Client Sales Executive, SaaS Overlay

Brex

San Francisco, CA, US
  • Job Type: Full-Time
  • Function: Sales
  • Post Date: 06/26/2025
  • Website: brex.com
  • Company Address: San Francisco, California 94108, US

About Brex

Brex is the AI-powered spend platform. We transform finance teams from reactive no-sayers to proactive growth drivers. With Brex, companies spend with confidence by empowering employees to make smarter financial decisions from anywhere.

Job Description

Why join us

Brex is the AI-powered spend platform. We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive software for travel and expenses. Tens of thousands of companies from startups to enterprises — including DoorDash, Flexport, and Compass — use Brex to proactively control spend, reduce costs, and increase efficiency on a global scale.

Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Sales at Brex
The Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team.

What you’ll do
As a SaaS Overlay Client Sales Executive at Brex, you will play a pivotal role in driving the adoption of Empower SaaS solutions within our Enterprise customer segment. Your primary focus will be to improve SaaS attach rates, ensuring customer stickiness and satisfaction. You will collaborate closely with Customer Success and Client Sales team members, engaging in both proactive and reactive sales motions to identify and close SaaS opportunities.

Responsibilities

  • Reactively support Customer Success and Client Sales teams on paid SaaS sales cycles, taking the lead on complex deals
  • Manage a portfolio of customer accounts, focusing on driving SaaS upsell, which will increase customer stickiness
  • Conduct product demonstrations and provide technical expertise to potential customers
  • Collaborate with CSEs, CSMs, and Solution Consultants to ensure seamless sales processes and customer experiences
  • Develop and execute strategic account plans to achieve and exceed sales targets
  • Maintain accurate records of sales activities and customer interactions in CRM systems

Requirements

  • 2+ years of full-cycle B2B software sales experience 
  • 1+ years of outbound prospecting experience 
  • Experience leading SaaS product demonstrations
  • Goal-oriented and self-motivated with a proven track record of meeting and exceeding targets
  • Strong understanding of SaaS products and their implementation
  • Excellent communication and presentation skills
  • Ability to work in fast-paced, high-velocity environments
  • Proficiency in CRM software and other sales tools
  • Coachability with an interest in growing your career in sales

Bonus points

  • Previous experience in an overlay sales role
  • Familiarity with financial products, credit cards, and business finance
  • Familiarity with credit card management, encompassing a deep understanding of limits, rewards, and underwriting
  • Familiarity with the enterprise customer segment and high-value sales cycles
  • Familiarity with software solutions, especially in areas such as Expense Management, Travel, and Billpay
  • Previous experience in implementing successful upselling and cross-selling strategies
  • Keen awareness of the competitive landscape, industry trends, and market dynamics
  • A background in handling renewals, ensuring customer retention, and minimizing churn
  • Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.

Compensation
The expected OTE range for this role is $135,600 - $169,500. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance.  Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.