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About the Role
We are seeking a Relationship Manager to engage with high-growth startups, introduce them to Mercury's financial products, and ensure a positive initial experience. This role is suited for individuals who excel in fast-paced, founder-facing settings and aim to advance their careers in FinTech Relationship Management. You will manage a substantial portfolio of startups, offer prompt daily assistance, and collaborate with senior staff to identify and cultivate scaling accounts. The ideal candidate is highly curious, detail-oriented, and skilled at customer engagement to resolve issues and provide insights.
Responsibilities
- Serve as the primary relationship contact for startups, maximizing their business value from Mercury.
- Cultivate relationships across startup teams to support their growth and adoption of Mercury's services.
- Implement engagement strategies for a large startup portfolio, focusing on optimization, retention, and growth.
- Proactively identify opportunities for retention, expansion, and high-growth startups within the portfolio.
- Champion the customer experience by collaborating with Sales, Partnerships, and Product teams to provide feedback and enhance services.
- Discover new business opportunities within existing accounts and drive account expansion.
Requirements
- 2–4 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 in ambiguous and fast-paced environments.
- Demonstrated ability to manage a large book of accounts efficiently through automation and playbooks while maintaining personal touch.
- Strong communication skills and responsiveness via Slack, email, and in-person events (<20%).
- A customer-first, process-driven mindset with a desire to grow into advanced RM responsibilities.
- Operational rigor including strong documentation, proactive communication, and project management skills.
- Series 65 license, CFP, or CFA charterholder are considered a plus.
Skills
- Relationship Management
- Customer Success
- Account Management
- FinTech
- Communication
- Customer Engagement
- Project Management
- Automation
- Process Improvement
Location
- San Francisco
- Los Angeles
Work Type
- Hybrid
Experience Level
- Mid-level
Salary/Compensations
- $119,400—$134,300 USD
Benefits
- Base salary
- Equity (stock options/RSUs)
- Benefits
About the Company
- Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.
Equal Opportunity
- 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.