Relationship Manager
Required skills
- FinTech
- Customer Success
- early-stage banking
- startup-facing Account Management
- founders
- early-stage teams
- ambiguity
- speed
- large book of accounts
- automation
Nice to have
- Series 65 license
- CFP
- CFA charterholder
Role summary
Mercury is seeking a Relationship Manager to work with startups, helping them adopt financial products and scale their business. This role involves managing a high-volume book of accounts, providing day-to-day support, and identifying growth opportunities. The ideal candidate has 2-4 years of experience in FinTech, Customer Success, or Account Management, with a customer-first, process-driven mindset. The position is based in San Francisco or Los Angeles, with some travel required. Bonus points for Series 65 license, CFP, or CFA charterholder.
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.
Mercury is hiring for this role in San Francisco or Los Angeles with travel to customers in San Francisco.
What You’ll Do
What You’ll Bring
*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.
Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
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Total RewardsThe 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 USDSimilar roles
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