Mid-Market Customer Success Manager at Brex | San Francisco

Why Join UsAt Brex, we are revolutionizing the way businesses manage their finances with our cutting-edge, AI-powered spend platform. Our integrated solutions include corporate cards, banking, and global payments, paired with intuitive software for travel and expense management. Our clientele ranges from startups to enterprises, including renowned names like DoorDash, Flexport, and Compass, all leveraging Brex to maintain control over their spending, reduce costs, and enhance efficiency on a global scale.Joining Brex means challenging yourself, redefining norms, and collaborating with some of the brightest minds in the industry. We are dedicated to fostering a diverse workforce and an inclusive culture. We believe in limitless potential and provide you with the tools, resources, and support necessary to propel your career forward.Sales at BrexThe Sales team is pivotal to Brex's revenue generation, with each member directly impacting our success. Our focus is on creating new opportunities, acquiring new customers, and strengthening relationships with existing clients. Our vibrant culture celebrates both team achievements and individual successes, ensuring top performers receive recognition in a competitive yet supportive environment.Your RoleAs a Mid-Market Customer Success Manager II, you will take ownership of a diverse portfolio of our expanding customer base. You will collaborate with finance teams, from CFOs to Accounting Managers, guiding them to fully realize the value of Brex's offerings. You will gain extensive knowledge of Brex products and engage cross-functionally with Implementation, Solutions, and Product teams. Your role will involve developing and executing account strategies that align with customers' business objectives, utilizing product insights, stakeholder engagement, and collaborative efforts to boost product adoption, minimize churn, and enhance account value.Work LocationThis position is based in our San Francisco office. We embrace a hybrid work model that balances the energy of the office with the flexibility of remote work. Currently, we require employees to be in the office at least two coordinated days per week (Wednesday and Thursday). Starting February 2, 2026, this will increase to three days in the office (Monday, Wednesday, and Thursday). Additionally, we offer up to four weeks of fully remote work each year!

Why Join UsAt Brex, we are revolutionizing the financial landscape with our intelligent finance platform that empowers businesses to spend wisely and operate efficiently across more than 200 markets. By seamlessly integrating global corporate cards and banking with innovative spend management, bill payment, and travel solutions, we enable founders and finance teams to streamline operations, achieve real-time visibility, and manage expenses effortlessly. Our AI-driven automation and exceptional service eliminate tedious expense and accounting tasks, allowing our clients to concentrate on their core objectives. Leading companies like DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek trust Brex for their financial needs.Joining Brex means pushing boundaries, challenging the norm, and collaborating with some of the brightest minds in the industry. We are dedicated to fostering a diverse and inclusive team culture, believing that your potential should only be constrained by the size of your ambitions. We empower you with the resources and support to advance your career.Sales at BrexThe Sales team is pivotal to Brex's revenue generation, with each member significantly impacting our success. We prioritize creating new opportunities, onboarding new customers, and strengthening relationships with existing clients. Our vibrant culture celebrates collective achievements and individual successes, ensuring that top performers are recognized in a competitive environment that motivates and unites the team.Your RoleAs a Mid-Market Client Sales Executive II, you will be crucial in driving revenue growth by engaging with existing Brex customers and exploring new business opportunities. This position will allow you to leverage your sales and relationship-building expertise alongside a strategic approach to identify opportunities and implement strategies to enhance card spending. You will collaborate with cross-functional teams and learn from seasoned professionals to expand your skill set and knowledge.Work EnvironmentThis role is based in our San Francisco office, which operates in a hybrid model, blending the energy of in-office collaboration with the flexibility of remote work. We require a minimum of three coordinated in-office days each week, specifically Monday, Wednesday, and Thursday. Additionally, you will enjoy the perk of up to four weeks of fully remote work each year!

