Customer Technical Services Manager in United States

Mortgage Loan Officer Subject Matter Expert Location: United States (Onshore; Remote with periodic travel) Employment Type: Full-Time About SAI Group SAI Group is a private investment firm that has committed $1 billion to incubate and scale revolutionary AI-powered enterprise software application companies. Our portfolio, a testament to our success, comprises rapidly growing AI companies that collectively cater to over 2,000+ major global customers, approaching $600 million in annual revenue, and employing a global workforce of over 4,000 individuals. SAI Group invests in new ventures based on breakthrough AI-based products that have the potential to disrupt existing enterprise software markets. SAI Group’s latest investment, JazzX, is a pioneering technology company which is building a platform that will not only shape the future of enterprise AI applications but also offer practical solutions to real-world challenges. Role Overview As JazzX’s Mortgage Loan Officer SME, you will be the single-domain authority for the front end of the mortgage business — lead intake, borrower consultation, qualification, structuring, pricing, locking, and application handoff — across product, engineering, and operations. You will own how loan officer workflows, incentives, and borrower interactions are defined, explained, and operationalized into the JazzX Mortgage Application, ensuring that AI-assisted sales and origination experiences faithfully reflect how loan officers actually work and win business. This is a hands-on position. You will work representative borrower scenarios end-to-end, document how loan officers qualify, structure, and price loans, map the lead-to-lock-to-submission journey, and sit with product managers and engineers daily to translate that knowledge into detailed product requirements, decision logic, and acceptance criteria. JazzX is bui

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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 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 We're seeking an experienced Senior Manager to lead our Sales Development organization. In this second-line leadership role, you will manage a team of SDR Managers, drive pipeline generation strategy, and build the scalable systems that turn early-career sales talent into high-performing revenue contributors. 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 min

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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 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 We're seeking an experienced Senior Manager to lead our Sales Development organization. In this second-line leadership role, you will manage a team of SDR Managers, drive pipeline generation strategy, and build the scalable systems that turn early-career sales talent into high-performing revenue contributors. Where you'll work This role will be based in our Seattle 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

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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. Product at Brex The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope out the most impactful opportunities for Brex to tackle. We are responsible for aligning cross-functional teams — such as Engineering, Legal, Compliance, and Design — on key decisions. We set strategy and drive products from inception to launch, enabling Brex to grow rapidly and help our customers reach their full potential. Unlocking AI Agents for the Finance Admin Companies buy Brex to run their spend, and the person on the hook for that is the finance admin — a controller, an accounting manager, a finance ops lead. Their job comes down to two things they can never quite get ahead of: making sure money is being spent compliantly and documented in time to close the books, and knowing where the company's money is actually going. Today t

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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 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 We're seeking an experienced Senior Manager to lead our Sales Development organization. In this second-line leadership role, you will manage a team of SDR Managers, drive pipeline generation strategy, and build the scalable systems that turn early-career sales talent into high-performing revenue contributors. Where you'll work This role will be based in our New York 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 mini

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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. Partnerships at Brex Partnerships are 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 The Startups Partnership team is a core growth engine at Brex, playing a pivotal role in driving top-of-funnel leads to the team and expanding our market footprint. In this role, you will be responsible for building strong relationships, cultivating partnerships from the ground up, seamlessly integrating new partners into our ecosystem, and consistently hitting targets by transforming these connections into a steady stream of client referrals. You will work closely with VCs, accelerators, incubators, law firms, and other like-minded ind

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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. 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. Engineering at Brex Engineering at Brex is about building systems that scale with speed and intention. Our teams span Software, Data, Security, and IT,

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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. 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. Engineering at Brex Engineering at Brex is about building systems that scale with speed and intention. Our teams span Software, Data, Security, and IT,

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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. 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. Engineering at Brex Engineering at Brex is about building systems that scale with speed and intention. Our teams span Software, Data, Security, and IT,

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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. Design at Brex Design at Brex creates the experiences that make complex systems feel effortless through thoughtful, scalable design. Whether crafting interfaces, shaping product strategy, or harnessing AI to empower our users, we obsess over quality and clarity. This is a team where creativity meets high craft, and where designers grow by building for ambitious customers. What you’ll do Brex is looking for a Senior Brand Designer to join the Design team, a cross-disciplinary group of creatives including product designers, brand designers, content design, operations, and marketing strategists. Our team’s mission is to build a category-defining brand and meaningfully move key business metrics by delivering world-class creative. Your role will be to contribute to direction and execute a variety of creative projects across marketing collateral, digital experiences, out-of-home, communications, environmental, and more. This is a collaborat

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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. Design at Brex Design at Brex creates the experiences that make complex systems feel effortless through thoughtful, scalable design. Whether crafting interfaces, shaping product strategy, or harnessing AI to empower our users, we obsess over quality and clarity. This is a team where creativity meets high craft, and where designers grow by building for ambitious customers. What you’ll do Brex is looking for a Senior Brand Designer to join the Design team, a cross-disciplinary group of creatives including product designers, brand designers, content design, operations, and marketing strategists. Our team’s mission is to build a category-defining brand and meaningfully move key business metrics by delivering world-class creative. Your role will be to contribute to direction and execute a variety of creative projects across marketing collateral, digital experiences, out-of-home, communications, environmental, and more. This is a collaborat

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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 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 We're seeking an experienced Senior Manager to lead our Sales Development organization. In this second-line leadership role, you will manage a team of SDR Managers, drive pipeline generation strategy, and build the scalable systems that turn early-career sales talent into high-performing revenue contributors. Where you'll work This role will be based in our San Francisco 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 mini

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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. Product at Brex The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope the most impactful opportunities for Brex to tackle. We align cross-functional teams—including Engineering, Legal, Compliance, and Design—on key decisions, set strategy, and drive products from inception to launch. What you’ll do Travel is one of the most complex—and stressful—areas of company spend. Growing companies must keep bookings moving, travelers supported, policies enforced, payments working, and expenses organized after every trip. As Senior Product Manager, you will own and scale Brex Travel, our integrated travel experience. You will build across discovery, booking, trip organization, group travel, servicing, payments, and reconciliation—connecting every stage to Brex Card and Expense Management. You will turn travel technol

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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. Product at Brex The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope the most impactful opportunities for Brex to tackle. We align cross-functional teams—including Engineering, Legal, Compliance, and Design—on key decisions, set strategy, and drive products from inception to launch. What you’ll do Travel is one of the most complex—and stressful—areas of company spend. Growing companies must keep bookings moving, travelers supported, policies enforced, payments working, and expenses organized after every trip. As Senior Product Manager, you will own and scale Brex Travel, our integrated travel experience. You will build across discovery, booking, trip organization, group travel, servicing, payments, and reconciliation—connecting every stage to Brex Card and Expense Management. You will turn travel technol

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. 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. Product at Brex The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope the most impactful opportunities for Brex to tackle. We align cross-functional teams—including Engineering, Legal, Compliance, and Design—on key decisions, set strategy, and drive products from inception to launch. What you’ll do Travel is one of the most complex—and stressful—areas of company spend. Growing companies must keep bookings moving, travelers supported, policies enforced, payments working, and expenses organized after every trip. As Senior Product Manager, you will own and scale Brex Travel, our integrated travel experience. You will build across discovery, booking, trip organization, group travel, servicing, payments, and reconciliation—connecting every stage to Brex Card and Expense Management. You will turn travel technol