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Senior Relationship Manager

Mercury
San Francisco, CA 2 days ago
AI overview

This role involves managing relationships with early-stage startups, helping them adopt financial products and scale their businesses. The position requires building and expanding relationships, executing engagement strategies, and identifying growth opportunities within a portfolio of accounts. Candidates should have 3-7 years of relevant experience, strong communication skills, and a customer-focused, process-driven mindset.

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. 

Mercury is hiring for this role in San Francisco or Los Angeles with travel to customers in San Francisco. 

What You’ll Do

  • Serve as the first relationship contact for startups, ensuring they’re getting the most business value out of Mercury.
  • Build, identify, and expand relationships across a startup’s team, helping them grow and scale their business while adopting Mercury’s core suite.
  • Execute and help refine 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.
  • Identify trends across the customer experience by collaborating with cross-functional teams (Sales, Partnerships, Product) to provide feedback and improve the customer’s experience, sharing with the wider business
  • Fully drive the planning, decisions, and implementation of your book of business to identify new opportunities within existing accounts and drive account growth.

What You’ll Bring

  • 3–7 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.

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:

$142,900—$178,600 USD

Key details

Posted2 days ago
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