The Role At Doppel, we are dedicated to fostering a workplace culture where every individual feels valued, supported, and empowered to contribute impactful work. We prioritize transparency, teamwork, and tackling genuine challenges for our clients and colleagues. We are seeking a dynamic Mid-Market Customer Success Manager to oversee and nurture a portfolio of rapidly growing customers, ensuring they derive significant value from Doppel’s innovative platform. In this role, you will be instrumental in driving customer adoption, retention, and growth while serving as a trusted advisor and champion for your clients. This position operates in a hybrid capacity out of our San Francisco office. Applicants must have authorization to work in the region. We are unable to sponsor visas at this time. What You Will Do Manage a portfolio of mid-market clients, establishing strong, trust-based relationships with key stakeholders. Guide clients through onboarding, adoption, and renewal processes to ensure consistent value realization. Proactively monitor account health, identify potential risks early, and implement strategies to reduce churn. Promote product adoption through effective training, enablement, and sharing of best practices. Collaborate with the Sales team to identify and capitalize on upselling and expansion opportunities. Lead client discussions, including business reviews that showcase impact, outcomes, and ROI. Efficiently manage a high-volume business portfolio using scalable processes and tools. Work cross-functionally with Sales, Product, and Operations to ensure a seamless customer experience. Collect and share customer feedback and insights to drive product and operational enhancements. What We Are Looking For 2–5+ years of experience in Customer Success, Account Management, or a related customer-facing role within the SaaS or cybersecurity industries. Proven ability to manage multiple accounts while effectively prioritizing and driving results. Exceptional communication and relationship-building capabilities with both technical and non-technical stakeholders. Experience in startup or small company environments characterized by rapid growth.

Why join usAt Brex, we are redefining the way businesses manage their spending. Our innovative AI-driven platform combines corporate cards, banking services, and global payment solutions with user-friendly software for travel and expenses. Tens of thousands of companies, from emerging startups to established enterprises like DoorDash, Flexport, and Compass, choose Brex to take control of their spending, cut costs, and enhance overall efficiency on a global level.Joining Brex means more than just a job; it's an opportunity to challenge yourself, innovate, and work alongside some of the brightest minds in the industry. We are dedicated to fostering a diverse and inclusive workplace, where your potential is only limited by your aspirations. We provide the tools, resources, and support necessary for you to advance your career.Finance at BrexOur Finance team is a strategic powerhouse at Brex, driving planning, forecasting, capital allocation, and ROI analysis. We collaborate closely with various teams across the organization to ensure we are aligned in our ambitious goals. Our focus is not merely on reporting outcomes; we actively shape them. If you are looking to make a significant impact on company direction and foster long-term value creation, this is the place for you.Where you’ll workThis position will be based in our San Francisco office. We operate in a hybrid work environment that blends the collaborative atmosphere of in-office work with the flexibility of remote work. Currently, we require at least two days in the office each week, specifically on Wednesday and Thursday. Starting February 2, 2026, this will increase to three days per week: Monday, Wednesday, and Thursday. Additionally, we offer up to four weeks of fully remote work each year!What you’ll doAs the Finance Manager for Commissions, you will play a pivotal role in driving our company’s success by developing and maintaining effective commission structures and payout systems for our sales and revenue teams. Your efforts will have a direct impact on the motivation and productivity of our salesforce, contributing to our growth objectives. You will collaborate with our dynamic finance team and work closely with senior leadership across various departments.We are looking for someone who is passionate about our business, possesses strong analytical capabilities, and demonstrates strategic thinking to enhance our commission processes as we expand. The ideal candidate will excel at addressing complex challenges and will thrive in a fast-paced environment.

Why join usAt Brex, we are revolutionizing the way businesses handle their finances with our AI-driven spend management platform. Our integrated solutions—ranging from corporate cards to banking and global payment systems—are designed to help companies, from startups to large enterprises, manage their spending with confidence. With clients like DoorDash, Flexport, and Compass, we empower organizations to control expenses, optimize costs, and enhance overall efficiency.Joining Brex means pushing boundaries, challenging norms, and collaborating with some of the most innovative minds in the field. We are dedicated to fostering a diverse and inclusive work environment, where your potential knows no limits. Here, you will find the support, resources, and opportunities needed to advance your career.Sales at BrexSales serves as the heartbeat of Brex, driving customer acquisition, expanding existing partnerships, and propelling our financial growth. With limitless territories and uncapped potential, your drive dictates your success. We celebrate achievements together and recognize outstanding performance. If you aspire to sell a transformative product and take ownership of your role, you’ll find your place with us.What you’ll doAs a member of the Startups Partnership team, you will be integral to our growth strategy, focusing on establishing and nurturing relationships within the Y Combinator ecosystem. Your mission will involve forging strong partnerships from the ground up, integrating new partners into our offerings, and consistently achieving targets by turning these connections into a reliable source of client referrals. If you are passionate about collaborating with founders at the startup stage and scaling impactful partnerships, this is your opportunity to make a meaningful difference in a rapidly evolving environment.Where you’ll workThis position is based in our San Francisco office, where we embrace a hybrid work model that balances the vibrant energy of in-person collaboration with the flexibility of remote work. We require a minimum of three coordinated days in the office each week: Monday, Wednesday, and Thursday. Additionally, enjoy the perk of up to four weeks of fully remote work each year!

