Senior Relationship Manager

About this role

Manage a high-volume portfolio of early-stage startup customers, helping founders adopt Mercury’s financial products and get value from them. Build customer relationships, support retention and account growth, and work with internal teams to improve the customer experience.

About the company

Mercury provides banking and financial software for startups, combining business accounts, cards, and money-management tools designed for venture-backed companies.

What you'll do

• Serve as the primary relationship contact for startups and help them get value from Mercury’s products
• Build relationships across customer teams and support their growth and product adoption
• Use and refine engagement playbooks for portfolio optimization, retention, and growth
• Identify opportunities to retain and expand accounts and surface high-growth startups
• Share customer trends and feedback with Sales, Partnerships, Product, and the wider business
• Plan and manage the book of business to identify account-growth opportunities

What we're looking for

• 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; comfortable with ambiguity and fast-paced environments
• Ability to manage a large account portfolio with precision, automation, and playbooks while maintaining a personal touch
• Strong communication and responsiveness across Slack, email, and in-person events
• Customer-first, process-driven mindset and eagerness to grow into deeper Relationship Manager responsibilities
• Strong documentation, proactive communication, and project management skills

Nice to have

• Series 65 license, CFP, or CFA charter