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Enterprise Implementation Consultant, Financial Saas

Enterprise Implementation Consultant, Financial Saas

BrexSan Francisco, CA, United States
3 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.

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