Level

Mercury

Relationship Manager

Mercury is hiring a Relationship Manager in San Francisco, United States. Level rates it ; you can apply on Mercury.

Level's read on this job

  • Level rates this role Little AI ●○○○: aI is not part of the work.
  • The posting mentions Slack, Email and account management among its tools and skills.
  • Level classes it as a mid-level role.
  • Mercury has 76 other open roles on Level.
  • Posted within the past two weeks.

AI in this role

Manage a high-volume portfolio of startup accounts, driving engagement, retention, and product adoption in the fintech sector.

slackemail
account-managementcustomer-successfintechrelationship-management

About the Role

We’re looking for a Relationship Manager to work with some of the most exciting startups in the world. You’ll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us is seamless and impactful.

This role is ideal for someone who thrives in fast-paced, founder-facing environments and wants to grow their career in FinTech Relationship Management. You’ll handle a high-volume book of startups, provide responsive day-to-day support, and partner with senior leaders to identify and nurture accounts as they scale. The ideal candidate is deeply curious and meticulous, and enjoys engaging customers to investigate issues and deliver insights. 

Mercury is hiring for this role in San Francisco or Los Angeles with travel to customers in San Francisco.

What You’ll Do

  • Serve as the first relationship contact for startups, ensuring they’re getting the most business value out of Mercury.
  • Build relationships across a startup’s team, helping them grow and scale their business while adopting Mercury’s core suite.
  • Execute playbooks that ensure consistent engagement across a large portfolio of startups,  focused on the optimization, retention, and growth of Mercury’s early-stage startup customers
  • Proactively retain, expand, and surface opportunities and high-growth startups across the book of business.
  • Advocate the customer experience by collaborating with cross-functional teams (Sales, Partnerships, Product) to provide feedback and improve the customer’s experience.
  • Identify new business opportunities within existing accounts and drive account growth.

What You’ll Bring

  • 2–4 years in FinTech, Customer Success, early-stage banking,* or startup-facing Account Management.
  • Experience working with founders or early-stage teams; comfort with ambiguity and speed.
  • Surgical precision on effectively managing a large book of accounts with automation and playbooks without losing personal touches.
  • Strong communication skills and responsiveness across Slack, email, and ability to in-person events (<20%).
  • A customer-first, process-driven mindset, with an eagerness to grow into deeper RM responsibilities.
  • Operational rigor of strong documentation, proactive communication, and project management.
  • Bonus points if you have your Series 65 license, CFP, or CFA charterholder. 

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

#LI-AR2

Total Rewards
The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $119,400—$134,300 USD

How we rate this

Relationship Manager at Mercury rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Account ManagementCustomer SuccessFintechRelationship ManagementSlackEmail

Questions you could be asked

  1. Tell me about a project where account management was part of your work. What did you do?
  2. Tell me about a project where customer success was part of your work. What did you do?
  3. Tell me about a project where fintech was part of your work. What did you do?
  4. Tell me about a project where relationship management was part of your work. What did you do?
  5. Walk me through how you've used Slack in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: Account Management, Customer Success, Fintech, Relationship Management, and Slack. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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