Relationship Manager

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Act as the primary relationship contact for startups, ensuring they derive maximum business value from Mercury.

• Cultivate relationships across startup teams, assisting them in growth and scalability while integrating Mercury’s core offerings.

• Implement playbooks for consistent engagement across a vast portfolio of startups, concentrating on optimization, retention, and growth.

• Proactively maintain, expand, and identify opportunities with high-growth startups within the portfolio.

• Work collaboratively with Sales, Partnerships, and Product to champion the customer experience and enhance it.

• Discover new business opportunities within existing accounts and drive account development.

⛳️ Requirements

• 2–4 years of experience in FinTech, Customer Success, early-stage banking, or account management in a startup environment.

• Proven experience collaborating with founders or early-stage teams; ability to adapt to ambiguity and rapid changes.

• Capable of effectively managing a substantial portfolio of accounts using automation and playbooks, while maintaining personal interactions.

• Excellent communication skills and responsiveness through Slack and email.

• Willingness to attend in-person events (less than 20%).

• Customer-centric and process-oriented mindset.

• Strong skills in documentation, proactive communication, and project management.

• Series 65 license, CFP, or CFA charterholder are advantageous.

🏝️ Benefits

• Competitive base salary.

• Equity options (stock options/RSUs).

• Comprehensive benefits package.

• Reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs.