HHiring Reality
← Mercury

Relationship Manager

Mercury
Location
San Francisco, CA, New York, NY, Portland, OR, or Remote within United States
Posted
18 days ago
Department
Sales & Partnerships
What they actually want (must-haves)
  • 2–4 years in FinTech, Customer Success, early-stage banking, or startup-facing Account Management
  • Experience working with founders or early-stage teams
  • Ability to manage a large book of accounts with automation and playbooks
  • Strong communication skills and responsiveness across Slack, email, and in-person events
  • Customer-first, process-driven mindset
  • Operational rigor of strong documentation, proactive communication, and project management
Nice to have
  • Series 65 license
  • CFP
  • CFA charterholder
What the job really is

The Relationship Manager role involves working closely with startups to help them adopt Mercury's financial products and ensure a positive customer experience. Daily responsibilities include managing a portfolio of accounts, building relationships with startup teams, executing engagement playbooks, and collaborating with cross-functional teams to improve customer satisfaction. The position requires strong communication skills and a customer-first mindset, with a focus on account growth and retention.

Benefits
  • Base salary
  • Equity (stock options/RSUs)
  • Competitive salary and equity ranges
  • Salary based on experience, expertise, geographic location, and internal pay equity
Things to weigh
  • Role involves high-volume account management which may be challenging
  • Fast-paced environment may not suit everyone
  • No specific mention of remote work flexibility outside the United States
Job score2.8/5
Benefits2/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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