Relationship Manager

CFA Institute; San Francisco, Northern (CA, KY); Hybrid; USD 108,000 - 134,000; Full time

Job summary

Mercury is seeking a Relationship Manager to engage startups, helping them adopt Mercury’s core financial products and ensuring a seamless first experience. You’ll manage a fast-paced, founder-facing portfolio and partner with senior leaders to identify growth opportunities as startups scale.

Ideal candidates have 2-4 years in FinTech or startup-facing roles, excellent communication, and a customer-first mindset.

Qualifications

• 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 in managing a large book of accounts with automation and playbooks while keeping personal touches.
• Strong communication skills and responsiveness across Slack, email, and in-person events (<20%).
• Customer-first, process-driven mindset with eagerness to grow into deeper RM responsibilities.
• Operational rigor with documentation, proactive communication, and project management.

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 optimization, retention, and growth.
• 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.

Skills

FinTech experience

Customer Success

Account Management

Startup-facing

Job description

About the Role

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.

What You'll Do

• 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.

What You'll Bring

• 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.
• Bonus points if you have your Series 65 license, CFP, or CFA charterholder.

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

Total Rewards

The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following

US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area:

$119,400-$134,300 USD

US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area:

$107,500-$120,900 USD