Associate Technical Consultant

The Associate Technical Consultant at Brex is responsible for ensuring a smooth onboarding process for new and existing customers. This includes guiding clients through integration-related implementations, addressing their challenges, and providing best practices for using the Brex platform effectively. You will also collaborate with cross-functional teams and act as a liaison for customers during implementation and escalations, contributing to a seamless overall customer experience.

To qualify for the Associate Technical Consultant role at Brex, candidates should have at least 1+ years of relevant experience in a customer-facing role, particularly with accounting systems like QuickBooks Online and NetSuite. A solid understanding of General Ledger, Accounts Payable, Receivable, Expense Management, and HRIS is essential. Excellent communication skills and the ability to collaborate effectively in a team environment are critical for success in this position.

Brex is committed to fostering a culture of growth and development for its employees. As an Associate Technical Consultant, you'll have access to resources, support, and cross-functional collaboration opportunities to enhance your skills and advance your career. Brex encourages knowledge sharing and continuous learning, providing you with networking opportunities and the tools needed to achieve your professional goals.

Brex offers a hybrid work environment for Associate Technical Consultants, where you can enjoy the energy of in-office collaboration while also benefiting from the flexibility of remote work. The role requires a minimum of two in-office days per week, fostering connections with team members and promoting a supportive culture. Employees also enjoy the possibility of up to four weeks of fully remote work each year.

The expected salary range for the Associate Technical Consultant position at Brex is between $70,000 and $87,500 USD. However, the actual starting salary will depend on various factors, including location, skills, experience, and market demands. Brex also offers equity and other forms of compensation to provide a comprehensive total compensation package.

When onboarding a new customer, it's crucial to first understand their specific needs and challenges. I would begin by establishing clear communication channels and setting expectations about the implementation process. By guiding them through each step, addressing any concerns, and providing relevant resources, I ensure a smooth and positive experience for the client.

In my previous roles, I have worked with several accounting platforms, including QuickBooks and NetSuite. I am familiar with their functionalities in managing expenses, accounts payable, and accounts receivable which allows me to effectively assist customers during integration and provide tailored solutions to their challenges.

If a customer expresses dissatisfaction, I would first listen carefully to their concerns and empathize with their situation. After understanding the specifics of the issue, I would propose actionable solutions, possibly involving further technical support or additional training on our platform, ensuring the customer feels supported throughout the resolution process.

Successful cross-functional collaboration hinges on clear communication and mutual respect. I would leverage tools for regular updates and feedback among departments while fostering an open environment for sharing ideas. By coordinating efforts and ensuring everyone is aligned with our customer's needs, we can achieve better outcomes.

Prioritizing tasks involves understanding each customer's deadlines, requirements, and the impact of their implementations. I would maintain a detailed project tracker to monitor progress and ensure timely deliverables while being flexible to adapt to changing circumstances, keeping communication open with each client.

When leading client training sessions, I focus on engagement and interaction. I would start by assessing the clients' existing knowledge level, tailor content to their specific use cases, and encourage questions throughout the session. Providing hands-on practice opportunities helps solidify their understanding and ensures they leave feeling confident in using the Brex platform.

Building relationships with customers is about establishing trust through consistent, honest communication. By being responsive to their needs, following up on any questions, and showing genuine interest in their success, I can create a positive, lasting rapport that enhances our collaboration.

Brex’s implementation process stands out due to its focus on customer experience. By integrating customer feedback into our service and nurturing a supportive environment, we can tailor the onboarding experience to help customers transition seamlessly and feel empowered to utilize our platform's full potential.

In a previous role, I dealt with a customer facing unexpected issues during their integration. I facilitated a call with technical support, provided additional training resources, and remained in constant contact until the problem was resolved. This proactive approach helped restore their confidence in our services and led to a successful implementation.

My motivation for working as an Associate Technical Consultant stems from my passion for technology and a desire to aid businesses in achieving their goals. I find fulfillment in solving problems, helping clients navigate challenges, and witnessing the positive impact of our solutions on their operations.