Implementation at Brex

Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It’s a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with ‘Brex for life’. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers.

What you’ll do

The Implementation Consultant I role on the Commercial team supports our small to mid-sized customers through their onboarding journey, helping them get up and running on Brex with guidance and structured support. As an initiator on the team, you’ll develop your product knowledge, sharpen your project management skills, and build the foundation for a career in implementation consulting.

Where you’ll work

This role will be based in our Salt Lake City office. 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. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

• Organize and facilitate customer meetings by managing agendas, capturing notes, tracking action items, and setting clear expectations throughout the implementation lifecycle.
• Support customers in understanding their business needs and configuring Brex to address them, translating basic requirements into product configurations with guidance.
• Manage straightforward stakeholder communication and assist with timelines and deliverables to keep implementations on track.
• Assist with spend migrations and support end user adoption during deployment, helping customers feel confident and prepared for go-live.
• Introduce integration concepts to customers, provide relevant guides for connecting Brex with external systems, and engage Technical Consultants for more complex integration or troubleshooting needs.
• Coordinate handoffs between AE/CSE and CSM, providing basic documentation to ensure continuity of the client relationship.
• Deliver standard change management templates to customers in preparation for go-live, and lead training sessions with supervision as needed.
• Collaborate within the Implementation team and contribute feedback on the client experience when asked, supporting process improvements over time.

Requirements

• 2+ years of experience in a customer-facing role, ideally within a SaaS organization or a consulting firm that delivers SaaS services.
• Some exposure to project coordination or structured implementation work.
• Strong communication skills, both with customers and internal stakeholders.
• Comfort working across technical and non-technical workstreams with guidance.
• Organized and detail-oriented, with a strong sense of urgency in driving tasks to completion.
• Collaborative mindset with the ability to work cross-functionally to resolve issues.

Bonus points

• Experience in Financial, Expense Management, or ERP software.
• Familiarity with any of the following domains: General Ledger, Accounts Payable, Accounts Receivable, Billing, Expense Management, Travel, Procurement, or Corporate Card programs.

Compensation

The expected salary range for this role is $80,800 - $101,000 USD.  However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Brex LLC is a wholly owned subsidiary of Capital One, N.A.

Sales at Brex

Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company's bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What you'll do

• Conduct structured discovery to understand customer workflows, pain points, and decision criteria, going beyond stated requirements to uncover latent pain through targeted, hypothesis-driven questioning
• Identify key value drivers and align solutions to measurable business outcomes
• Challenge assumptions and provide a clear, differentiated point of view
• Design and deliver tailored product demonstrations that connect directly to customer needs
• Translate complex technical capabilities into clear, compelling business value for technical, business, and executive audiences
• Own the technical win strategy in partnership with Account Executives, operating independently to lead the technical and consultative motion
• Anticipate and address objections across technical, operational, and business dimensions, participating actively in deal reviews with a clear point of view
• Act as a trusted advisor throughout the sales process, building ROI narratives tied to customer-specific metrics
• Provide guidance on best practices, implementation considerations, and future-state workflows
• Partner with Product, Engineering, Security, and CX teams to address customer requirements and ensure alignment on solution scope for post-sales handoff

Where you'll work

This role will be based in our Salt Lake City office. 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. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

Senior Solutions Consultants at Brex are responsible for independently leading the consultative, value-driven sales motion. This is not a traditional demo role. Senior SCs act as trusted advisors who own the technical win strategy, helping customers:

• Understand their current state and challenges
• Reframe problems and identify opportunities
• Evaluate Brex as a strategic solution

You will operate autonomously alongside Account Executives to shape deal strategy, guide customer decision-making, and ensure solutions are aligned to real business outcomes, not just product features.

