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Relationship Manager
Career Insights for Financial Relationship Manager
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Scorecard
Based on California data
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What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$143,960 / year median in California
-11% projected decline
Job Description
About the Role Were looking for a Relationship Manager to work with some of the most exciting startups in the world. Youll 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. Youll 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. What Youll Do Serve as the first relationship contact for startups, ensuring theyre getting the most business value out of Mercury. Build relationships across a startups team, helping them grow and scale their business while adopting Mercurys core suite. Execute playbooks that ensure consistent engagement across a large portfolio of startups, focused on the optimization, retention, and growth of Mercurys 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 customers experience. Identify new business opportunities within existing accounts and drive account growth. What Youll 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 (