Senior Relationship Manager (FinTech)

Location: San Francisco or Los Angeles, US; remote or office options, with travel to customers in San Francisco and in-person events under 20%.

Salary: $142,900–$178,600 USD annual base salary for employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area.

Company

Mercury is a fintech company providing core financial products and banking services through Choice Financial Group and Column N.A., Members FDIC.

What you will do

• Serve as the first relationship contact for startup customers and help them gain business value from Mercury’s core product suite.
• Build and expand relationships across startup teams as they grow and scale.
• Execute and refine engagement playbooks for a large portfolio, focusing on customer optimization, retention, and growth.
• Retain and expand accounts while identifying opportunities and high-growth startups.
• Collaborate with Sales, Partnerships, and Product to identify customer experience trends and provide feedback.
• Plan, decide, and implement initiatives across the book of business to drive account growth.

Requirements

• 3–7 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 speed.
• Ability to manage a large book of accounts with automation and playbooks while maintaining personal customer relationships.
• Strong communication skills and responsiveness across Slack and email, with the ability to attend in-person events under 20%.
• Customer-first, process-driven mindset with eagerness to grow into deeper Relationship Management responsibilities.
• Strong documentation, proactive communication, and project management skills.

Nice to have

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

Culture & Benefits

• Remote or office work options for the role.
• Base salary, equity through stock options or RSUs, and benefits.
• Commitment to diversity, belonging, equal employment opportunity, and reasonable accommodations throughout the recruitment process.