Hybrid Banking Specialist Upsell Business Accounts & AUM
Brex Inc.
Brex Inc. in San Francisco is seeking a Banking Specialist to join the newly formed Banking Team. You will partner with founders, executives, and finance leaders to upsell Brex's business account suite including checking, treasury, and sweep products, driving total AUM. This role targets outbound and inbound sales across startups to mid-market and enterprise customers, with a hybrid, office-and-home work environment in San Francisco. Expect strong ownership and commission-driven growth. #J-18808-Ljbffr Brex Inc.
- ...headquartered in San Francisco, seeks a Banking Specialist to partner with founders and finance... ...to expand adoption of the Brex business account suite. You will upsell checking, treasury, and sweep products to increase total AUM and drive Brex's growth. You will collaborate...Accounts
$132.89k - $166.11k
...corporate cards and banking with intuitive... ...expense and accounting tasks for... ...doAs a Banking Specialist on our newly formed... ...adoption of our business account suite of... ...customers to upsell our checking, treasury... ...increase total AUM for Brex, a... .... We are a hybrid environment that...AccountsWork at officeRemote workWork from home- Brex in San Francisco seeks a Banking Specialist to partner with founders and finance leaders, driving net-new revenue by expanding our business account suite (checking, treasury, sweep) and increasing AUM. You will leverage your outbound sales experience to optimize credit...Accounts
$75k - $115k
...hands-on exposure to cash management, bank reconciliations, and liquidity... ...day-to-day operations that keep the business running smoothly. This role is hybrid, with in-office days each week and... ...and bank balances across accounts and entities, including researching...AccountsFull timeInternshipLive inWork at officeRemote workWorldwideFlexible hours3 days per week$182k - $230k
Director, Business Development, Financial Services Marketplace... ...loans, insurance, banking, and other consumer... ...including CPA, CPL, rev‑share, hybrid monetization, and... ...escalation point for strategic accounts Lead negotiations... ...partnerships through upsell, cross‑sell, and new...AccountsLocal area- A leading fintech company seeks a Banking Specialist to upsell business account products and partner with executives to drive revenue growth. Ideal candidates are expected to have at least 3 years of outbound sales experience in financial services. Responsibilities include...Accounts
- Brex, based in San Francisco, seeks a Banking Specialist on the new Banking Team. Hybrid work with in-office days and remote options. You will upsell the business account suite, manage accounts, and drive total AUM through strategic cross-functional collaboration. You...AccountsRemote jobWork at office
$122.03k - $152.53k
...combining global corporate cards and banking with intuitive spend... ...eliminate manual expense and accounting tasks for customers so they can... ...Francisco office. We are a hybrid environment that combines the... ...ResponsibilitiesClose net new business with a focus on professionally...AccountsWork at officeRemote workWork from home- Ever in San Francisco is seeking a Senior Accounts Receivable / Accounts Payable Specialist to oversee the full cycle of accounts for their electric vehicle... ...manage high transaction volumes. This position offers hybrid work flexibility, a strong growth trajectory within...Accounts
- BVNK is seeking an experienced Sales Director - Banking to lead the Americas commercial efforts. You... ...asset management verticals, manage strategic accounts, and build a data-driven pipeline with MEDDIC methodologies. This hybrid role requires a deep network in financial...Accounts
- Symphony Risk Solutions, LLC. is seeking a Full-Time Premium Accounts Payable Analyst to manage insurance premium remittances from trust... ...between the firm, clients, and underwriting partners. This hybrid position requires 3 days in our San Francisco, CA office or Richardson...AccountsRemote jobFull timeWork at office
- ...fintech, healthtech, AI, and banking. At conferences like AWS re:Invent... ..., customers, and closing business. You'll build the sales... ...of Enterprise and Corporate Account Executives. Build scalable onboarding... ..., Vision, 401k, commuter). Hybrid/remote-friendly with regular...AccountsRemote jobFull time
$300k
...financial platform for global businesses. Powered by our unique... ...manage everything from business accounts, payments, spend management and... ...we build the future of global banking. If that sounds like you, let... ...at Airwallex. This will be a hybrid position based in San Francisco...AccountsTemporary workLocal areaWorldwide$132.89k - $166.11k
...combining global corporate cards and banking with intuitive spend... ...eliminate manual expense and accounting tasks for customers so they can... ...tailored to each customer’s business goals, delivering high-impact... ...San Francisco office. We are a hybrid environment that combines the...AccountsWork at officeRemote workWork from home$130k - $160k
