Manager, Banking Specialists

<div class="content-intro"><p><strong>Why join us</strong></p> <p>Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises — including DoorDash, Flexport, and Compass — use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.</p> <p><span style="font-weight: 400;">Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. 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.</span></p></div><p><strong>Sales at Brex</strong></p> <p>Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.</p> <p><strong>What you’ll do</strong></p> <p>The Banking Specialist Manager will lead and scale a high-performing team of Banking Specialists focused on driving adoption of Brex’s business account suite, including checking, treasury, and sweep products. The Banking Specialist team is critical to growing Assets Under Management (AUM), expanding customer relationships, and maximizing long-term revenue across Brex’s customer base.</p> <p>As a people leader, you will coach, develop, and motivate a team that partners directly with Founders, CFOs, Controllers, and other senior finance leaders. You will combine strategic leadership with hands-on deal support, operational rigor, and cross-functional collaboration to ensure your team consistently exceeds targets while delivering an exceptional customer experience. This role is ideal for a leader who thrives in fast-paced fintech or banking environments, brings strong financial services expertise, and is passionate about building teams that operate as trusted financial advisors to customers.</p> <p><strong>Responsibilities</strong></p> <ul> <li>Manage, coach, and mentor a team of Banking Specialists to consistently meet and exceed AUM and revenue targets</li> <li>Foster a culture of accountability, continuous improvement, and customer-first selling</li> <li>Conduct regular 1:1s, deal reviews, pipeline inspections, and performance coaching</li> <li>Own team performance against core banking metrics, including product adoption, AUM growth, and upsell conversion</li> <li>Own weekly forecasting, pipeline health, and performance reporting for your team</li> <li>Use data to identify trends, risks, and opportunities, and translate insights into action plans</li> <li>Work closely with Account Executives, Relationship Managers, Customer Success, Product, and Risk teams to drive seamless customer experiences</li> <li>Partner with Enablement to support onboarding, ongoing training, and licensing requirements</li> <li>Provide feedback from the field to influence product roadmap and banking strategy</li> <li>Partner with leadership to refine processes, coverage models, and go-to-market strategies</li> <li>Recruit, hire, and onboard new Banking Specialists as the team grows</li> <li>Contribute to building scalable playbooks, best practices, and enablement programs for the Banking organization</li> </ul> <p><strong>Requirements</strong></p> <ul> <li>5+ years of experience in financial services, fintech, banking, or related sales roles</li> <li>2+ years of experience managing and developing high-performing sales or banking teams</li> <li>Active Series 7 and Series 63 (or ability to obtain/reactivate)</li> <li>Strong und ... (truncated, view full listing at source)