Greenhouse ·
full-timeBanking Relationship Manager
Brex · San Francisco, California, United States
Brex is an intelligent finance platform that provides corporate cards, spend management software, and banking services to businesses globally. As a Banking Relationship Manager, you will join a newly formed team focused on expanding the company's banking footprint. Your primary responsibility involves managing and growing relationships with existing customers by upselling checking, treasury, and sweep products to increase total assets under management. You will engage directly with founders, C-suite executives, and finance leaders, acting as a trusted advisor to help them optimize their financial operations. The role requires managing the full sales cycle, from prospecting and product demonstrations to onboarding and closing. You will collaborate closely with cross-functional teams, including account executives and customer success, to drive revenue and product adoption. This position is ideal for a candidate with a strong background in outbound sales within the financial services or fintech sectors who is comfortable navigating complex conversations with executive-level decision-makers. A proven track record of meeting or exceeding sales quotas is essential for success in this growth-oriented role.
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. Sales at Brex Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team. What you’ll do As a Banking Relationship Manager on our newly formed Banking Team, you will have the opportunity to partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to continue generating net-new revenue by optimizing their adoption of our business account suite of products. As a foundational member of the team, you will work closely with our customers to upsell our checking, treasury, and sweep products to ultimately increase total AUM for Brex, a pivotal opportunity for Brex's overall growth. You will have the opportunity to work with all sizes of companies, ranging from small startups that are just starting to scale, all the way up to large mid-market and enterprise customers. 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 three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! Responsibilities Work with existing card only customers to upsell our business account suite of products (checking/treasury/sweep) Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits to our customers Become trusted account advisors by managing accounts and being strategic in both inbound and outbound sales Engage with businesses at all points of the sales cycle - including prospecting, product demonstrations, onboarding, and closing Develop strategic plans with cross-functional team members to drive adoption of our products, more AUM, and higher revenue for the company Focus on self-development with daily training and enablement Work closely with Account Executives, Relationship Managers, Customer Success, and Client Sales to bring in referrals Requirements 3+ years of outbound sales experience in financial services, fintech, or with early stage companies Excellent communication skills to drive conversations with Executive C-Suite decision makers Experience carrying quota and a proven track record of hitting and exceeding quotas B.A or B.S degree from a 4-year university Bonus points Series 7 & 63 license (active or able to be re-activated) Familiarity with sales tools such as Gong, Salesforce, Outreach, etc. Compensation The expected OTE range for this role is USD $132,888 - $166,110. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package. 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 LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.
| Role | Banking Relationship Manager |
|---|---|
| Company | Brex |
| Location | San Francisco, California, United States |
| Compensation | Not disclosed |
| Posted | 2026-09-28 |
| Deadline | Rolling |
Typical process for this type of role
A general guide — the exact steps for this specific listing may vary; check the original posting for details.
- 1ApplicationSubmit your resume through the apply link.
- 2ScreeningRecruiter reviews your background against the role.
- 3AssessmentA technical test, assignment, or coding round, depending on the role.
- 4Interview(s)One or more rounds with the hiring team.
- 5OfferOffer letter with compensation and start date.
Before you apply
0/4About Brex
Brex is a finance software platform that provides integrated financial services and software to help businesses manage their operations. The company serves over 35,000 customers, including startups, mid-size companies, and enterprises, as well as ecommerce brands. Its platform offers a suite of tools designed to automate financial workflows, including corporate cards, expense management, bill pay, accounting automation, and banking and treasury services. By utilizing AI-powered controls and integrations, Brex aims to help organizations manage spending, automate manual tasks, and operate globally across more than 120 countries. The platform is designed to support companies through various stages of growth, from initial launch to scaling operations.
More at Brex
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