Why join usAt Brex, we are revolutionizing the way businesses manage their finances with our AI-powered spend platform. Our integrated corporate cards, banking solutions, and global payment options empower companies—from ambitious startups to established enterprises like DoorDash, Flexport, and Compass—to spend confidently, optimize costs, and enhance efficiency on a global scale.Joining Brex means pushing the boundaries of innovation, challenging conventional wisdom, and collaborating with some of the brightest minds in the industry. We are dedicated to fostering a diverse and inclusive culture, believing that your potential should only be limited by your ambitions. Here, we equip you with the tools, resources, and support necessary to advance your career.Sales at BrexSales serve as the growth engine at Brex. We attract new customers, deepen existing relationships, and enhance the company’s profitability. With unlimited territories and uncapped opportunities, your drive defines your success. We celebrate our achievements together and recognize outstanding performance. If you’re eager to promote a category-defining product and take ownership of your role, you’ll thrive on our team.What you’ll doAs a Banking Specialist on our newly established Banking Team, you'll collaborate directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to generate new revenue by optimizing their use of our suite of business account products. As a key member of the team, you'll work closely with our customers to upsell our checking, treasury, and sweep products, significantly contributing to Brex’s overall growth by increasing total assets under management (AUM).Your role will involve engaging with a diverse range of companies, from emerging startups to large mid-market and enterprise clients.Where you'll workThis position is based in our San Francisco or New York City office. We operate in a hybrid work environment that blends the energy and networking opportunities of in-office work with the flexibility of remote work. Currently, we require a minimum of two coordinated days in the office per week, specifically on Wednesdays and Thursdays. Starting February 2, 2026, this will increase to three days—Monday, Wednesday, and Thursday. Additionally, we offer up to four weeks of fully remote work each year!

Role Overview Handshake is looking for a Mid-Market Customer Success Manager based in San Francisco, CA. This role focuses on helping mid-market clients get the most from Handshake’s services. Building strong client relationships and understanding each organization’s goals are key parts of the job. What You Will Do Guide clients through onboarding and help them become comfortable with Handshake’s platform. Maintain regular communication to understand client needs and priorities. Offer strategic recommendations and share best practices to support client success. Work to resolve challenges and ensure clients consistently see value from the partnership. What We Look For Experience working with mid-market customers or in a customer success role. Strong relationship-building and communication skills. Ability to solve problems and think strategically about client needs. Interest in helping clients achieve their goals with Handshake’s services.

Why join usAt Brex, we are revolutionizing the finance landscape by empowering companies to manage their finances with unparalleled efficiency. Our platform merges global corporate cards and banking with cutting-edge spend management, bill payment, and travel software, allowing founders and finance teams to accelerate their operations, maintain real-time visibility, and effortlessly control their spending. Our AI-driven automation and exceptional service remove the burden of manual expense and accounting tasks, enabling our clients to focus on what truly matters. We proudly support tens of thousands of leading companies, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.Joining Brex means pushing boundaries, challenging conventional thinking, and collaborating with some of the industry's brightest minds. We are dedicated to fostering a diverse team and an inclusive culture, where your aspirations are limited only by your imagination. We provide you with the tools, resources, and support necessary to advance your career.Legal at BrexThe Legal team plays a crucial role in supporting our company's responsible growth while advocating for Brex and the countless growing businesses we serve. We offer strategic advice and guidance across all Brex teams, ensuring we protect the company, manage risks, and represent Brex in external negotiations with partners and regulators. Navigating the complexities of the financial system in a highly regulated environment requires creativity and resourcefulness, and we welcome this challenge.Your RoleAs a Commercial Counsel at Brex, you will be an integral part of the Legal team, involved in negotiating and supporting revenue-generating agreements that empower Brex's sales, partnerships, and go-to-market strategies. You will also negotiate and provide counsel on vendor and procurement agreements, facilitating efficient and secure operations across the organization. Managing a high volume of commercial transactions, you will drive deal velocity while carefully navigating risk within a dynamic fintech landscape. You will offer clear and practical legal guidance on issues arising from commercial transactions and work closely with various teams, including sales, deal desk, partnerships, privacy, procurement, security, product, and engineering. Additionally, you will contribute to the ongoing development of Brex's commercial legal resources, such as playbooks, templates, policies, and workflows, enhancing consistency and supporting scalable growth. Throughout your work, you will balance risk management with business objectives and be a reliable partner to the business.Work EnvironmentThis position is based in our vibrant San Francisco office. We operate in a hybrid environment that combines remote and in-office work.

