Client Development Representative

The shape of it

What it asks for · 7

• 2+ years of customer-facing experience in sales, hospitality, customer service, or a related field.
• Experience in a general sales role or demonstrated interest in building a sales career.
• Strong urgency and adaptability in live customer conversations.
• Excellent written and verbal communication skills, including the ability to clearly articulate Brex’s value.
• Demonstrated ability to collaborate cross-functionally and influence internal partners based on customer needs.
• Coachability, resilience, and a growth mindset.
• Bachelor’s degree in finance, business, or a related field.

Also a plus

• Experience managing a book of business, account health, executive relationships, renewals, expansions, or new-business acquisition.
• Familiarity with finance workflows, ERPs, spend-management platforms, or AP automation tools.
• Experience in fintech, payments, corporate accounting, financial systems, or credit-card management.
• Knowledge of credit limits, rewards, and underwriting.
• Experience working in a high-growth startup environment.
• Comfort building relationships across seniority levels and functions.
• Familiarity with tools such as Salesforce and Gong.
• A track record of building creative processes, using AI to improve efficiency, or finding resourceful ways to deliver results.

What the job covers

• Drive daily customer outreach across email, phone, and social channels to generate a qualified pipeline for expansion.
• Serve as a primary point of contact for an assigned portfolio, helping existing customers get more value from Brex.
• Identify and advance expansion opportunities by connecting Brex solutions to measurable business outcomes.
• Lead structured discovery calls; develop commercial proposals and negotiate rewards, pricing, and other deal terms.
• Develop a strong understanding of customer workflows, accounting processes, and financial priorities to uncover pain points and drive adoption.
• Build relationships with finance stakeholders, from Controllers to CFOs; tailor value messaging, surface risks early, and recommend clear action plans.
• Partner with Underwriting, Deal Desk, and internal account teams to balance customer needs with commercial impact.
• Maintain rigorous forecasting, CRM hygiene, activity tracking, opportunity qualification, and proactive stakeholder communication.
• Advocate for customers internally by sharing recurring feedback and insights that improve the product and customer experience.

Degree language

• Bachelor’s degree in finance, business, or a related field.

Tools and skills named

Words the posting leans on

• customer9×
• experience6×
• building3×
• business3×
• expansion3×
• finance3×
• points3×
• relationships3×
• sales3×
• value3×
• account2×
• accounting2×
• commercial2×
• communication2×
• deal2×
• demonstrated2×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

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