Senior Relationship Manager

Mercury • San Francisco, CA

3d

About The Position

Mercury is seeking a Relationship Manager to support startups and help founders adopt its core financial products. The role serves as the first relationship contact for a high-volume portfolio of startup customers, providing responsive day-to-day support and ensuring a seamless, valuable experience. The Relationship Manager partners with senior leaders and cross-functional teams to identify and nurture accounts as they scale, while helping refine consistent engagement approaches focused on customer optimization, retention, and growth. 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, with comfort navigating ambiguity and speed.
• Ability to manage a large book of accounts precisely using automation and playbooks while maintaining personal customer relationships.
• Strong communication and responsiveness across Slack and email, and ability to attend in-person events.
• Customer-first, process-driven mindset and eagerness to grow into deeper Relationship Management responsibilities.
• Strong operational rigor, including documentation, proactive communication, and project management.

Nice To Haves

• Series 65 license.
• CFP designation.
• CFA charterholder.

Responsibilities

• Serve as the first relationship contact for startups and help them get the most business value from Mercury.
• Build, identify, and expand relationships across startup teams, supporting their growth and adoption of Mercury’s core suite.
• Execute and help refine playbooks for consistent engagement across a large portfolio of startups, focused on optimization, retention, and growth of early-stage customers.
• Proactively retain and expand accounts and identify high-growth startups and opportunities across the book of business.
• Collaborate with Sales, Partnerships, Product, and other cross-functional teams to identify customer experience trends, provide 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 in the form of stock options or RSUs.
• Benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed