Senior Relationship Manager
Core
Serve as the first relationship contact for early-stage startups, helping them adopt Mercury's core financial products and ensuring a seamless experience.
Role type
Senior IC FinTech Relationship Manager
Builds
Mercury's core suite of financial products for early-stage startups
Domain
FinTech / Early-stage startup banking
Required skills
Account management, startup ecosystem knowledge, playbooks execution, cross-functional collaboration, trend identification, project management
Preferred skills
Series 65 license, CFP, CFA charterholder
Technologies
Slack, email
Responsibilities
Serve as the first relationship contact for startups, build and expand relationships across a startup's team, execute and refine playbooks for portfolio engagement, proactively retain and expand opportunities, identify trends by collaborating with cross-functional teams, drive planning and implementation of account growth
Seniority
Senior, hands-on IC