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Salary: USD 132,888 - 166,110 / annual
Brex is seeking a Banking Specialist to join its newly formed Banking Team in San Francisco. This is a hybrid role requiring a minimum of three coordinated days in the office per week (Monday, Wednesday, Thursday), with up to four weeks of fully remote work annually.
In this position, you will partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to drive net-new revenue by optimizing adoption of Brex's business account suite of products. You will work with companies ranging from early-stage startups to large mid-market and enterprise customers.
Key responsibilities include:
- Upselling business account products (checking, treasury, sweep) to existing card-only customers
- Creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits
- Becoming a trusted account advisor through strategic account management and both inbound and outbound sales
- Engaging with businesses across the entire sales cycle—prospecting, demonstrations, onboarding, and closing
- Developing strategic adoption plans with cross-functional teams to drive AUM and revenue growth
- Collaborating with Account Executives, Relationship Managers, Customer Success, and Client Sales teams
- Continuous self-development through daily training and enablement
Required qualifications:
- 3+ years of outbound sales experience in financial services, fintech, or with early-stage companies
- Excellent communication skills for engaging C-Suite decision makers
- Proven track record of carrying quota and consistently hitting or exceeding targets
- Bachelor's degree from a 4-year university
Bonus qualifications include Series 7 & 63 licenses (active or re-activatable) and familiarity with sales tools like Gong, Salesforce, or Outreach.
