Implementation Consultant (Commercial)
- New York, United States
- Mid Level
- Posted
Brex, a leading financial technology company, as an Implementation Consultant. In this role, you will lead the onboarding experience for new customers, helping them transition to a modern, employee-first approach. You will be responsible for organizing and facilitating customer meetings, supporting customers in understanding their business needs, managing stakeholder communication, assisting with spend migrations, and delivering change management templates. This is an excellent opportunity to develop your product knowledge, sharpen your project management skills, and build a foundation for a career in implementation consulting.
Responsibilities
- Organize and facilitate customer meetings, manage agendas, capture notes, track action items, and set clear expectations throughout the implementation lifecycle.
- Support customers in understanding their business needs and configuring Brex to address them, translating basic requirements into product configurations with guidance.
- Manage straightforward stakeholder communication and assist with timelines and deliverables to keep implementations on track.
- Some exposure to project coordination or structured implementation work
Requirements
- Strong communication skills, both with customers and internal stakeholders
- Organized and detail-oriented, with a strong sense of urgency in driving tasks to completion
- Comfort working across technical and non-technical workstreams with guidance
- Collaborative mindset with the ability to work cross-functionally to resolve issues
- Familiarity with any of the following domains: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, Travel, Procurement, or Corporate Card programs
- 4+ years of experience in a customer-facing role, ideally within a SaaS organization or a consulting firm that delivers SaaS services
- USD 119,328 - 149,160
Preferred
- Experience in Financial, Expense Management, or ERP software
