Banking Specialist
Description:
- Upsell existing card-only customers on Brex’s business account products, including checking, treasury, and sweep accounts.
- Assist with Security Account Control Agreements (SACA) and cash covenants to help provide higher credit limits.
- Manage customer accounts and act as a trusted advisor through strategic inbound and outbound sales.
- Engage businesses across the full sales cycle, including prospecting, product demonstrations, onboarding, and closing.
- Develop strategic plans with cross-functional teammates to increase product adoption, AUM, and revenue.
- Collaborate closely with Account Executives, Relationship Managers, Customer Success, and Client Sales to generate referrals.
- Focus on ongoing self-development through daily training and enablement.
Requirements:
- 3+ years of outbound sales experience in financial services, fintech, or early-stage companies.
- Excellent communication skills for conversations with executive-level C-suite decision makers.
- Experience carrying quota with a proven track record of consistently hitting and exceeding targets.
- Bachelor’s degree (B.A. or B.S.) from a 4-year university.
- Series 7 and 63 license, active or eligible for reactivation (preferred).
- Familiarity with sales tools such as Gong, Salesforce, and Outreach (preferred).
Benefits:
- Expected OTE range of USD $132,888 to $166,110.
- Potential equity and other forms of compensation as part of the total package.
- Hybrid work model in San Francisco or New York City.
- Minimum two coordinated in-office days per week, with three days per week starting February 2, 2026.
- Up to four weeks per year of fully remote work.
