Summary
Mercury is a fintech company that provides financial products and services to startups. The Relationship Manager will serve as the primary relationship contact for a portfolio of startups, helping them adopt Mercury’s products, receive ongoing support, and grow their businesses. The role also involves retaining and expanding accounts, identifying opportunities, and collaborating with cross-functional teams to improve the customer experience.
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 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
Skills
- 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
Qualifications
Must Haves
- 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
Nice to Haves
- Bonus points if you have your Series 65 license, CFP, or CFA charterholder
Benefits
- Equity (stock options/RSUs)