Relationship Manager

Mercury•San Francisco, NY

7d•Remote

About The Position

We’re looking for a Relationship Manager to work with some of the most exciting startups in the world. You’ll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us is seamless and impactful. This role is ideal for someone who thrives in fast-paced, founder-facing environments and wants to grow their career in FinTech Relationship Management. You’ll handle a high-volume book of startups, provide responsive day-to-day support, and partner with senior leaders to identify and nurture accounts as they scale. The ideal candidate is deeply curious and meticulous, and enjoys engaging customers to investigate issues and deliver insights.

Requirements

2–4 years in FinTech, Customer Success, early-stage banking, or startup-facing Account Management.
Experience working with founders or early-stage teams; comfort with ambiguity and speed.
Surgical precision on effectively managing a large book of accounts with automation and playbooks without losing personal touches.
Strong communication skills and responsiveness across Slack, email, and ability to in-person events (<20%).
A customer-first, process-driven mindset, with an eagerness to grow into deeper RM responsibilities.
Operational rigor of strong documentation, proactive communication, and project management.

Nice To Haves

Series 65 license
CFP
CFA charterholder

Responsibilities

Serve as the first relationship contact for startups, ensuring they’re getting the most business value out of Mercury.
Build relationships across a startup’s team, helping them grow and scale their business while adopting Mercury’s core suite.
Execute playbooks that ensure consistent engagement across a large portfolio of startups, focused on the optimization, retention, and growth of Mercury’s early-stage startup customers.
Proactively retain, expand, and surface opportunities and high-growth startups across the book of business.
Advocate the customer experience by collaborating with cross-functional teams (Sales, Partnerships, Product) to provide feedback and improve the customer’s experience.
Identify new business opportunities within existing accounts and drive account growth.