Client Development Representative @Brex

Overview

Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. The Client Development Representative (CDR) role involves customer engagement and expansion within an assigned book of existing customers, combining outreach with consultative discovery to identify opportunities and deliver measurable outcomes.

Key Responsibilities

• 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 maximize value from Brex.
• Identify and advance expansion opportunities by connecting Brex solutions to measurable business outcomes.
• Lead structured discovery calls, develop proposals, and negotiate rewards, pricing, and deal terms.
• Understand customer workflows and financial priorities to uncover pain points and drive adoption.
• Build relationships with finance stakeholders and recommend clear action plans.
• Partner with internal teams to balance customer needs with commercial impact.
• Maintain forecasting, CRM hygiene, activity tracking, opportunity qualification, and communication with stakeholders.
• Advocate for customers by sharing recurring feedback and insights that improve product and customer experience.

Requirements

• 2+ years of customer-facing experience in sales or related fields.
• Experience or interest in building a sales career.
• Strong urgency and adaptability in customer conversations.
• Excellent written and verbal communication skills.
• Demonstrated ability to collaborate cross-functionally.
• Coachability, resilience, and a growth mindset.
• Bachelor’s degree in finance, business, or a related field.

Benefits

• Compensation includes a base salary and commissions, with an expected OTE range of $82,535 - $98,001 USD.
• Flexible hybrid work environment with a minimum of three coordinated days in the office per week and up to four weeks of fully remote work per year.

Location

This role is hybrid, with options to work in New York City, San Francisco, Vancouver, or Seattle.

How to Apply

To apply for this position, please visit the Brex careers page or send your resume directly via email.