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Salary: USD 119,400 - 134,300 / annual
Mercury is a fintech platform providing banking, treasury, and financial workflow solutions for startups and technology companies. We're seeking a Relationship Manager to serve as the primary point of contact for our early-stage startup customers, ensuring they derive maximum business value from Mercury's core financial products.
In this role, you'll manage a high-volume portfolio of startup accounts, providing responsive day-to-day support and building deep relationships across founders' teams. You'll execute proven playbooks to drive consistent engagement, retention, and expansion within your book of business. Working in a fast-paced, founder-facing environment, you'll proactively identify growth opportunities, surface high-potential accounts, and advocate for customer needs by collaborating with Sales, Partnerships, and Product teams to continuously improve the customer experience.
Key responsibilities include:
- Serving as the first relationship contact for startups, ensuring they maximize value from Mercury
- Building relationships across startup teams to support their growth while driving adoption of Mercury's suite
- Executing playbooks focused on optimization, retention, and growth of early-stage customers
- Proactively retaining accounts, identifying expansion opportunities, and surfacing high-growth startups
- Advocating for customer experience improvements through cross-functional collaboration
- Identifying and driving new business opportunities within existing accounts
The role is based in San Francisco or Los Angeles with travel to customers in the San Francisco area (less than 20%).
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; comfort with ambiguity and speed
- Ability to manage a large book of accounts efficiently using automation and playbooks while maintaining personal relationships
- Strong communication skills and responsiveness via Slack, email, and in-person events
- Customer-first, process-driven mindset with eagerness to grow into deeper relationship management responsibilities
- Operational rigor including strong documentation, proactive communication, and project management
- Bonus: Series 65 license, CFP, or CFA charterholder
About Mercury
Fintech — banking, treasury, and financial workflow platform for startups and technology companies.