Why Join Our TeamAt Brex, we are revolutionizing the way businesses manage their spending with our AI-powered platform. Our integrated corporate cards, banking solutions, and global payment options, combined with intuitive travel and expense software, empower companies to spend confidently. From innovative startups to leading enterprises such as DoorDash, Flexport, and Compass, thousands of companies rely on Brex to effectively manage their expenses, reduce costs, and enhance operational efficiency on a global scale.Joining Brex means you are part of a team that encourages pushing boundaries, challenging norms, and collaborating with some of the industry's brightest talents. We are committed to fostering a diverse workforce and an inclusive environment where your potential is only limited by your aspirations. We provide you with the resources, tools, and support necessary for you to advance your career.Sales at BrexThe Sales team is the backbone of Brex’s revenue generation, with each member playing a crucial role in our success. Our focus is on creating new opportunities, acquiring fresh customers, and delivering value across our offerings. We celebrate individual and team achievements in a high-performance culture that prioritizes execution, transparency, and collaboration.Your RoleAs the Senior Manager of Mid-Market Sales, you will lead a dynamic team of 5–7 high-performing Account Executives dedicated to acquiring new customers. This team is already exceeding quotas, and your goal will be to elevate their performance further.This position is a hands-on leadership role that combines strategic planning with practical coaching. You will be responsible for hiring and developing top talent, establishing structured operational processes, and enforcing sales discipline to ensure consistent results. Your role will also involve scaling the team while fostering a culture of accountability, performance, and ownership. Collaborating with Marketing, Product, Enablement, and RevOps, you will work to eliminate barriers, enhance execution, and create a sustainable growth engine.Work EnvironmentThis position is based in our San Francisco or New York City office. You are expected to work in-office at least three days a week (Mondays, Wednesdays, and Thursdays), with the option to work remotely for up to four weeks per year, in one-week increments.

Position OverviewAt Bobyard, we are experiencing rapid growth, having more than doubled our revenue month-over-month in recent months. To support our expanding customer base, we are in search of a dedicated Customer Success Manager to become a trusted partner for our clients. In this role, you will oversee customer training, adoption, retention, and expansion within your portfolio, primarily focusing on mid-market construction firms in landscaping and related sub-industries.Your primary responsibility will be to ensure that our clients reach their desired business outcomes with our innovative product.Key Responsibilities:Establish success metrics with customers and facilitate their onboarding process.Manage client relationships proactively, identifying opportunities to enhance value.Provide valuable feedback to product and engineering teams while collaborating on new launches.Encourage upselling opportunities, gather testimonials, and develop case studies.Create customer success playbooks, support materials, and workflows.Desired Attributes:Kind, humble, and relentless with a focused approach.Tech-savvy with excellent communication skills, capable of teaching customers to effectively use our technical product.A knowledge seeker with the ability to quickly grasp product and industry applications.Strong presentation skills, with experience presenting to leadership (business cases, QBRs, pitches, etc.).Demonstrated passion and work ethic; startups present unique challenges.A willingness to go above and beyond to achieve success.Strategically and creatively minded; able to think outside the box to solve problems.Bonus: Familiarity with tools like Zapier, CRM Automations, or Agents in a customer support role.Benefits:Competitive salary of $110k-$130k OTE, including commission and performance-based bonuses.Collaborative opportunities with sales, product, design, and engineering teams.Join a dynamic team within a rapidly growing company.This is a unique opportunity to be among the early team members of the customer success department, influencing processes and systems to shape the future of customer success.This is a full-time, in-person position located in San Francisco.

