Nathan Engstrom

Questioner
DISC Type : c

Associate Manager, Credit Policy at Brex

Fort Mill, South Carolina, United States

Overview

Nathan is an Associate Manager of Credit Policy at Brex, where he has progressed through several roles. He focuses on balancing credit risk with customer experience, leveraging his education in Economics from Davidson College and The London School of Economics to inform his data-driven approach.

Outside of his professional life, Nathan is a leader with the youth organization YoungLife. He also enjoys unique hobbies, including being a pipe collector and an aspiring birder, showcasing a diverse range of personal interests.

He co-founded SowChange, a donation app designed to make philanthropy more accessible.

Personality Overview

Value Seeker

Cautious & Analytical

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Credit Risk Management
His career at Brex is centered on credit policy and strategy, recently spearheading a large improvement to the company's credit policy.
Fintech Disruption
He expresses pride in Brex's role as a top disruptor, emphasizing the company's mission to change how businesses manage their finances.
Data-driven Storytelling
He believes stories are told with data and has a certification in Data Analytics, underscoring his quantitative approach to his work.

Media Appearances

Nathan has no verified media appearances

Work History

4-2025
Associate Manager, Credit Policy at Brex
2-2024 - 4-2025
Credit Strategy Associate at Brex
2-2023 - 2-2024
Credit Strategy Senior Analyst at Brex
6-2021 - 2-2023
Operations Rotational Analyst at Brex
9-2018 - 9-2019
Co-Founder at SowChange

Education

2017 - 2021
Bachelor of Arts - BA from Davidson College
2019 - 2020
Economic History/Economics from The London School of Economics and Political Science (LSE)

More Information

Social Presence :

Prographics :

Exp : 5 Location : Fort Mill, South Carolina, United States Job Level : Middle Designation : Associate Manager, Credit Policy at Brex
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Insights For Selling To Nathan

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nathan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Nathan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Nathan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Nathan take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Nathan

Personality Compatibility


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