...financial platform for global businesses. Powered by our unique... ...manage everything from business accounts, payments, spend management and... ...we build the future of global banking. If that sounds like you, let... ...robust risk mitigation.This hybrid role is based in San Francisco...AccountsTemporary workLocal areaWorldwide- ...engineers, policy experts, and business leaders working together to... ...broad portfolio of enterprise accounts at very different stages of... ...the position Location-based hybrid policy: Currently, we expect... ...ask for money, fees, or banking information before your first...AccountsWork at officeVisa sponsorshipFlexible hours
- ...recovery, insurance claims, and disputes for banks, captives, and specialty lenders. We... .... We are hiring a Sr Finance & Business Operations Associate to help manage... ...reporting, invoicing, vendor payments, accounting, cost control, business insurance, and internal...Full timeWork at office
- ...financial platform for global businesses. Powered by our unique... ...manage everything from business accounts, payments, spend management and... ...we build the future of global banking. If that sounds like you, let... ...robust risk mitigation. This hybrid role is based in San Francisco...AccountsLocal areaWorldwide
$95.03k - $111.8k
...working at Coinbase. As a Treasury & Banking Operations Specialist, you'll join the Treasury Operations... ...and banking operations including bank account funding, balance monitoring across all... ...human oversight to deliver business-ready outputs and drive measurable improvements...AccountsDaily paidLocal area- ...financial platform for global businesses. Powered by our unique... ...manage everything from business accounts, payments, spend management and... ...we build the future of global banking. If that sounds like you, let... ...pricing architectures (usage/SaaS/hybrid), and commercial constructs;...AccountsWorldwide
$110k - $143k
...Sustainability & Climate Client Specialist team and seeking a... ...of each client's business and investment... ...this role is measured by account renewal rates, proactive... ...Identify and communicate upsell opportunities to the... ...funds, wealth managers, banks, insurers and...AccountsContract workWork at officeFlexible hours$240k - $260k
Prelim is growing 2-3x annually and our platform powers account opening and onboarding for banks across the country. Our team is at a turning point: the... .... That’s not sustainable and we know it.As our first Business Operations hire, you’ll build the operational infrastructure...AccountsInterim roleBank staffWork at officeRemote work$75k - $160k
...financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of... ...SalesforceAssist in the day-to-day management of client accounts, including portfolio implementation and re-...AccountsFull timeTemporary workPart time$260k - $365k
...the Firm maintains an office, subject to business needs and candidate qualifications. We... ...work with clients, large and small, in the banking and fintech industry across the globe.... ...Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an...AccountsFull timeTemporary workWork at officeFlexible hours$258k - $322k
...combining global corporate cards and banking with intuitive spend... ...eliminate manual expense and accounting tasks for customers so they can... ...Francisco office. We are a hybrid environment that combines the... ...ResponsibilitiesBe a trusted business partner to the SVP Sales in owning...AccountsWork at officeRemote workWork from home$99k - $232k
...Description & SummaryThe OpportunityAs a Bank Platform Transformation - Testing Strategy... ..., you will lead teams and manage client accounts, focusing on strategic planning and mentoring... .... With your growing knowledge of how business works, you play an important role in identifying...AccountsFull timeH1b$183k - $205k
...team is tasked with keeping our members’ accounts safe, providing them uninterrupted access... ...across card payments, peer-to-peer payments, bank transfers, and other money movement... ...and can frame risk tradeoffs in terms of business impact, not just fraud lossA track record...AccountsFull timeWork at officeLocal areaRemote work$253.12k - $316.4k
...global corporate cards and banking with intuitive spend... ...manual expense and accounting tasks for customers so... ...pivotal in fostering business expansion and ensuring... ...Francisco office. We are a hybrid environment that... ...revenue growth through upsell, cross-sell, and adoption...AccountsWork at officeRemote workWork from home3 days per week$98.7k - $131k
...spent to get the work done, and accounting for these expenditures.Able... ...or behavior.Knowledge of business and management principles involved... ..., the financial markets, banking and the analysis and... ...project managers, marketing specialists, developers, bankers, operations...AccountsWork at officeHome officeFlexible hours- ...operating system for global founders, bringing banking, software, and automation into a single platform so businesses can move faster across borders and stay focused... ...Pioneer new-logo acquisition for Aspire's mid-market accounts across high-growth companies in Singapore and...AccountsBank staffWorldwide
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