Why join usAt Brex, we are revolutionizing the way businesses manage their finances with our AI-driven spend platform. Our integrated solutions, including corporate cards, banking, and global payments, empower companies to spend confidently. From startups to large enterprises like DoorDash, Flexport, and Compass, thousands of organizations utilize Brex to enhance their spending control, cut costs, and improve operational efficiency on a global scale.Joining Brex means pushing boundaries, challenging conventional thinking, and collaborating with some of the most talented individuals in the industry. We are dedicated to fostering a diverse and inclusive team culture, where your potential is only limited by your aspirations. We provide you with the tools and support necessary to advance your career.Engineering at BrexEngineering at Brex focuses on developing robust systems designed for scalability and precision. Our teams encompass Software, Data, Security, and IT, operating with a high level of autonomy and collaborative spirit. We tackle complex technical challenges, take ownership of our outcomes, and strive for excellence in every aspect, from architecture to deployment. Here, engineering is treated as a craft, and builders emerge as leaders.What you’ll doAs an Intermediate Frontend Engineer, you will engage with the entire Brex stack, developing and maintaining innovative products and features, while creating tools to facilitate the scaling of Brex. This role offers the chance to learn and push the boundaries of delivering an exceptional financial software experience that enables companies to thrive. You will be encouraged to adopt a data-driven approach, think creatively, and contribute to Brex's expansion into new markets. We seek individuals who are not only passionate about product development but also eager to lead multifaceted projects with numerous components. In this position, you’ll directly impact our business and help shape our long-term technical roadmap with a focus on quality.Where you’ll workThis position is based in our San Francisco office. We embrace a hybrid work model that combines the vibrant energy of in-office collaboration with the flexibility of remote work. Currently, we require employees to be in the office a minimum of three coordinated days a week: Mondays, Wednesdays, and Thursdays. Additionally, we offer the possibility of up to four weeks of fully remote work each year!ResponsibilitiesCollaborate with engineers across the organization to develop new features and products.Work closely with...

Why Join UsAt Brex, we redefine how businesses handle their finances with our AI-driven spend platform. By integrating corporate cards, banking solutions, and global payments with user-friendly software for travel and expenses, we empower companies of all sizes—from startups to enterprises like DoorDash, Flexport, and Compass—to manage their spending confidently, reduce costs, and enhance operational efficiency on a global scale.Joining Brex means embracing challenges, pushing boundaries, and collaborating with some of the brightest minds in the industry. We are dedicated to fostering a diverse and inclusive culture where your aspirations are limited only by your imagination. We provide the necessary tools, resources, and support to help you advance your career.Data at BrexOur team of Data Scientists and Engineers work in tandem to transform raw data into invaluable insights, making data a cornerstone of our operations at Brex. Beyond mere number crunching, the Data team develops robust infrastructure, sophisticated statistical models, and innovative products that drive decision-making, operational efficiency, risk management, and an exceptional customer experience.Your RoleAs a Data Engineer at Brex, you will play an integral role in converting raw data into actionable insights across various departments. You will collaborate closely with Data Scientists, Software Engineers, and business units to design and implement efficient data models, pipelines, and analytical frameworks that propel the business forward. Additionally, you will lead the design, implementation, and maintenance of Core Data tables—our curated data source for a variety of analytical applications.Work EnvironmentThis position is based in our San Francisco office, where we embrace a hybrid work model that balances the energy of in-office collaboration with the flexibility of remote work. We currently require two in-office days per week on Wednesdays and Thursdays. Beginning February 2, 2026, we will transition to three in-office days per week on Mondays, Wednesdays, and Thursdays. As an added benefit, we offer up to four weeks of fully remote work each year!

Why Join UsAt Brex, we provide an innovative AI-powered spend platform designed to empower businesses with integrated corporate cards, banking, global payments, and user-friendly software for travel and expenses. Trusted by tens of thousands of businesses, from startups to large enterprises like DoorDash, Flexport, and Compass, we enable proactive spend control, cost reduction, and enhanced efficiency on a global scale.Joining Brex means challenging yourself, collaborating with top industry talents, and being part of a diverse and inclusive culture where your potential is only limited by your aspirations. We equip you with the tools, resources, and support to develop your career.Sales at BrexThe Sales team is the backbone of Brex's revenue generation, with each member making a significant impact. We emphasize creating new opportunities, acquiring clients, and strengthening relationships with existing customers. Our culture celebrates team successes and individual achievements, fostering a competitive environment that motivates and unites us.Your RoleAs a Commercial Account Executive, you will drive Brex’s growth by securing new revenue from small to mid-sized businesses. In this dynamic, high-volume role, you will prospect for leads, establish strong partnerships, and close deals by showcasing the unparalleled value of Brex’s comprehensive Financial Operating System, including our Corporate Card, Expense Management, and Travel solutions.Work EnvironmentThis position is based in our San Francisco office, where we embrace a hybrid work model that combines the energetic office environment with the flexibility of remote work. Currently, we require a minimum of two in-office days per week (Wednesday and Thursday). Starting February 2, 2026, we will transition to three in-office days (Monday, Wednesday, and Thursday). As an added benefit, we offer up to four weeks of fully remote work each year!

