Financial Consultant

3 weeks ago

Canada Brex Inc. Full time

Implementation Consultant II, Financial SaaS (Remote)
Implementation Consultant II, Financial SaaS (Remote)
Brex empowers the next generation of businesses with an integrated corporate card and spend management software. We make it easy for our customers to manage every aspect of spending and empower their employees to make better financial decisions from anywhere they live or work. Brex proudly serves tens of thousands of growing businesses, from early-stage startups to global enterprises.
We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.
Implementation at Brex
The Implementation team is focused on onboarding net-new and existing customers to Empower, ensuring they have a delightful experience. The Implementation team is the face of Brex and is responsible for providing the customer with a unique and fresh experience as they transform their mundane expense management process into something more employee-focused and exciting. The Implementation Consultant II role advises and guides customers; Part coach, project manager, consultant, and product expert, our consultants are continually focused on helping our customers improve their financial workflows with Empower.
Partner with customers & project manage implementations and launches including confirming the project plan, mobilizing stakeholders, and tracking activities through implementation
Follow best practices to drive spending activity mid-implementation
Configure, test, and validate the dashboard with the customer to ensure the product fits their needs and functions as intended
Oversee the integration of the customer’s accounting software with the Brex Empower platform or partner with Integration Specialists and Architects to scope the proper solution
Work cross-functionally as a member of the Brex account team to deliver a smooth customer experience, including knowledge sharing and keeping our Sales and Customer Success partners informed on customer engagements
From time to time, our consultants will work with Account Executives on sales calls to provide a service overview pitch
Adapt quickly to product changes and limitations, and communicate these strategically to stakeholders
Provide change management planning to clients including guiding execution of their change management approach. Guide clients on their communication approach, training materials, and training execution.
5+ years of relevant work experience in a customer-facing role, preferably within a SaaS organization or consulting firm that delivers SaaS services
~2+ years of project management or consulting experience
~ Experience building processes and programs that benefit customer outcomes
~ Comfort-leading customer engagements that may contain both technical and non-technical work streams
~ Ability to resolve issues and risks in a cross-functional and collaborative way.
~ Strong sense of urgency in driving projects to completion while achieving the desired business outcomes.

Implementation experience in Financial, Expense Management, or ERP Software space
General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, Travel, Procurement and Corporate Card Program
The expected salary range for this role is $105,000 CAD - $132,000 CAD. Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Any outreach claiming to be from Brex via other sources should be ignored.
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