Senior Relationship Manager
About The Position
Mercury is seeking a Relationship Manager to work with startups, introduce founders to Mercury, support adoption of its core financial products, and ensure a seamless and impactful customer experience. The role suits someone who thrives in fast-paced, founder-facing environments and is interested in developing a career in FinTech Relationship Management. The Relationship Manager will manage a high-volume portfolio of startups, provide responsive day-to-day support, and partner with senior leaders to identify and nurture accounts as they scale. The position is based in San Francisco or Los Angeles, with travel to customers in San Francisco.
Requirements
- 3–7 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 effectively manage a large book of accounts with precision, automation, and playbooks while maintaining personal customer interactions.
- Strong communication 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 Manager responsibilities.
- Strong operational rigor, including documentation, proactive communication, and project management.
Nice To Haves
- Series 65 license.
- CFP.
- CFA charterholder.
Responsibilities
- Serve as the first relationship contact for startups and help them get the most business value out of Mercury.
- Build, identify, and expand relationships across startup teams, supporting their growth and adoption of Mercury’s core product suite.
- Execute and help refine playbooks for consistent engagement across a large portfolio, focused on optimizing, retaining, and growing early-stage startup customers.
- Proactively retain and expand accounts and surface opportunities and high-growth startups across the book of business.
- Identify customer experience trends and collaborate with Sales, Partnerships, Product, and other cross-functional teams to share feedback and improve the customer experience.
- Drive planning, decisions, and implementation for the book of business to identify opportunities within existing accounts and drive account growth.
Benefits
- Base salary.
- Equity (stock options/RSUs).
- Benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
