Mercury
fintech
SeniorManager-RelationshipManagement
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“Senior Manager - Relationship Management at Mercury. Skills: Relationship Management, team leadership, commercial strategy, AI and automation. Lead a team of Relationship Managers. coach them”
What You'll Achieve.
Drive expansion revenue; Own your team's commercial targets across product attach, upsell, and wallet share growth; Make sure your team's work starts and ends with the customer; Growth that erodes trust isn't growth; building a team that earns the right to expand relationships, not one that just chases numbers; Help each person on your team get meaningfully better at their job; Use technology to scale; Identify where AI and automation can take operational work off your team's plate so they spend more time talking to customers; Run small experiments to find signal; Test messaging, segmentation, cadence, and channels; Look at the data, learn fast, and adjust; The competitive landscape shifts regularly, and your team's approach needs to shift with it; Translate what you're hearing from customers into something Product, Operations, Marketing, and Compliance can act on
Industry & Context.
Identify where AI and automation can take operational work off your team's plate; Build native automations; design AI-forward workflows; partner with RevOps and Engineering to push the limits of what your team can do with fewer manual processes; Run small experiments to find signal; Test messaging, segmentation, cadence, and channels; Look at the data, learn fast, and adjust
AI fluency is a must, We're not looking for someone who configures off-the-shelf tools. We want someone scrappy who builds native automations and is always looking for ways to do more with less.
What They're Looking For.
Must Have
8+ years in account management, customer success or expansion sales with commercial ownership, at least 3 years managing a revenue-owning team, A track record of running experiments and iterating quickly in a fast-moving, competitive environment, AI fluency, real experience automating processes and leveraging data to make your team more effective, Demonstrated ability to gain trust and buy-in from a team, especially in a fast-paced environment where things are still being figured out, Experience building relationships with key stakeholders and customers
Nice to Have
Experience managing people in different functional sub-roles (vertical specialists, scaled account managers, strategic RMs) with related but distinct goals, Pre-sales or net-new sales experience in addition to post-sale expansion, Background in fintech, banking, or SaaS serving startups and growth-stage companies
What You'll Do.
Lead a team of Relationship Managers
drive commercial results across a growing book of accounts
build the right systems
figure out what great RM management looks like at scale
leveraging AI to free your team up for the work that actually matters: building real relationships with customers
Make sure your team's work starts and ends with the customer
earn the right to expand relationships
business reviews and deal reviews
Help each person on your team get meaningfully better at their job
Own your team's commercial targets across product attach
and wallet share growth
Know which accounts to push and when
Identify where AI and automation can take operational work off your team's plate
spend more time talking to customers
Build native automations
design AI-forward workflows
partner with RevOps and Engineering to push the limits of what your team can do with fewer manual processes
Run small experiments to find signal
Translate what you're hearing from customers into something Product
and Compliance can act on
How You'll Work.
Team & Collaboration
Work cross-functionally: Translate what you're hearing from customers into something Product, Operations, Marketing, and Compliance can act on; partner with RevOps and Engineering
Communication Scope
Give direct, honest feedback; Translate what you're hearing from customers into something Product, Operations, Marketing, and Compliance can act on; networking; representing the team at events; developing the kind of rapport that turns customers into advocates
Process & Methodology
building systems, coaching rhythms, workflows, running experiments, iterating quickly
Full Job Description
Every great company eventually faces the same question: how do you turn your best customers into the engine that fuels growth? The companies that get this right know that the best way to grow is to help your top customers scale. Their success becomes the blueprint the next wave wants to follow. Mercury is building a complete financial stack for ambitious businesses. Our Relationship Management team owns our highest-value customers. When this group thrives, Mercury thrives. We exist to make sure these customers don't just use Mercury, but see us as a strategic partner in their growth. We're looking for a Senior Manager to lead a team of Relationship Managers, coach them, and drive commercial results across a growing book of accounts. You'll start with 4 to 5 direct reports, intentionally small so you have space to build the right systems, coaching rhythms, and workflows before scaling up. You'll also help us figure out what great RM management looks like at scale, leveraging AI to free your team up for the work that actually matters: building real relationships with customers. What you’ll do: Put customers first: Make sure your team's work starts and ends with the customer. Growth that erodes trust isn't growth. You're building a team that earns the right to expand relationships, not one that just chases numbers. Lead and coach your team: Run regular 1:1s, business reviews and deal reviews. Give direct, honest feedback. Help each person on your team get meaningfully better at their job. Drive expansion revenue: Own your team's commercial targets across product attach, upsell, and wallet share growth. Know which accounts to push and when. Use technology to scale: Identify where AI and automation can take operational work off your team's plate so they spend more time talking to customers. Build native automations, design AI-forward workflows, and partner with RevOps and Engineering to push the limits of what your team can do with fewer manual processes. Stay nimble and
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