← Brex
Brex role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Corporate cards, business banking and expense software in one platform for finance teams.
Who you'd be calling
CFOs, VPs of Finance, Controllers and Heads of Accounting at startups and mid-sized companies.
Your opener
“Hi [Name], this is [You] from Brex. I know I'm interrupting your day. We help finance teams put cards, banking and expenses in one place, do you have a quick minute?”
Problems you solve for them
- Spend scattered across cards, banks and spreadsheets
- Manual expense reports and missing receipts
- No clear control over who can spend what
- Slow, messy reporting for leadership
Discovery questions to ask
- How are company cards and expenses managed today?
- How many tools does your team touch to track spending?
- What does reporting spend to leadership look like?
Objections they'll throw at you
“I'm busy right now.”
→ No worries, I'll keep it short. Can we set 10 minutes for later this week?
“We're not interested.”
→ Got it. Is your current setup working well, or is finance just stretched thin right now?
“We already use a card and bank.”
→ Makes sense. Brex puts cards, banking and expense tracking together. Would it help to see where the extra steps are in your current setup?
“Just email me.”
→ Happy to. Which matters more to you: saving time on expenses or getting better control over spend?
Competitors worth knowing
Ramp, Expensify, Bill
Interview tips for this company
- Be ready to say what makes Brex different from Ramp in plain words, since interviewers may ask.
- Prepare two or three questions about how a finance manager's day actually goes.
Written from public information about Brex to help you practice. Ask an insider what their role play looked like; it's the best prep there is.