客户经理
Relationship Manager
职位描述
我们正在寻找一位关系经理，与全球最令人兴奋的初创公司合作。你将加入一个团队，帮助创始人了解Mercury，协助他们采用我们的核心金融产品，并确保他们与我们的首次体验顺畅且有影响力。
这个职位适合在快节奏、面向创始人的环境中茁壮成长，并希望在金融科技客户关系管理领域发展职业生涯的人。你将处理大量初创公司客户，提供及时的日常支持，并与高级领导合作，识别和培养随着规模扩大的客户。理想的候选人应具备强烈的好奇心和细致的工作态度，喜欢与客户互动以调查问题并提供见解。
你将负责的工作
- 作为初创公司的首要联系人，确保他们从Mercury获得最大的商业价值。
- 在初创公司团队中建立关系，帮助他们增长和扩大业务，同时采用Mercury的核心产品套件。
- 执行流程，确保对大量初创公司客户进行一致的互动，专注于Mercury早期初创客户在优化、留存和增长方面的表现。
- 主动保留客户，扩展业务，并在客户群中发现机会和高增长的初创公司。
- 通过与跨职能团队（销售、合作伙伴关系、产品）协作，倡导客户体验，提供反馈并改进客户的体验。
- 在现有客户中发现新的业务机会，推动客户增长。
你将带来的能力
- 2-4年金融科技、客户成功、早期银行业或面向初创公司的客户管理经验。
- 有与创始人或早期团队合作的经验；能够适应不确定性和快速变化的环境。
- 精确地管理大量客户账户，利用自动化和流程而不失去个性化服务。
- 强大的沟通能力，能及时响应Slack、邮件，并能参加线下活动（不超过20%的时间）。
- 以客户为中心、注重流程的思维方式，渴望承担更深入的客户关系管理职责。
- 对运营严谨性的要求，包括良好的文档记录、主动沟通和项目管理能力。
- 如果你拥有Series 65执照、CFP或CFA资格，将优先考虑。
*Mercury是一家金融科技公司，不是FDIC承保的银行。银行业务由Choice Financial Group和Column N.A.提供，均为FDIC成员。
Mercury重视多元化和归属感。
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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.
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.
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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
US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area:
$107,500—$120,900 USD