Senior Relationship Manager

The shape of it

In the posting’s own words

We’re looking for a Relationship Manager to work with some of the most exciting startups in the world. You’ll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us is seamless and impactful.

What it asks for · 7

• 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.
• 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.

What the job covers

• Serve as the first relationship contact for startups, ensuring they’re getting the most business value out of Mercury.
• Build, identify, and expand relationships across a startup’s team, helping them grow and scale their business while adopting Mercury’s core suite.
• Execute and help refine 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.
• Identify trends across the customer experience by collaborating with cross-functional teams (Sales, Partnerships, Product) to provide feedback and improve the customer’s experience, sharing with the wider business
• Fully drive the planning, decisions, and implementation of your book of business to identify new opportunities within existing accounts and drive account growth.

Tools and skills named

Words the posting leans on

• startups7×
• customer6×
• accounts5×
• business5×
• book4×
• experience4×
• identify4×
• relationship4×
• early-stage3×
• fintech3×
• grow3×
• management3×
• banking2×
• book business2×
• business identify2×
• communication2×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

More open at Mercury

• Account ExecutiveNew York, NY or San Francisco, CA
• AML Investigator IIISan Francisco, CA, New York, NY, Portland, OR, or Remote within United States
• Business Continuity Management LeadSan Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States
• Business Risk OfficerSan Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States
• Creative Director - Brand NarrativeSan Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States
• Customer Support Manager - RiskSan Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States