Requirements

• 4–6+ years of experience in Solutions Consulting, Sales Engineering, or similar customer-facing roles in SaaS
• Advanced discovery skills, with the ability to uncover latent pain and reframe customer thinking through targeted, hypothesis-driven questioning
• Ability to operate independently alongside Account Executives, leading the technical and consultative motion without requiring SC leadership support
• Hands-on familiarity with AI-powered financial tools or workflows, with the ability to demo and discuss them credibly with both technical and business audiences
• Ability to communicate complex concepts clearly to both technical and non-technical audiences
• Experience presenting to senior stakeholders, including executive-level audiences
• Strong collaboration skills and ability to partner effectively with Sales and cross-functional teams
• Comfort with ambiguity and ability to create structure in evolving environments
• Curiosity and a desire to continuously learn, improve, and refine your approach

Compensation

The expected OTE range for this role is $170,400 to $213,000. 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.

Brex LLC is a wholly owned subsidiary of Capital One, N.A.

Sales at Brex

Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What you’ll do

• Conduct structured discovery to understand customer workflows, pain points, and decision criteria
• Identify key value drivers and align solutions to measurable business outcomes
• Challenge assumptions and provide a clear, differentiated point of view
• Own the solution narrative: Design and deliver tailored product demonstrations that connect directly to customer needs
• Translate complex technical capabilities into clear, compelling business value
• Adapt messaging for technical, business, and executive audiences
• Drive deal strategy with Sales, including partnering with Account Executives to develop deal strategy and influence customer decisions
• Anticipate and address objections across technical, operational, and business dimensions
• Participate actively in deal reviews with a clear point of view
• Act as a trusted advisor throughout the sales process
• Provide guidance on best practices, implementation considerations, and future-state workflows
• Help customers evaluate tradeoffs and make confident decisions
• Navigate cross-functional collaboration, such as partnering with Product, Engineering, Security, and CX teams to address customer requirements
• Support technical validation efforts (e.g., integrations, APIs, security reviews)
• Ensure alignment on solution scope and expectations for post-sales handoff

Where you'll work

This role will be based in our Salt Lake City office. 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. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

Solutions Consultants at Brex are responsible for leading the consultative, value-driven sales motion. This is not a traditional demo role. SCs act as trusted advisors, helping customers:

• Understand their current state and challenges
• Reframe problems and identify opportunities
• Evaluate Brex as a strategic solution

You will partner closely with Account Executives to shape deal strategy, guide customer decision-making, and ensure solutions are aligned to real business outcomes, not just product features.

Requirements

• 3 - 4+ years of experience in Solutions Consulting, Sales Engineering, or similar customer-facing roles in SaaS
• Strong discovery skills with the ability to diagnose business problems, not just respond to requirements
• Ability to communicate complex concepts clearly to both technical and non-technical audiences
• Experience presenting to senior stakeholders, including executive-level audiences
• Strong collaboration skills and ability to partner effectively with Sales and cross-functional teams
• Comfort with ambiguity and ability to create structure in evolving environments
• Curiosity and a desire to continuously learn, improve, and refine your approach

ABOUT THIS ROLE

As the Revenue Accounting Manager you will serve as the technical subject matter expert and primary driver for the daily execution of our global revenue streams, spanning SaaS, hardware, and services. This role reports to the Director, Revenue Accounting, and is a high-impact, individual contributor role focused on the technical accuracy and integrity of our financial reporting. You will own the end-to-end revenue close process and maintain robust governance to ensure all reporting remains compliant with U.S. GAAP (ASC 606). Your expertise will be vital in ensuring audit readiness, transparency, and the scalability of our global revenue operations as we continue to expand.

ROLE RESPONSIBILITIES 

• Technical Revenue Execution: Lead the monthly and quarterly revenue close process. This includes the high-level preparation of complex journal entries, reconciliations, and the oversight of revenue recognition data to ensure accuracy.
• Technical Documentation & Research: Act as the internal consultant for revenue accounting. You will draft and maintain technical accounting memos to ensure all revenue conclusions are documented, approved, and prepared for rigorous audit testing.
• Compliance & SOX Governance: Serve as the functional owner for revenue-related SOX controls. You will design and execute processes that meet internal and external compliance standards, ensuring a "no surprises" audit environment.
• Systems & Scalability: Take a lead technical role in the Oracle revenue system enhancement project. You will partner with IT to perform User Acceptance Testing (UAT), troubleshoot complex logic issues, and ensure data integrity for SKUs, pricing, and contracts.
• Process Automation: Proactively identify and implement process improvements to shorten close cycles and leverage automation, ensuring our systems can scale for international expansion.
• Strategic Collaboration: Partner cross-functionally with Sales and Legal to review complex deal structures, identifying and communicating potential revenue impacts before contracts are finalized.
• Audit Management: Act as the primary liaison for internal and external auditors during walkthroughs, providing expert evidence collection and technical explanations for revenue treatments.