Why Join Our Team?At Brex, we are revolutionizing the way businesses manage their spending through our AI-driven spend platform. Our integrated corporate cards, banking solutions, and global payment options empower organizations to spend confidently. From startups to established enterprises, including prominent names like DoorDash and Flexport, we enable companies to take control of their spending, optimize costs, and enhance efficiency on a global scale.Joining Brex means pushing your boundaries, challenging conventional wisdom, and collaborating with some of the brightest talents in the industry. We value diversity and inclusivity, believing that your potential is limitless. We provide you with the necessary tools, resources, and support to accelerate your career growth.Sales at BrexThe Sales team is instrumental in driving Brex's revenue. Every team member plays a vital role in generating new business, acquiring fresh clients, and fostering stronger relationships with existing customers. Our culture celebrates team achievements and individual successes, ensuring that top performers are recognized in a competitive yet unified environment.Your RoleAs an Enterprise Account Executive, you will be a key player in our sales team focused on expanding Brex's presence within the Enterprise segment. This role involves identifying and engaging large, strategic global clients while conveying the immense value of our leading Financial Operating System, which includes corporate credit cards, expense management, procurement, and travel solutions. If you thrive in a creative and competitive environment and have a passion for helping clients accelerate their growth, this opportunity is for you!Work EnvironmentThis position is based in our San Francisco office. We embrace a hybrid work model that combines the dynamism of in-office interactions with the flexibility of remote work. Currently, we require employees to be in-office at least two days a week (Wednesday and Thursday). Beginning February 2, 2026, the requirement will increase to three days a week (Monday, Wednesday, Thursday). Additionally, enjoy up to four weeks of fully remote work each year!

Why join usAt Brex, we are revolutionizing the way companies manage their spending through our AI-driven platform. Our integrated solutions, including corporate cards, banking services, and global payments, empower businesses to spend confidently. From startups to established enterprises like DoorDash and Flexport, thousands trust Brex to optimize their financial operations, cut costs, and enhance overall efficiency.Joining Brex means joining a vibrant team where you can stretch your abilities, challenge conventional thinking, and collaborate with industry leaders. We are dedicated to fostering a diverse and inclusive workplace, where your aspirations are only limited by your ambition. We equip you with the necessary tools, resources, and support to propel your career forward.Finance at BrexThe Finance team is pivotal to Brex's strategic framework. We spearhead planning, forecasting, capital allocation, and ROI analysis, collaborating across departments to provide insight and harness opportunities. Our mission is not merely to report results but to shape them. If you aspire to influence our company's trajectory and focus on long-term value creation, this is where your journey begins.Where you’ll workThis position is based in our San Francisco office. We operate in a hybrid environment that balances the dynamism of in-office work with the flexibility of remote arrangements. Currently, we require employees to be in the office a minimum of two days a week, specifically Wednesday and Thursday. Starting February 2, 2026, this will increase to three days per week - Monday, Wednesday, and Thursday. As an added benefit, employees enjoy up to four weeks of fully remote work each year!What you’ll doWe are seeking two Finance Associates who will initially take ownership of distinct workstreams, later rotating responsibilities to gain comprehensive expertise within Corporate FP&A. Your contributions will directly inform Brex's overarching business strategy and executive reporting, providing you with substantial exposure and responsibility from day one. Additionally, you will play a vital role in our AI-first initiatives and financial systems development — we are looking for individuals who regard AI as an integral aspect of every workflow, not just an occasional tool.

