Manager, Banking Specialists | San Francisco, CA, USA

Manager, Banking Specialists | San Francisco, CA, USA

Why Join Brex: The AI-Powered Spend Platform

In the dynamic world of financial services, working for a company that is both innovative and transformative is crucial. Brex, an AI-powered spend platform, offers an unparalleled platform that integrates corporate cards, banking, and global payments, along with intuitive software for travel and expenses. It serves a wide range of companies, from startups to enterprises, including reputable names such as DoorDash, Flexport, and Compass. Brex empowers these companies to control their spending, reduce costs, and enhance efficiency on a global scale. Here you can find more details about joining Brex.

Experience a Diverse and Inclusive Culture

At Brex, we believe in the potential of our team members. We are committed to cultivating a diverse and inclusive culture where your growth is only limited by the size of your dreams. We provide the necessary tools, resources, and support to help you develop both professionally and personally.

Boost Your Career in Sales at Brex

Sales is the heart of Brex. It fuels our growth by acquiring new customers and expanding existing relationships. With unlimited territories and uncapped opportunities, your ambition sets the limit. We celebrate our achievements often, reward performance, and believe in winning as a team. If selling a category-defining product and owning your success sounds appealing, then Brex is the place for you.

Role of a Banking Specialist Manager at Brex

As a Banking Specialist Manager, you will guide a high-performing team of Banking Specialists. Your team will focus on driving the adoption of Brex’s business account suite, which includes checking, treasury, and sweep products. This role is critical for growing Assets Under Management (AUM), expanding customer relationships, and maximizing long-term revenue across Brex’s customer base.

This role is perfect for a leader who thrives in fast-paced fintech or banking environments, possesses robust financial services expertise, and is passionate about building teams that operate as trusted financial advisors to customers.

Key Responsibilities

As a Banking Specialist Manager, your responsibilities will range from managing, coaching, and mentoring a team of Banking Specialists to fostering a culture of accountability, continuous improvement, and customer-first selling. You will also conduct regular 1:1s, deal reviews, pipeline inspections, and performance coaching sessions. Your role will also involve owning team performance against core banking metrics, which include product adoption, AUM growth, and upsell conversion. You will also be responsible for weekly forecasting, pipeline health, and performance reporting for your team.

Requirements and Skills

To be successful in this role, you will need to have at least 5 years of experience in financial services, fintech, banking, or related sales roles. You should also have a minimum of 2 years of experience managing and developing high-performing sales or banking teams. A strong understanding of business banking products such as checking, treasury, cash management, and sweep programs is also essential. Additionally, candidates must have the ability to coach consultative, outbound and inbound sellers to exceed goals and possess excellent communication skills.

Compensation

The expected On-Target Earnings (OTE) range for this role is $194,360 – $242,950. The starting wage will depend on a number of factors, including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Brex is committed to ensuring the safety and security of its job-seekers. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

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John Wick

ABJ, a Senior Writer at All Banking, brings over 10 years of automotive journalism experience. He provides insightful coverage of the latest banking jobs across the American and European markets.
Picture of John Wick

John Wick

ABJ, a Senior Writer at All Banking, brings over 10 years of automotive journalism experience. He provides insightful coverage of the latest banking jobs across the American and European markets.
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