Scaled Customer Success Manager

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Why join us Brex is reimagining financial systems so every growing company can realize their full potential. As the financial OS, we’re building software and services in one place—disrupting long-entrenched institutions with products and experiences that better serve the ambitions of our customers. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Customer Success at Brex Customer Success is responsible for ensuring all of our customers meet their desired outcomes with Brex’s suite of financial services and software. What you’ll do As a Scaled Customer Success Manager, you will leverage technology and operational rigor to support our customers at scale. You will ensure their experience with Brex is seamless - this includes developing strategies to retain and grow their business, responding to their requests, and proactively reaching out as needed to ensure they are getting all of their needs met with Brex. The Scaled Customer Success Team operates like a creative studio, testing data-driven hunches with various initiatives. Sometimes, this might be as simple as experimenting with different versions of email outreach. In other cases, it might be developing a training series that zeroes in on specific areas of the product. In this role, you’ll be innovative and agile in your approach - helping us build a world-class scaled Customer Success program. You’ll work with a combination of low-touch and high-touch customers, leveraging data, technology, and repeatable playbooks to drive business value for our customers. In short, you’ll think about Customer Success in a programmatic way. At the end of each year with Brex, customers should be able to articulate the ROI they’ve gotten from Brex’s solutions based on your outreach and ideas. Responsibilities Independently develop strategies to retain and grow Brex Customers. Use Customer Success and other marketing automation platforms to engage with customers at scale. Partner with other Scaled CSMs to contribute to and test scaled playbooks and engagement strategies. Design and execute one-to-many programs, including email campaigns, webinars, office hours, and digital content that educate customers, drive product adoption, and surface expansion opportunities across customer segments Proactively identify and mitigate risk Monitor accounts through cases, product usage dashboards, account health triggers, and other ongoing, customized alerts. Partner with the Sales teams to source expansion opportunities and find the next group of “unicorns” in our book of business Work closely with the VIP Support team to ensure customer is