Why Join Harvey?At Harvey, we are revolutionizing the landscape of legal and professional services by implementing transformative solutions that extend beyond incremental changes to a holistic transformation. By integrating cutting-edge agentic AI with a robust enterprise platform and extensive domain expertise, we are redefining the execution of essential knowledge work for years to come.This is an exceptional opportunity to contribute to the establishment of a generational company at a pivotal juncture. With over 1000 clients across more than 58 countries, a strong product-market fit, and exceptional backing from top-tier investors, we are rapidly expanding and carving out a new category in real time. The challenges are substantial, expectations are high, and the potential for growth—both personally and professionally—is unparalleled.Our team embodies sharp intellect, motivation, and unwavering dedication to our mission. We operate with agility and intensity, taking genuine ownership of the challenges we face—from initial ideation to long-term results. We prioritize close collaboration with our customers—from leadership to engineering—to urgently and compassionately resolve real-world issues. If you flourish in uncertain environments, strive for excellence, and are eager to help shape the future of work alongside a team that continuously raises the standard, we welcome you to help us build this future.At Harvey, the future of professional services is being crafted today—and we are just getting started.Role OverviewAs a Customer Success Manager, you will play an essential role in guiding our clients through their journey with Harvey, helping to define the future of work within both law firms and in-house teams. This role is integral in ensuring our clients not only adopt our technology but also maximize its value. You will function as a trusted advisor, embedding Harvey deeply into their operational processes and workflows. Additionally, you will have the opportunity to design and implement scalable solutions that will enhance how we serve our diverse mid-market customer base efficiently and effectively at scale.Your ResponsibilitiesStrategic Implementation: Spearhead the integration of Harvey into client workflows, ensuring seamless adoption and optimal utilization of our AI solutions.Training & Enablement: Advocate for the power of LLMs while engaging with end users to facilitate their daily adoption of Harvey as it evolves into an essential product.Client Relationship Management: Act as the primary contact for over 40 mid-market clients, employing a prescriptive and consultative approach to deliver an exceptional customer experience.Process Creation: Foster scalability in our operational methodologies through documentation, designing playbooks, creating self-help materials, establishing email cadences, and automating procedures.

Why You Should Join UsAt Brex, we are revolutionizing business spending through our AI-powered platform. We empower companies to manage their spending confidently with integrated corporate cards, banking, and global payment solutions, complemented by intuitive software for travel and expenses. Our clientele ranges from burgeoning startups to established enterprises, including notable names like DoorDash, Flexport, and Compass, who rely on Brex to proactively oversee expenditures, cut costs, and enhance operational efficiency on a global scale.Joining Brex means pushing boundaries, challenging norms, and collaborating with some of the brightest minds in the industry. We are dedicated to fostering a diverse team and an inclusive culture, believing that your potential is only limited by the size of your aspirations. We provide the tools, resources, and support necessary for you to advance your career.Sales at BrexSales serve as the cornerstone of growth at Brex. Our mission is to attract new customers, deepen existing relationships, and drive the company’s financial success. With limitless territories and uncapped potential, your ambition defines your success. We celebrate our wins and reward outstanding performance. If you’re eager to sell a groundbreaking product and take ownership of your impact, this is the team for you.Your RoleAs a Senior Enterprise Customer Success Manager, you will act as a financial technology advisor to our largest clients, partnering with CFOs, Controllers, and finance operations teams to maximize the value they derive from Brex’s offerings. You will devise and implement account strategies tailored to each client's specific business objectives, ensuring high-impact results across their financial operations.Your responsibility will encompass the entire success lifecycle, from onboarding through renewal, utilizing product usage insights, fostering stakeholder engagement, and promoting cross-functional collaboration to enhance product adoption, reduce churn, and increase account value.Where You Will WorkThis position is based in our San Francisco office, where we embrace a hybrid work model that balances the energy of in-office collaboration with the flexibility of remote work. We require a minimum of two coordinated days in the office each week, specifically on Wednesdays and Thursdays. As an added benefit, you can enjoy up to four weeks of fully remote work each year!

Why Join UsBrex is revolutionizing the way businesses manage spending with our AI-driven platform. We offer a comprehensive suite of corporate cards, banking, and global payment solutions, paired with user-friendly software for travel and expenses. From startups to established enterprises like DoorDash, Flexport, and Compass, we empower tens of thousands of companies to take control of their spending, optimize costs, and enhance efficiency on a global scale.At Brex, you will have the opportunity to challenge yourself, question norms, and collaborate with some of the brightest minds in the industry. We are dedicated to fostering a diverse and inclusive culture, where your potential is only limited by your imagination. We provide the tools, resources, and support necessary to help you advance your career.Recruiting at BrexOur recruiting team is the foundation of every career at Brex. We are the initial connection point for future innovators and leaders, guiding candidates to realize their potential. Partnering with leaders across the organization, we seek exceptional talent to build high-performing teams. Our approach is swift and strategic, and we pride ourselves on creating a thoughtful, welcoming experience for candidates from their first interaction. We don’t just fill positions; we shape the culture of Brex by recruiting the next generation of builders and leaders.Your RoleIn your capacity as a Senior Technical Sourcer, you will act as a strategic talent partner tasked with identifying, engaging, and cultivating a robust pipeline of top-tier technical talent. Collaborating closely with recruiters, hiring managers, and technical leaders, you will gain a deep understanding of role requirements and devise proactive sourcing strategies that address both immediate hiring needs and long-term growth objectives.You will employ advanced sourcing methodologies, data-driven insights, and market mapping to discover exceptional talent across engineering, data, product, AI, and other emerging technical fields. This position demands creativity, tenacity, and strong business acumen to engage passive candidates and promote Brex as an employer of choice. Additionally, you will contribute significantly to our diversity sourcing initiatives and continuously enhance our sourcing processes and tools.Work EnvironmentThis position is located in our San Francisco office. We embrace a hybrid work model that blends the dynamic energy of in-office collaboration with the flexibility of remote work. Currently, we require a minimum of three coordinated in-office days each week: Monday, Wednesday, and Thursday. As an added benefit, you can enjoy up to four weeks of fully remote work each year!

