Client Development Representative @Brex

Overview

The Client Development Representative (CDR) role at Brex involves owning customer engagement and expansion within an assigned portfolio of existing customers through high-velocity outreach and consultative discovery.

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 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.
• Build relationships with finance stakeholders, from Controllers to CFOs.
• Partner with internal teams to balance customer needs with commercial impact.
• Maintain rigorous forecasting and proactive stakeholder communication.
• Advocate for customers internally by sharing feedback and insights that improve the product and experience.

Requirements

• 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 customer conversations.
• Excellent written and verbal communication skills.
• Demonstrated ability to collaborate cross-functionally and influence partners.
• Coachability, resilience, and a growth mindset.
• Bachelor’s degree in finance, business, or a related field.

Benefits

This role offers a hybrid work environment, requiring a minimum of three days in the office per week, with the possibility of fully remote work up to four weeks per year. The expected OTE range for this role is $82,535 - $98,001 USD, which includes base compensation and commissions, plus potential equity and other compensation forms.

Location

Hybrid work environment with offices in New York City, San Francisco, Vancouver, or Seattle.

How to Apply

Job seekers may apply directly through the company's application portal or relevant contact.