Relationship Manager (FinTech)

Location: San Francisco or Los Angeles, United States, with travel to customers in San Francisco and in-person events under 20%. Office or remote work is available.

Salary: $119,400–$134,300 USD per year for employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area.

Company

Mercury is a fintech company providing financial products and banking services to startups through partner financial institutions.

What you will do

• Serve as the primary relationship contact for startup customers and help them receive business value from Mercury.
• Build relationships with founders and startup teams as they grow and adopt Mercury’s core financial product suite.
• Execute engagement playbooks across a high-volume portfolio, supporting customer optimization, retention, and growth.
• Identify high-growth startups, expansion opportunities, and new business within existing accounts.
• Collaborate with Sales, Partnerships, and Product to improve the customer experience and share customer feedback.

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 in fast-paced and ambiguous environments.
• Strong communication and responsiveness across Slack, email, and in-person customer events.
• Strong documentation, proactive communication, process management, and project management skills.
• Ability to manage a large portfolio with automation and playbooks while maintaining personal customer engagement.
• Customer-first, process-driven mindset and interest in developing deeper relationship-management responsibilities.

Nice to have

• Series 65 license.
• CFP certification.
• CFA charterholder status.

Culture & Benefits

• Fast-paced, founder-facing environment focused on supporting early-stage startups.
• Collaboration with Sales, Partnerships, and Product teams.
• Total rewards include base salary, equity through stock options or RSUs, and benefits.
• Commitment to diversity, belonging, equal employment opportunity, and reasonable accommodations.