Why Join UsAt Brex, we empower businesses with our AI-driven spend management platform. Our solutions encompass integrated corporate cards, banking services, and global payment options, complemented by user-friendly software for travel and expenses. A multitude of companies, from startups to large enterprises such as DoorDash, Flexport, and Compass, utilize Brex to optimize their spending, minimize costs, and enhance operational efficiency on a global scale.Joining Brex means pushing your boundaries, defying conventional limits, and collaborating with some of the brightest minds in the industry. We are dedicated to fostering a diverse team and an inclusive culture, believing that your potential should only be constrained by your aspirations. We provide you with the necessary tools, resources, and support to advance your career.Sales at BrexSales is the driving force behind Brex's growth. We acquire new customers, nurture existing relationships, and contribute significantly to the company's financial success. With unlimited territories and uncapped opportunities, your ambition defines your success. We celebrate our achievements together and reward high performance. If you aspire to sell a game-changing product with genuine ownership, this is the right team for you.Your ResponsibilitiesAs an Outbound Sales Development Representative, your primary role will be to identify and prospect potential customers for Brex. You will collaborate with Account Executives to showcase the value of Brex as a financial services solution, highlighting the benefits it offers to rapidly growing businesses. With our team expanding quickly, we require a proactive attitude, a sense of urgency, and a passion for sales. As an SDR at Brex, you will have the unique opportunity to establish processes and create pipelines for deals worth $1 million right from the start.Your Work EnvironmentThis position is based in our San Francisco office. We embrace a hybrid work model that combines the vibrant interactions of in-office work with the flexibility of remote work. Currently, we require at least two days in the office each week, specifically on Wednesdays and Thursdays. Starting February 2, 2026, this will increase to three days per week in the office—Monday, Wednesday, and Thursday. Additionally, you will enjoy the flexibility of up to four weeks of fully remote work each year!

Why join usBrex is revolutionizing the way businesses manage their finances through our AI-powered spend platform. We empower companies to spend confidently with our integrated corporate cards, banking solutions, and global payment capabilities, alongside intuitive software designed for travel and expenses. Our platform is trusted by tens of thousands of businesses, from startups to enterprises, including industry leaders like DoorDash, Flexport, and Compass, to proactively control spending, reduce costs, and enhance operational efficiency on a global scale.Joining Brex means pushing your limits, challenging the status quo, and collaborating with some of the brightest minds in the tech industry. We are committed to building a diverse team and fostering an inclusive culture where your potential is only limited by your ambition. We provide you with the tools, resources, and support necessary for your career growth.Data at BrexThe Data organization at Brex is dedicated to developing insights, models, and robust data infrastructure for various teams across the company, including Sales, Marketing, Product, Engineering, and Operations. Our Data Scientists, Analysts, and Engineers collaborate to make data—and the insights derived from it—a vital asset for the entire organization.What you’ll doAs a Data Analyst II, you will play a pivotal role in enhancing the operational tracking and reporting capabilities across diverse business teams at Brex. Collaborating closely with Data Scientists and Data Engineers, you will generate impactful insights through visualizations, self-service tools, and ad-hoc analyses, making this a high-impact role in a dynamic fintech environment where your contributions will directly influence strategic decisions.Where you’ll workThis position is based in our San Francisco office. We embrace a hybrid work environment that combines the energy and connections of in-office work with the flexibility of remote arrangements. Currently, we require a minimum of three coordinated in-office days per week (Monday, Wednesday, and Thursday), while also offering up to four weeks of fully remote work annually!ResponsibilitiesUtilize your data visualization and storytelling skills to create business intelligence solutions (such as Looker and/or Hex dashboards) that provide actionable insights.Conduct ad-hoc analyses and deep dives to answer business inquiries, uncover trends, and deliver data-driven recommendations.Develop self-service data tools and processes that empower stakeholders to independently monitor their performance and metrics.