Brex•23 days ago
Banking Specialist
Recruiter Fit Breakdown & Candid Summary
1
This is a high-impact sales role focused on expanding the adoption of Brex's banking suite among existing card customers.
2
Ideal candidates have a strong background in fintech or financial services sales and are comfortable navigating C-suite conversations.
3
The role requires a proactive hunter mentality combined with the ability to manage complex financial product sales cycles.
4
Candidates without a proven track record of hitting sales quotas or those uncomfortable with outbound prospecting should not apply.
Role Responsibilities
- 1Upsell business account products including checking, treasury, and sweep accounts to existing customers.
- 2Manage the full sales cycle from prospecting and product demonstrations to closing.
- 3Draft Security Account Control Agreements (SACA) and cash covenants to facilitate credit limit increases.
- 4Collaborate with cross-functional teams including Account Executives and Customer Success to drive AUM growth.
- 5Maintain a high level of activity through both inbound and outbound sales strategies.
Skills Matrix
Must-Have Skills
Outbound Sales
Financial Services
Fintech
Quota Attainment
Executive Communication
Nice-to-Have Skills
Series 7 License
Series 63 License
Salesforce
Gong
Outreach
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