OUR IDEAL CANDIDATE

• Credentials: CPA is highly preferred with a deep technical foundation in ASC 606.
• Experience: 5+ years of progressive accounting experience. We highly value candidates with a blend of Big 4 public accounting and hands-on corporate revenue experience in a fast-paced environment.
• Systems Mastery: Advanced proficiency with Oracle (strongly preferred) and Salesforce. You should have a proven track record of navigating ERP implementations or significant system upgrades.
• Analytical Depth: Exceptional skills in complex reconciliations and flux analysis. You have a knack for distilling massive amounts of technical data into clear, actionable insights for leadership.
• Autonomy & Integrity: A self-starter who operates with the highest ethical standards. You possess the professional independence and confidence required to uphold financial reporting integrity without constant supervision.

The role:

The Sarbanes-Oxley (SOX) Program Management Office (PMO) and Testing Group at SoFi is part of the Controllership and is responsible for ensuring the company has the necessary internal control and assessment elements in place to meet the SOX requirements. The PMO facilitates risk assessment and scoping to determine project scope of each reporting year, then prepares the internal control assessment plan and accompanying timeline, inclusive of scheduling and conducting walkthroughs for each process and control, and updating corresponding control description and process flowcharts.The Testing team facilitates all SOX management assessments for SoFi and its subsidiaries by attending control walkthroughs and conducting testing for all in-scope systems and controls. The IT Testing team performs testing over IT General Control, IT Automated Controls, Key Reports and IT-related Entity Level Controls. The Data Analytics team develops and implements testing automations, evaluates new technologies and supports reporting and dashboarding for the SOX Audit.

Responsibilities for the SOX Data Analytics & AI Manager, include, but are not limited to, identifying, developing and implementing data analytics and automation solutions for the SOX PMO & Testing teams, partnering with external stakeholders to implement automation solutions related to SOX controls, providing oversight of the SOX Data Analytics program, and assisting the SOX PM with reporting as needed. The SOX Data Analytics & AI Manager will report to the SOX IT Testing & Data Analytics Senior Manager, and will work with a mix of direct, indirect, and external team members to execute the program, including the SOX PMO IT Sr Manager and PMO team, to employ strategic and critical thinking skills to develop data analytics and automations.

SoFi’s fast pace of growth provides career development (e.g., work directly with senior and executive management) and learning opportunities (e.g., new system implementations) considering the role's enterprise-wide exposure.

What you’ll do: 

• Use data analytics, automation techniques and AI to increase efficiency and effectiveness in the SOX program execution (e.g., risk assessments, testing, fraud risk detection, deficiency analysis), program analytics/monitoring as well advise the business control owners on mechanisms to automate controls.
• Develop, Build and Lead the SOX Data Analytics and AI program
• Create SOX Data Analytics and AI program framework and policy/standards
• Work closely with the SOX team and cross-functional stakeholders to translate business objectives into technical specifications for data analytics and automation projects. This includes understanding the SOX business need, identifying technical requirements and bridging the gap between complex data and systems, business needs and internal control requirements.
• Lead the integration of AI and Automation tools to enhance testing efficiency. Develop and deploy automated continuous control monitoring solutions to provide comprehensive coverage of high-risk areas, shifting from point-in-time assurance to continuous assurance
• Design and implement automated data pipelines, build SQL queries and data extraction scripts for evidence retrieval and control testing, reducing manual intervention
• Collaborate with business stakeholders and EPD teams to design and implement integrated solutions that meet business and internal control requirements.
• Identify opportunities for process improvement through automation within the internal control environment.
• Partner with other Data Analytics teams across the three lines of defense to drive cross-functional data analytics projects, such as the build out of a shared data warehouse and code library, and harmonize risk and control reporting across.
• Establish internal policies, procedures and standards for the deployment and use of Automation and AI within the internal control environment.
• Collaborate with the SOX Sr Director, SOX Sr Program Manager, SOX IT Testing Lead and other SOX Leads to identify reporting needs, develop and implement dashboards, including the monitoring of SOX Program (e.g., Audit Status, Issue Trends, Resourcing, Budgeting)
• Key management consultant, and internal controls expert in building and maintaining ongoing relationships with the various lines of business included in the company's SOX process.
• Responsibilities also include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance 2) adhering to company policies and procedures, 3) completing required training.
• Support other assignment and ad hoc matters as required

What you’ll need:

• Education: Bachelor's Degree.
• 5-7 or more years of Data Analytics experience, including 2-3 years of data analytics within internal audit control teams
• Proficiency in SQL, Python and other languages, including writing complex SQL queries to pull data
• Experience with business intelligence, data warehousing and dashboarding, including Snowflake, Tableau and PowerBI
• Ability to work independently and lead in ambiguity and in a fast-paced environment
• Understanding of data lineage and integrity
• Driven by Excellence - you are driven by our mission and our passion for customer success which means you relentlessly pursue excellence, that you do not tolerate mediocrity and you work intensely to achieve your goals
• High Integrity - you seek open and honest communication, and you hold yourself to very high moral and ethical standards
• You reject manipulation, dishonesty and intolerance
• Critical thinking, analytical and strategic skills
• Ability to independently navigate within an ambiguous environment
• Organized, detailed, proactive, self-motivated, collaborative
• Proven ability to work cross functionally and adapt to change are extremely important
• Ability to prioritize workloads and ensure deadlines are consistently met
• High integrity and ability to handle confidential information
• Ability to define deliverables, build budgets and project plans, align resources and specialists for project teams
• Strong project management skills and organizing ability with successful experience in concurrently managing multiple projects at varying levels of technical difficulty 
• Strong teamwork and communication skills (both oral and written)

Nice to have:

• Big 4 Accounting Firm experience is strongly preferred.
• CPA and CIA/CISA or strongly preferred
• Prefer FinTech, banking and/or financial services experience primarily focused on IT SOX or IT enterprise-wide risk management and ICFR controls consulting.
• Practical and deep knowledge of IT / BP SOX, ICFR and COSO and baseline understanding of business process controls.
• Expertise in performing SOX testing, including ITGCs, ITACs, Manual Controls and Key Report Testing (e.g., examining report configurations, scripts)

Implementation at Brex 

Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It’s a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with ‘Brex for life’. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers.

What you’ll do

As an Enterprise Implementation Consultant, you will serve as a strategic advisor to our largest customers, guiding them through a successful launch of the Brex platform. Acting as a hybrid coach, project manager, and product expert, your primary goals will be to drive wide product adoption, deliver ongoing business value, and help customers transform their financial workflows.

Where you’ll work

This role will be based in our Salt Lake City office. 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 two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

Responsibilities

• Lead and project manage end-to-end global enterprise implementations and launches. This includes scoping customer outcomes, creating project plans, mobilizing stakeholders, configuring and testing the platform, and overseeing accounting software integrations.
• Serve as a strategic consultant by working closely with customers to discover their business needs, leading design workshops, and coaching them on how to best use Brex to solve their challenges.
• Drive customer success and adoption by developing strategies to ramp up spending activity, and providing global change management planning to guide clients on their communication approach, training materials, and execution.
• Manage and cultivate customer relationships by building multi-threaded connections from senior leaders to day-to-day stakeholders, managing expectations, and working diligently to provide solutions to any challenges.
• Act as a key cross-functional partner within the Brex account team, collaborating with Sales, Customer Success, and Partnerships to deliver a smooth customer experience and align on partner-led solutions.
• Influence product development by adapting quickly to product changes, communicating them strategically to stakeholders, and providing a key voice into future iterations of the product roadmap.
• Build and execute a prioritization strategy for managing multiple high-touch customer relationships effectively.

