Mercury
Senior Relationship Manager
San Francisco, CA. Posted 15 days ago
The role
You will serve as the first relationship contact for startups to ensure they get business value from Mercury. You will manage a high-volume book of startups, build relationships with founders, and collaborate with cross-functional teams to improve customer experience.
What you will do
- Serve as the first relationship contact for startups
- Build, identify, and expand relationships across a startup's team
- Execute and help refine playbooks for engagement, optimization, retention, and growth
- Proactively retain, expand, and surface opportunities and high-growth startups
- Identify trends by collaborating with Sales, Partnerships, and Product teams
- Drive planning, decisions, and implementation of your book of business
Required qualifications
- 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
- Ability to manage a large book of accounts with automation and playbooks
- Strong communication skills and responsiveness across Slack and email
- Ability to attend in-person events (<20%)
- Customer-first, process-driven mindset
- Operational rigor of strong documentation, proactive communication, and project management
Nice to have
- Series 65 license
- CFP
- CFA charterholder
Benefits
- Base salary
- Equity (stock options/RSUs)
- Benefits
About the company
Mercury is a fintech company. Banking services are provided through Choice Financial Group and Column N.A., Members FDIC.