- Where
- Seattle, Washington, United States
- Posted
- Sep 1
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.
What you'd do
- 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 tracking, opportunity qualification, and proactive stakeholder communication.
- Advocate for customers internally by sharing recurring feedback and insights that improve the product and customer experience.
What they want
- 2+ years of customer-facing experience in sales, hospitality, customer service, or a related field.
- Experience in a general sales role or demonstrated interest in building a sales career.
- Strong urgency and adaptability in live customer conversations.
- Excellent written and verbal communication skills, including the ability to clearly articulate Brex’s value.
- Demonstrated ability to collaborate cross-functionally and influence internal partners based on customer needs.
- Coachability, resilience, and a growth mindset.
- Bachelor’s degree in finance, business, or a related field.