Requirements

• 4+ years in customer-facing SaaS or consulting roles, including hands-on global project management or consulting work supporting complex, enterprise-level organizations.
• Deep expertise in the Travel & Expense (T&E) industry is preferred, with at least 3+ years of hands-on domain experience. Preference for experience implementing T&E SaaS solutions.
• A knack for leading complex customer engagements, with the ability to comfortably manage both technical and non-technical workstreams.
• Exceptional communication and problem-solving skills, with a demonstrated ability to resolve issues cross-functionally and deliver creative, customized solutions for a variety of customers.
• A proven track record of building customer-centric processes and a strong sense of urgency to drive projects to completion while achieving desired business outcomes.

Bonus points

• Hands-on implementation experience with Financial, Expense Management, or ERP software.
• Additional domain expertise in any of the following areas: General Ledger, Accounts Payable, Accounts Receivable, Billing, Procurement, or Corporate Card Program Management.

Compensation

The expected salary range for this role is $128,800 - $161,000 USD. However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.

Position Summary:

The Implementation Manager leads onboarding for new Employers and Consultant partners, ensuring a clear, organized, and easy implementation process into the ParetoHealth community. This role owns each step from start to finish—owning timelines, coordinating details accurately, anticipating challenges and risks early, and delivering an exceptional experience that builds confidence and long-term satisfaction.

Reporting to the Manager, Implementation Delivery this individual independently manages multiple concurrent implementations in a fast-paced, seasonal environment. The Implementation Manager plays a critical role in strengthening overall onboarding quality by executing effectively, adapting to change, and identifying and adopting improvements. Their work builds lasting, valued relationships for Employers and Consultants alike.

Key Responsibilities:

• Own and manage implementations end-to-end, ensuring all deliverables are completed accurately, efficiently, and on time.
• Lead Employers and Consultant experience throughout onboarding by being proactive, managing expectations, and adapting to different audiences to ensure clarity, consistency, and customer satisfaction.
• Facilitate kick off calls, ongoing touchpoints, and status updates to maintain clarity, accountability, and momentum across all parties.
• Partner with internal teams including Sales, Underwriting, Account Management, and Cost Containment Operations to align priorities, share updates, manage dependencies, and anticipate needs across the onboarding process.
• Execute established processes and tools (e.g., Salesforce, InspirePlanner) with precision and timeliness, while identifying and adopting improvements that enhance efficiency and scalability.
• Demonstrate adaptability, initiative, and teamwork by responding to change, sharing insights, supporting peers, and promoting alignment across the Implementation function to contribute to collective success.
• Deliver successful onboarding outcomes that reduce errors/ escalations and build confidence, satisfaction, and long-term partnerships with Employers and Consultant partners

Required Skills & Qualifications:

• Bachelor’s degree or equivalent work experience required.
• 2+ years of experience in client implementation, onboarding, or project/account management; experience in health benefits, stop-loss, or insurance preferred.
• Proven ability to manage multiple projects simultaneously with accuracy, organization, and strong attention to detail.
• Strong communication and relationship management skills with ability to simplify complex concepts and tailor messages to different audiences.
• Demonstrated relationship-building skills and a strong commitment to customer satisfaction.
• Collaborative team player with experience working cross-functionally to meet deadlines, manage dependencies, and achieve goals.
• Analytical and problem-solving mindset with a data-driven approach, leveraging tools such as Salesforce (SFDC) and InspirePlanner (or other project management tools) to improve processes and performance.
• Self-starter with initiative, adaptability, and commitment to continuous improvement.

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement 
• Engaging hybrid work environment

Grow With Us

We’re looking for a Brand Designer who will execute high-quality design work across marketing and sales channels while helping manage incoming design requests. This role contributes to project scoping and coordination, with a primary focus on delivering strong visual assets and ensuring brand consistency across all touchpoints.

A Brand Designer owns the design function as a strategic partner to the business. In addition to executing design work, they shape how design projects are scoped, prioritized, and executed across the company. They act as a consultant to internal teams, guiding stakeholders on how to best approach visual communication rather than simply fulfilling requests. This role also leads brand systems, manages design operations, and mentors other designers or contractors.

The ideal candidate is beginning to build skills in project management and cross-functional collaboration, and is developing confidence in acting as a strategic design partner.

