Banking Specialist

Banking Specialist - San Francisco, California 🌉

Join Brex, the AI-powered spend platform revolutionizing the way companies manage their finances! We empower businesses from startups to enterprises—such as DoorDash, Flexport, and Compass—with integrated corporate cards, banking, and global payments. 🌍

Why Brex?
At Brex, you can break boundaries, challenge the norm, and collaborate with some of the brightest minds in the industry. We are committed to fostering a diverse and inclusive culture, providing you with the tools and support for professional growth. 🚀

Role Overview
As a Banking Specialist, you'll engage with founders, executives, and financial leaders to drive revenue growth and enhance the Brex brand. Your key focus will be on upselling our checking, treasury, and sweep products to existing customers. 🎯

Your Responsibilities:

• Upsell our business account suite of products to existing card customers. 💳
• Collaborate with underwriting to establish SACA’s or Cash Covenants for higher credit limits.
• Build strong customer relationships by providing strategic account management.
• Engage with prospects throughout the sales cycle—prospecting, demos, onboarding, and closure.
• Develop strategic plans to close new companies and maximize revenue.
• Commit to self-development through daily training and enablement.
• Partner closely with Startups Ambassadors for referrals.

What We Require:

• Licensure: Series 7 & 63/65 required.
• Experience: 2+ years in outbound sales, preferably in financial services/fintech or early-stage companies.
• Skillset: Proven success engaging C-suite executives and meeting/exceeding quotas.
• Education: Bachelor’s degree from a 4-year university.

Compensation:
Earn an expected OTE of $194,360 - $242,950, with factors such as location, skills, experience, and performance influencing your starting wage. 💰

Work Environment:
This position is hybrid, requiring in-office attendance at least 2 days a week (Wednesdays and Thursdays). Enjoy flexibility with up to 4 weeks of fully remote work annually! 🌐

Join a diverse team that celebrates your successes! Apply today and start your journey with Brex. Please note: We will only reach out via LinkedIn or email from a brex.com domain—watch out for scams! 🚫

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