Mercury

Relationship Manager

Mercury$107K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years in FinTech, Customer Success, or startup-facing Account Management
  • Experience with founders or early-stage teams in dynamic environments
  • Ability to manage a large account portfolio with automation without losing personal touch
  • Strong communication skills across various platforms including Slack and email
  • Customer-first mindset with a desire to take on more Relationship Management responsibilities
  • Operational rigor in documentation, communication, and project management
  • Bonus for having Series 65 license, CFP, or CFA charterholder

Responsibilities

  • Serve as the primary relationship contact for startups leveraging Mercury's services
  • Build and nurture relationships within startup teams to support their growth
  • Implement engagement playbooks for a large portfolio of startup accounts
  • Proactively retain and expand client relationships, surfacing new growth opportunities
  • Collaborate with cross-functional teams to enhance customer experience
  • Identify and develop new business opportunities within existing accounts

Benefits

  • Equity package (stock options or RSUs) included
  • Highly competitive salary range, regularly updated
  • Focus on professional development and career growth opportunities
Full Job Description
About the Role

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.

This role is ideal for someone who thrives in fast-paced, founder-facing environments and wants to grow their career in FinTech Relationship Management. You'll handle a high-volume book of startups, provide responsive day-to-day support, and partner with senior leaders to identify and nurture accounts as they scale. The ideal candidate is deeply curious and meticulous, and enjoys engaging customers to investigate issues and deliver insights.
What You'll Do
  • 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.
What You'll Bring
  • 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 (
  • 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.

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.


Total Rewards
The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area:

$119,400-$134,300 USD

US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area:

$107,500-$120,900 USD

About Mercury

Mercury is a banking and financial services company that provides a range of products and services to individuals and businesses. Their offerings include checking and savings accounts, loans, credit cards, and investment services. The company was founded in 2000 and has since grown to become a leading player in the financial industry. Mercury's mission is to help people and businesses achieve their financial goals, and they are committed to providing excellent customer service and innovative solutions.
Learn more about Mercury
Size
5,000 employees
Industry

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