This role follows a 3-day in-office setup, designed to enable close collaboration with the marketing team and cross-functional partners.

This is a contract position with strong potential to transition into a full-time role based on performance and business needs.

Day in the Life

Strategic Brand Ownership

• Ensure brand consistency and clarity across all marketing, sales, and product-facing materials. Evolve the brand system as the company grows. Establish templates, standards, and scalable design patterns.

Design Consulting

• Act as a strategic advisor for design requests.
• Help stakeholders clarify the objective of a request before execution.
• Recommend the best format, structure, or design approach rather than simply executing what was asked. This includes reframing a request for a slide deck into a one-pager or web page, improving messaging hierarchy and information structure, and advising on visual storytelling for sales or marketing campaigns.

Project Scoping & Prioritization

• Own the design request intake process. Scope projects properly by defining goals, audience, deliverables, and timelines. Prioritize requests based on business impact.

Design Operations

• Manage and mentor part-time designers or contractors. Review work and maintain quality standards. Improve design workflows and processes across the company.

Cross-Functional Partnership

• Work closely with product marketing, growth, sales, and leadership. Translate strategic initiatives into clear visual communication.

What Success Looks Like

• Design requests are clearly scoped before work begins.
• Stakeholders receive guidance on the best approach, not just design execution.
• The brand system becomes more scalable and consistent.
• Design becomes a strategic partner to marketing and sales.
• Contractors and other designers produce work that meets brand standards.

Who You Are

• Strong design craft and visual storytelling.
• Confidence in advising stakeholders and pushing back when needed.
• Ability to translate vague requests into clear project scopes.
• Ownership of design operations and prioritization.
• Ability to mentor and elevate other designers.

Salary Range

About the Role

As a Technical Support Engineer, you will be on the front lines helping customers resolve technical issues and operate more efficiently. You will play a critical role in ensuring successful outcomes for our users while strengthening the reliability of our platform and workflows. This role is a launchpad for broader opportunities across NexHealth. You will gain cross-functional exposure by collaborating with Product, Engineering, Account Management, and Onboarding, building the skills needed for long-term growth and future leadership within Customer Success.

Our team thrives on solving complex problems with creativity and precision. We embrace tough challenges, leverage cutting-edge AI tools to support customers and streamline internal workflows, and operate with a team sport mindset. Everyone helps each other succeed. As experts on our platform, we serve as strategic consultants for our customers and advise on best practices that improve their business operations.

What You’ll Do

• Engage directly with customers via phone, email, and chat to understand and resolve technical inquiries
• Troubleshoot real-time issues and provide creative product solutions for dental workflows
• Guide customers step-by-step to configure and maximize value from our SaaS platform
• Deliver ad-hoc training sessions to support product adoption and operational efficiency
• Act as a consultant to customers by recommending best practices that improve their business operations
• Partner with internal teams (Product, Engineering, Account Management, Onboarding) to escalate issues, share insights, and improve platform quality
• Contribute to a collaborative culture built on shared problem-solving, continuous learning, and collective success

What You’ll Bring

• A strong analytical mindset and passion for solving complex problems creatively
• 3+ years of professional experience; technical experience is a plus
• A desire to contribute within a fast-paced, high-growth startup environment
• Excellent verbal and written communication skills with strong attention to detail
• BS degree (or equivalent experience)

Outside Sales Consultant – Home Improvement

Are you ready to transform your career and earn life-changing income? HavenHub is looking for driven, entrepreneurial individuals to join our growing team in Salt Lake City, Utah. This is your chance to take control of your future in a fast-paced, results-driven environment.

Why HavenHub?
At HavenHub, we don’t just offer jobs—we provide careers that lead to financial freedom. While we offer high-quality leads after training, we believe success starts with building your skills through hands-on experience. That’s why we train you to knock doors, close deals, and produce results.

Our top sales specialists earn $250k+ annually and have access to comprehensive training, a proven sales process, and a supportive team dedicated to your success.

What We Offer:

• Earn While You Learn: Get paid during training as you master our scripted sales process.
• Leads Provided Post-Training: High-quality leads will be available once you've completed our training and demonstrated your ability to close deals.
• Uncapped Earnings: Your income potential is limitless with uncapped commissions and performance bonuses.
• Career Advancement: We’re expanding rapidly and prioritize promoting top performers into management roles.
• Wealth-Building Opportunities: Learn how to leverage your earnings to build long-term financial security.

What We’re Looking For:

• Hustlers and Go-Getters: You’re not afraid to knock doors, make connections, and close deals.
• Entrepreneurial Spirit: You have the drive to succeed and the ambition to achieve financial freedom.
• Competitive Edge: You thrive in a results-driven environment and strive to be the best.
• Coachable and Motivated: You’re open to learning and ready to apply our proven sales techniques.

Responsibilities:

• Engage directly with potential customers by knocking doors and presenting home improvement solutions.
• Build strong relationships with clients to establish trust and deliver value.
• Meet and exceed sales goals through proactive efforts and consistent follow-through.
• Transition to using provided leads after demonstrating success in direct outreach.

Compensation & Benefits:

• Pay: $72,819 – $250,000+ (Uncapped Commission + Bonuses).
• Flexibility: Create your schedule with options to work evenings and weekends.
• Bonuses: Performance-based incentives and opportunities for quarterly bonuses.

Requirements:

• Willingness to knock doors and generate your own leads during initial training.
• Strong work ethic, confidence, and competitive nature.
• Valid driver’s license and reliable transportation.

Take the first step toward building your dream career. Apply now, and our hiring team will contact you to schedule an interview. Your success starts here with HavenHub!

Check out our HavenHub Careers Page: https://havenhub.com/careers/

HavenHub is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Outside Sales Consultant – Home Improvement

Are you ready to transform your career and earn life-changing income? HavenHub is looking for driven, entrepreneurial individuals to join our growing team in Provo, Utah. This is your chance to take control of your future in a fast-paced, results-driven environment.

Why HavenHub?
At HavenHub, we don’t just offer jobs—we provide careers that lead to financial freedom. While we offer high-quality leads after training, we believe success starts with building your skills through hands-on experience. That’s why we train you to knock doors, close deals, and produce results.

Our top sales specialists earn $250k+ annually and have access to comprehensive training, a proven sales process, and a supportive team dedicated to your success.

What We Offer:

• Leads Provided Post-Training: High-quality leads will be available once you've completed our training and demonstrated your ability to close deals.
• Uncapped Earnings: Your income potential is limitless with uncapped commissions and performance bonuses.
• Career Advancement: We’re expanding rapidly and prioritize promoting top performers into management roles.
• Wealth-Building Opportunities: Learn how to leverage your earnings to build long-term financial security.

What We’re Looking For:

• Hustlers and Go-Getters: You’re not afraid to knock doors, make connections, and close deals.
• Entrepreneurial Spirit: You have the drive to succeed and the ambition to achieve financial freedom.
• Competitive Edge: You thrive in a results-driven environment and strive to be the best.
• Coachable and Motivated: You’re open to learning and ready to apply our proven sales techniques.
• HIS License Preferred: Having a Home Improvement Sales (HIS) license is a plus and can help you hit the ground running.

Responsibilities:

• Engage directly with potential customers by knocking doors and presenting home improvement solutions.
• Build strong relationships with clients to establish trust and deliver value.
• Meet and exceed sales goals through proactive efforts and consistent follow-through.
• Transition to using provided leads after demonstrating success in direct outreach.

Compensation & Benefits:

• Pay: $72,819 – $250,000+ (Uncapped Commission + Bonuses).
• Flexibility: Create your schedule with options to work evenings and weekends.
• Bonuses: Performance-based incentives and opportunities for quarterly bonuses.

Requirements:

• Willingness to knock doors and generate your own leads during initial training.
• Strong work ethic, confidence, and competitive nature.
• Valid driver’s license and reliable transportation.

Take the first step toward building your dream career. Apply now, and our hiring team will contact you to schedule an interview. Your success starts here with HavenHub!

Check out our HavenHub Careers Page: https://havenhub.com/careers/

HavenHub is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.