Relationship Manager
Job Summary
Working remotely or in select U.S. cities, the full-time Relationship Manager will engage with startups to ensure they maximize the value of Mercury's financial products while managing a high-volume portfolio and collaborating with cross-functional teams to enhance customer experience.
Key responsibilities
- Serve as the primary contact for startups, facilitating their adoption of Mercury's services
- Build and maintain relationships with startup teams to support their growth and scaling efforts
- Identify opportunities for account expansion and advocate for customer needs across teams
Required qualifications
- 2-4 years of experience in FinTech, Customer Success, or early-stage Account Management
- Experience working with founders or early-stage teams in a fast-paced environment
- Proven ability to manage a large portfolio of accounts effectively
- Strong operational skills in documentation, communication, and project management
- Bonus: Series 65 license, CFP, or CFA charterholder
Complete Job Description
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