Relationship Manager - Remote

Overview

As a Relationship Manager at Mercury, your role will be grounded in engaging with our early-stage customer base to develop relationships focused on account retention and growth.

In Short

• Act as the primary point of contact for clients, supporting them in optimizing their banking and financial workflows.
• Manage a large portfolio, ensuring operational efficiency and effective client engagement.
• Upsell and cross-sell new features and products to drive product value and revenue.
• Maintain customer records using our tech stack (Salesforce, Salesloft, Gong, Slack, etc.).
• Act as an internal advocate for customers, summarizing insights to inform product development.
• Collaborate with sales, product, engineering, and marketing teams to support customer needs.

Requirements

• 2-3+ years of experience in Account Management, Sales, or Relationship Management.
• Experience in SaaS or FinTech is a bonus.
• Strong communication skills to engage with stakeholders effectively.
• Ability to create impact for customers while maintaining process and detail.
• Proactive in listening to customer goals and delivering engagement strategies.
• Excellent time management skills and ability to prioritize projects.
• Effective at building relationships with internal stakeholders.

Benefits

• Competitive base salary and equity (stock options).
• Comprehensive benefits package.
• Opportunities for professional growth in a fast-paced environment.