Client Development Representative @Brex

Overview

Brex is the intelligent finance platform that enables companies to spend smarter and efficiently manage their finances. The Client Development Representative (CDR) role involves owning customer engagement and expansion within an assigned book of existing customers.

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 an understanding of customer workflows, accounting processes, and financial priorities to uncover pain points and drive adoption.
• Build relationships with finance stakeholders, tailoring value messaging and recommending clear action plans.
• Partner with internal teams to balance customer needs with commercial impact.
• Maintain forecasting, CRM hygiene, activity tracking, opportunity qualification, and communication.
• Advocate for customers by sharing feedback and insights to 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.
• Ability to collaborate cross-functionally and influence internal partners.
• Coachability, resilience, and a growth mindset.
• Bachelor’s degree in finance, business, or a related field.

Benefits

Brex offers a hybrid working environment, requiring a minimum of three days in the office per week, with up to four weeks of fully remote work available.

Location

This role can be performed remotely within the United States, with options to work from the New York City, San Francisco, Vancouver, or Seattle offices.

How to Apply

To apply, please visit Brex's careers page.

Compensation

The expected OTE range for this role is $82,535 - $92,852 USD, depending on various factors such as location and experience.