Relationship Manager
Hybrid (San Francisco, CA)$119.4k - $134.3kfull-timePosted 5d ago
About the role
Relationship Manager role focused on startup-facing fintech relationship management, enabling founders to adopt Mercury's core financial products, manage a high-volume book of startups, and drive growth and retention.
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.
Qualifications
- 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.
Skills
Required:Relationship managementCommunicationAccount management
Benefits
- Total Rewards package includes base salary, equity (stock options/RSUs), and benefits.
- Competitive salary and equity ranges updated regularly based on data.
- New hire offers based on experience, location, and internal pay equity.
Last updated Oct 21, 2026. Interested? Apply on the company site.
About Mercury
Online Business Banking For Startups & Small Businesses | Financial Workflows
Powerful banking. Simplified finances. Apply in 10 minutes for business banking that transforms how you operate.
bankingfinancial workflowsbusiness bankingmobile bankingcorporate cardscredit cardsdeposit insurancetreasury
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