Relationship Manager
- San Francisco, United States
- Mid Level
- 2+ years
- Posted
Skills
Required
- Slack
Join Mercury, a leading financial platform for startups, as a Relationship Manager. In this role, you will work closely with exciting startups, helping them adopt our core financial products and ensuring a seamless and impactful experience. You will handle a high-volume book of startups, provide day-to-day support, and collaborate with senior leaders to identify and nurture accounts as they scale. This position offers a range of benefits, including health, dental, and vision coverage, unlimited vacation policy, and a retirement matching program.
Gérer un portefeuille de startups, fournir un support réactif au quotidien et identifier les opportunités de croissance.
This role is ideal for someone who thrives in fast-paced, founder-facing environments and wants to grow their career in FinTech Relationship Management
The ideal candidate is deeply curious and meticulous, and enjoys engaging customers to investigate issues and deliver insights
Responsibilities
- Établir des relations avec les équipes des startups, les aider à se développer et à adopter les produits financiers de Mercury.
- Collaborer avec des équipes interfonctionnelles pour améliorer l'expérience client et identifier de nouvelles opportunités commerciales.
- Surgical precision on effectively managing a large book of accounts with automation and playbooks without losing personal touches
Requirements
- Bonus points if you have your Series 65 license, CFP, or CFA charterholder
- Strong communication skills and responsiveness across Slack, email, and ability to in-person events (<20%)
- Experience working with founders or early-stage teams; comfort with ambiguity and speed
- 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
Preferred
- 2–4 years in FinTech, Customer Success, early-stage banking,* or startup-facing Account Management
Pay
USD 119,400 - 134,300
