Manager, Banking Specialists

Sales at Brex

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.

What you’ll do

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.

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.

Responsibilities

• Manage, coach, and mentor a team of Banking Specialists to consistently meet and exceed AUM and revenue targets
• Foster a culture of accountability, continuous improvement, and customer-first selling
• Conduct regular 1:1s, deal reviews, pipeline inspections, and performance coaching
• Own team performance against core banking metrics, including product adoption, AUM growth, and upsell conversion
• Own weekly forecasting, pipeline health, and performance reporting for your team
• Use data to identify trends, risks, and opportunities, and translate insights into action plans
• Work closely with Account Executives, Relationship Managers, Customer Success, Product, and Risk teams to drive seamless customer experiences
• Partner with Enablement to support onboarding, ongoing training, and licensing requirements
• Provide feedback from the field to influence product roadmap and banking strategy
• Partner with leadership to refine processes, coverage models, and go-to-market strategies
• Recruit, hire, and onboard new Banking Specialists as the team grows
• Contribute to building scalable playbooks, best practices, and enablement programs for the Banking organization

Requirements

• 5+ years of experience in financial services, fintech, banking, or related sales roles
• 2+ years of experience managing and developing high-performing sales or banking teams
• Active Series 7 and Series 63 (or ability to obtain/reactivate)
• Strong understanding of business banking products (checking, treasury, cash management, sweep programs, etc.)
• Proven ability to coach consultative, outbound and inbound sellers to exceed goals
• Experience owning forecasts, pipelines, and performance management
• Excellent communication skills with the ability to influence senior finance and executive stakeholders
• Highly organized, data-driven, and comfortable operating in fast-growth environments

Bonus points

• Bachelor’s degree in business, finance, or a related field
• Familiarity with credit card management, encompassing a deep understanding of limits, rewards, and underwriting
• Keen awareness of the competitive landscape, industry trends, and market dynamics
• Familiarity with sales tools such as Gong, Salesforce, Outreach, etc. 
• Prior experience scaling a new or evolving team

Compensation 

The expected 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.