Relationship Manager

Mercury•San Francisco, CA

13h

About The Position

The Relationship Manager works with startups to introduce founders to Mercury, support adoption of its core financial products, and ensure a seamless first experience. The role manages a high-volume portfolio of startups, provides responsive day-to-day support, and partners with senior leaders to identify and nurture accounts as they grow. It is suited to someone who thrives in a fast-paced, founder-facing environment and is curious, meticulous, and motivated to investigate customer issues and deliver insights. Mercury is hiring for this role in San Francisco or Los Angeles, with travel to customers in San Francisco.

Requirements

2–4 years of experience in FinTech, Customer Success, early-stage banking, or startup-facing Account Management.
Experience working with founders or early-stage teams, and comfort with ambiguity and speed.
Ability to manage a large book of accounts with precision, using automation and playbooks while maintaining personal customer interactions.
Strong communication skills and responsiveness across Slack and email, and ability to attend in-person events (<20%).
Customer-first, process-driven mindset and eagerness to grow into deeper Relationship Management responsibilities.
Operational rigor in documentation, proactive communication, and project management.

Nice To Haves

Series 65 license, CFP, or CFA charterholder.

Responsibilities

Serve as the first relationship contact for startups and help them get business value from Mercury.
Build relationships across startup teams and help them grow while adopting Mercury’s core suite.
Execute playbooks for consistent engagement across a large portfolio, focused on optimization, retention, and growth of early-stage startup customers.
Proactively retain and expand accounts, and identify high-growth startups across the book of business.
Advocate for the customer experience by collaborating with Sales, Partnerships, and Product to provide feedback and improve customer experience.
Identify new business opportunities within existing accounts and drive account growth.