challenges.
  • Act as a cross-functional partner within the Brex account team, collaborating with Sales, Customer Success, and Partnerships to deliver a smooth customer experience and align on partner-led solutions.
  • Influence product development by adapting quickly to product changes and communicating them strategically to stakeholders, providing a voice into future product roadmap iterations.
  • Build and execute a prioritization strategy for managing multiple high-touch customer relationships effectively.
  • Required qualifications

  • Deep expertise in the Travel & Expense (T&E) industry with at least 3+ years of hands-on domain experience. Preference for experience implementing T&E SaaS solutions.
  • A strong professional background with 4+ years in a customer-facing role (preferably in SaaS or consulting) and 4+ years of global project management or consulting experience.
  • Ability to lead complex customer engagements and manage both technical and non-technical workstreams.
  • Exceptional communication and problem-solving skills with a proven ability to resolve cross-functional issues and deliver creative, customized solutions.
  • A track record of building customer-centric processes and a strong sense of urgency to drive projects to completion and achieve business outcomes.
  • Bonus points

  • Hands-on implementation experience with Financial, Expense Management, or ERP software.
  • Additional domain expertise in General Ledger, Accounts Payable, Accounts Receivable, Billing, Procurement, or Corporate Card Program Management.
  • Compensation

    The expected salary range for this role is $145,544 - $181,930 USD. Starting base pay depends on location, skills, experience, market demands, and internal pay parity. Depending on the position, equity and other forms of compensation may be provided as part of total compensation.

    Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

    #J-18808-Ljbffr

    Create a job alert for this search

    Implementation Consultant • San Francisco, CA, United States

    Related jobs
    Oracle EBS R12 Consultant

    Oracle EBS R12 Consultant

    Procyon TS • San Francisco, CA, United States
    Full-time
    Application Developer - Oracle EBS R12 Consultant.San Francisco, CA or Dallas, TX (Hybrid, 2 days onsite).Expertise in Oracle Financials - Payables as a Functional Consultant.Must be highly knowled...Show more
    Last updated: 6 days ago • Promoted
    ERP Financials Architect & Product Consultant

    ERP Financials Architect & Product Consultant

    mindworks • San Francisco, CA, United States
    Full-time
    A leading ERP technology company in San Francisco is seeking an experienced ERP Technical & Product Consultant (Financials) to lead functional design and implement core ERP financial modules.This r...Show more
    Last updated: 5 days ago • Promoted
    PLM Implementation Consultant

    PLM Implementation Consultant

    3 HTi, LLC. • San Francisco, CA, United States
    Full-time
    HTi, LLC is a privately held systems integrator / PTC Platinum reseller that is the Global Leader for Digital Transformation of the Manufacturing Enterprise. We provide technology platforms and ente...Show more
    Last updated: 30+ days ago • Promoted
    Principal Solutions Consultant, Enterprise

    Principal Solutions Consultant, Enterprise

    Ramp • San Francisco, CA, United States
    Full-time
    Principal Solutions Consultant, Enterprise.Join to apply for the Principal Solutions Consultant, Enterprise role at Ramp. At Ramp, we’re rethinking how modern finance teams function in the age of AI...Show more
    Last updated: 30+ days ago • Promoted
    Oracle EBS R12 Consultant

    Oracle EBS R12 Consultant

    Kaav Inc. • San Francisco, CA, United States
    Full-time
    Application Developer - Oracle EBS R12 Consultant.San Francisco, CA or Dallas, TX (Hybrid, 2 days onsite).Expertise in Oracle Financials - Payables as a Functional Consultant.Must be highly knowled...Show more
    Last updated: 6 days ago • Promoted
    Senior Professional Services Consultant — SaaS Implementations

    Senior Professional Services Consultant — SaaS Implementations

    Pendo • San Francisco, CA, United States
    Full-time
    A technology company is seeking a Professional Services Sr.Consultant to enhance customer success through effective engagement and technical solutions. You will leverage your extensive experience in...Show more
    Last updated: 1 day ago • Promoted
    Application Manager

    Application Manager

    META • Menlo Park, CA, United States
    Full-time
    Meta's Enterprise Products team is responsible for the productivity of Meta Employees.The team is seeking an experienced, insightful, forward-thinking Application Manager to identify, design and im...Show more
    Last updated: 11 days ago • Promoted
    CGP : Netsuite Implementation Consultant, CPA

