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Relationship Manager

Mercury· Sales & Partnerships
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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.
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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.

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