Relationship Manager (FinTech)

Location: San Francisco, New York, Portland, or remote within the United States; in-person events required less than 20% of the time.

Salary: $119,400–$134,300 USD annually for employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area; $107,500–$120,900 USD annually for employees elsewhere in the United States.

Company

Mercury is a fintech company providing financial products and banking services for startups through partner banks.

What you will do

• Serve as the primary relationship contact for startup customers and help them maximize the value of Mercury products.
• Build relationships with founders and startup teams as their businesses grow and scale.
• Execute engagement playbooks across a large portfolio, focusing on customer optimization, retention, and growth.
• Identify high-growth startups, expansion opportunities, and new business within existing accounts.
• Investigate customer issues and provide responsive day-to-day support.
• Collaborate with Sales, Partnerships, and Product to improve the customer experience.

Requirements

• 2–4 years of experience in fintech, customer success, early-stage banking, or startup-facing account management.
• Experience working with founders or early-stage teams and comfort with ambiguity and rapid change.
• Ability to manage a large book of accounts using automation and playbooks while maintaining personal relationships.
• Strong communication skills and responsiveness across Slack and email.
• Customer-first, process-driven mindset with strong documentation, proactive communication, and project management skills.

Nice to have

• Series 65 license, CFP, or CFA charterholder qualification.

Culture & Benefits

• Total rewards include base salary, equity through stock options or RSUs, and benefits.
• Compensation is adjusted based on experience, expertise, geographic location, and internal pay equity.
• Work includes occasional in-person customer or company events.
• Mercury is committed to diversity, belonging, equal employment opportunity, and reasonable accommodations.