    CGP : Netsuite Implementation Consultant, CPA

    Century Group • San Francisco, CA, United States
    Full-time
    Century Group is partnering with a client that is seeking an Accounting Implementation Consultant to assist their team.Exact compensation may vary based on skills, experience, and location.Expected...Show more
    Last updated: 16 days ago • Promoted
    Sr. Implementation Consultant

    Sr. Implementation Consultant

    Klaviyo • San Francisco, CA, United States
    Full-time
    At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair sh...Show more
    Last updated: 30+ days ago • Promoted
    Enterprise Performance Management (EPM) - Senior - Tech Consulting - Location Open

    Enterprise Performance Management (EPM) - Senior - Tech Consulting - Location Open

    EY • San Francisco, CA, United States
    Full-time
    Enterprise Performance Management (EPM) - Senior - Tech Consulting - Location Open.Enterprise Performance Management (EPM) - Senior - Tech Consulting - Location Open. At EY, we’re all in to shape yo...Show more
    Last updated: 30+ days ago • Promoted
    Enterprise Implementation Consultant, Financial Saas

    Enterprise Implementation Consultant, Financial Saas

    Brex Inc. • San Francisco, CA, United States
    Full-time
    Enterprise Implementation Consultant, Financial Saas#### San Francisco, California, United StatesEnterprise Implementation Consultant, Financial Saas • •Why join us • •Brex is the AI-powered spend plat...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio & Risk Analytics Implementation Specialist, Enterprise Services, Bloomberg Financial [...]

    Portfolio & Risk Analytics Implementation Specialist, Enterprise Services, Bloomberg Financial [...]

    CFA Institute • San Francisco, CA, United States
    Full-time
    Portfolio & Risk Analytics Implementation Specialist, Enterprise Services, Bloomberg Financial Solutions.Business Area : Sales and Client Service. Bloomberg is a global leader in business and financi...Show more
    Last updated: 30+ days ago • Promoted
    Senior Implementation Manager

    Senior Implementation Manager

    Pylon • Menlo Park, CA, United States
    Full-time
    The $13 trillion mortgage industry at the core of the American economy runs on broken assembly lines with human-powered workflows, stitched-together software, and a series of capital markets interm...Show more
    Last updated: 19 days ago • Promoted
    Senior Solutions Consultant, Enterprise HRIS & Integrations

    Senior Solutions Consultant, Enterprise HRIS & Integrations

    Trov • San Francisco, CA, United States
    Full-time
    A leading compensation platform provider in San Francisco is seeking a Solutions Consultant to bridge sales and customer success. The role requires a strong understanding of enterprise HRIS systems,...Show more
    Last updated: 2 days ago • Promoted
    Implementation Consultant

    Implementation Consultant

    OpenGov • San Francisco, CA, United States
    Full-time
    OpenGov is the leader in AI and ERP solutions for local and state governments in the U.More than 2,000 cities, counties, state agencies, school districts, and special districts rely on the OpenGov ...Show more
    Last updated: 30+ days ago • Promoted
    Implementation Consultant (San Francisco)

    Implementation Consultant (San Francisco)

    Levelpath • San Francisco, CA, United States
    Full-time
    We’re hiring a Post-Sales Implementation Consultant to lead enterprise onboarding and solution implementation through successful go‑live. You’ll act as both a trusted advisor & product expert, obses...Show more
    Last updated: 30+ days ago • Promoted
    Oracle EPM / Financial Planning Applications Consultant

    Oracle EPM / Financial Planning Applications Consultant

    Advantra Consulting Group • San Francisco, CA, United States
    Full-time
    Oracle EPM Consultant — Bay Area, CA (Local Only).Oracle EPM / Financial Planning Applications.Strong metadata governance & business rule scripting. Essbase operations (calc scripts, cubes, performa...Show more
    Last updated: 4 days ago • Promoted
    Implementation Consultant (San Francisco)

    Implementation Consultant (San Francisco)

    Planisware • San Francisco, CA, United States
    Full-time
    This range is provided by Planisware.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Planisware is a global provider of software solutions for p...Show more
    Last updated: 13 days ago • Promoted