Mercury
fintech
SeniorRelationshipManagerAccountingPartners
“Senior Relationship Manager - Accounting Partners at Mercury. Skills: relationship management, accounting firm partnerships, product adoption, customer success. Steward a portfolio of accounting firms and deepen how they use Mercury. Serve as the primary relationship owner for a book of existing partner accounting firms that use Mercury on behalf of their clients”
What You'll Achieve.
driving retention and expansion; increase client adoption of Mercury products via accounting firms; ensuring firms and their clients realize full platform value
Industry & Context.
What They're Looking For.
Must Have
4–6 years in customer success, relationship banking, fintech account management, or a similar client-facing role where you’ve owned a book of business and driven retention and expansion, 3+ years of experience working directly with accounting firms or inside an accounting firm, where you’ve built relationships with practitioners and understand how firms operate day to day, working knowledge of general ledger systems, chart of accounts structures, bank reconciliations, and accrual vs. cash basis accounting, Familiarity with the accounting technology ecosystem, Experience managing a book of business across multiple firms or multi-entity client portfolios, where you’ve tracked adoption, driven product utilization, and identified expansion opportunities across a complex web of stakeholders, Clear, confident communication skills with finance leaders and firm principals
Nice to Have
Experience in a multi-threaded or account-based coverage model where you’ve managed both the primary account (the firm) and downstream stakeholders (the firm’s clients), Background in commercial banking, treasury management, or venture debt that gives you fluency in the financial products Mercury offers, A network in the accounting or bookkeeping community, Experience designing or iterating on customer success playbooks, workflows, or scalability experiments
What You'll Do.
Steward a portfolio of accounting firms and deepen how they use Mercury
Serve as the primary relationship owner for a book of existing partner accounting firms that use Mercury on behalf of their clients
Build trust with firm principals and practitioners
understand how they work inside Mercury day to day
and become the person they turn to when something isn’t working or could be working better
Map each firm's full client network
Track product utilization across complex entities and stakeholders
and proactively identify where the experience can improve
Execute a structured cadence of success calls
and proactive check-ins tailored to the accounting firm's book of business rhythm
Focus on surfacing friction
driving adoption of underused features
and ensuring firms and their clients realize full platform value
Drive product adoption from the firm down to their clients
Execute playbooks for accounting
and new product features—adapted for the accounting partner motion where adoption decisions often flow from the firm’s recommendation down to client action
Increase client adoption of Mercury products via accounting firms
Ensure critical workflow features (reconciliation-friendly transactions
bookkeeper access) are utilized by the clients they serve
Be the voice of the accounting partner inside Mercury
Channel accounting practitioner insights to Product
Translate firm workflows and pain points into actionable feedback that shapes the product roadmap
Contribute to the design and iteration of accounting-partner-specific playbooks
and tooling that make this motion scalable
How You'll Work.
Team & Collaboration
Channel accounting practitioner insights to Product, Marketing, and Leadership
Communication Scope
Clear, confident communication skills with finance leaders and firm principals; Comfortable in a QBR with a managing partner and a quick Slack exchange with a staff bookkeeper
Applying for this Senior Relationship Manager - Accounting Partners role?
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