Technical Consultant I

@ Brex

Why Join Us

Brex is the AI-powered spend platform that helps companies spend with confidence with integrated corporate cards, banking, and global payments, along with intuitive software for travel and expenses. Companies, including DoorDash, Flexport, and Compass, use Brex to control spend, reduce costs, and increase efficiency on a global scale.

At Brex, you'll push your limits, challenge the status quo, and work with some of the brightest minds in the industry while enjoying diverse and inclusive culture that empowers you with the tools, resources, and support you need to grow your career.

Implementation at Brex

Implementation transforms new customers into power users. As a Technical Consultant, you lead the onboarding experience and guide companies from outdated processes to a modern, employee-first approach. Your work will include customer empathy, project management, technical expertise, process design, and change management to set up customers for long-term success with Brex.

Where You’ll Work

This role is based in our San Francisco office in a hybrid environment. You are required to work a minimum of two coordinated days in the office per week (Wednesday and Thursday), with up to four weeks per year of fully remote work available.

What You’ll Do

• Own integration implementation from kickoff to go-live.
• Translate customer business requirements into effective product configurations.
• Solve integration challenges and provide best practices for Brex integrations.
• Lead project meetings and technical calls, setting clear expectations.
• Contribute to customer enablement and refine training materials.
• Act as the voice of the customer with internal teams.
• Share insights to enhance the Integration team's processes.

Responsibilities

• Integrate customer systems (NetSuite, Sage Intacct, QuickBooks) with Brex.
• Advise customers using ERP architecture and business process expertise.
• Run project meetings and technical calls efficiently.
• Create and improve training materials and Help Center content.
• Communicate customer needs to Product and Engineering teams.
• Collaborate within the Integration team to share project insights.

Requirements

• 2+ years in a customer-facing role with accounting system implementations.
• Expertise in accounting and finance areas like General Ledger and Expense Management.
• Strong project management skills with clear deliverable ownership.
• Experience in translating business requirements into product configurations.
• Excellent communication skills to explain technical concepts to non-technical stakeholders.
• A collaborative problem-solving approach with cross-team experience.

Bonus Points

• HRIS/SSO subject matter expertise.
• Accounting or Finance background.

Compensation

The expected salary range is $101,248 - $126,560. Final salary depends on location, skills, experience, market demand, and internal pay parity. Additional equity and compensation benefits may be part of the total package.

Key Skills/Competency

• Technical Consultant
• Integration
• ERP
• Project Management
• Accounting Systems
• Customer Enablement
• Configuration
• Process Design
• Change Management
• Collaboration