About this role
Why join us
Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.
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.
What You'll Do As a Client Development Representative (CDR), you’ll own customer engagement and expansion within an assigned book of Brex existing customers. You’ll combine high-velocity outreach with consultative discovery to identify opportunities, align stakeholders, and deliver measurable customer and revenue outcomes. This is an ideal role for someone building a sales career who enjoys developing customer relationships, navigating commercial conversations, and partnering cross-functionally to drive results.
Where You'll Work This role will be based either within our New York City, San Francisco, Vancouver or Seattle offices. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week: Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!
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 and drive adoption.
• Build relationships with finance stakeholders, from Controllers to CFOs; tailor value messaging, surface risks early, and recommend clear action plans.
• Partner with Underwriting, Deal Desk, and internal account teams to balance customer needs with commercial impact.
• Maintain rigorous forecasting, CRM hygiene, activity trackin