Brex

Financial Services

TechnicalConsultant

$101–127k New York, New York, United States Remote Friendly
The Brief

“Technical Consultant at Brex. Skills: Integration implementation, Customer enablement. Own integration implementation. Guide customers from kickoff”

What You'll Achieve.

Ensure successful integration; Ensure smooth launch; Ensure effective launch; Set customers for success

Industry & Context.

Financial Services
Problems you'll solve

Solve challenges; Problem-solving

What They're Looking For.

Must Have

2+ years customer-facing experience, Implement accounting systems, Configure accounting systems, Functional expertise accounting, Functional expertise finance, General Ledger knowledge, Accounts Payable knowledge, Expense Management knowledge, HRIS knowledge, Project management skills, Translate business requirements, Provide solutions, Excellent communication skills, Explain technical concepts, Manage customer expectations, Collaborative problem-solving, Work across teams

Nice to Have

HRIS subject matter expert, SSO subject matter expert, Accounting background, Finance background

What You'll Do.

Own integration implementation

Guide customers from kickoff

Guide customers to go-live

Translate business requirements

Configure product effectively

Solve integration challenges

Provide integration best practices

Equip customers with knowledge

Set customers for success

Integrate customer systems

Manage end-to-end implementation

Ensure effective launch

Act as technical advisor

Apply business process knowledge

Guide optimal integration setup

Lead project meetings

Set clear expectations

Capture detailed notes

Drive project forward

Contribute to customer enablement

Create training materials

Refine training materials

Create Help Center content

Refine Help Center content

Minimize future escalations

Serve as customer voice

Translate customer needs

Translate customer feedback

Share project insights

Collaborate with peers

Solve team challenges

Enhance internal processes

How You'll Work.

Team & Collaboration

Work across teams; Collaborate with peers; Internal teams; Product partners; Engineering partners

Communication Scope

Explain technical concepts; Manage expectations

Process & Methodology

Own deliverables, Track timelines, Drive projects

Free ATS check

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