Senior Relationship Manager – Accounting Partners

🕒 May 19

🏢🏡 San Francisco – Hybrid

💵 $128.6k - $178.6k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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Mercury

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2019

💳 Fintech

💸 Finance

☁️ SaaS

Fintech • Finance • SaaS

Mercury is a financial technology company that provides online business banking services, although it is not a bank itself. It partners with FDIC-insured banks like Choice Financial Group, Column N. A. , and Evolve Bank & Trust to offer banking services. Mercury aims to simplify financial operations for startups and businesses by offering a range of services including checking and savings accounts, treasury management, corporate cards, expense management, invoicing, and accounting automations. The platform is designed to streamline various banking tasks and enhance financial workflows with features like fraud monitoring and account security. It also offers investment opportunities through its Mercury Treasury product and startup support through its Mercury Raise platform.

📋 Description

• 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 • Map each firm's full client network • Execute a structured cadence of success calls, business reviews, and proactive check-ins • Drive product adoption from the firm down to their clients • Execute playbooks for accounting and new product features • Increase client adoption of Mercury products via accounting firms • Be the voice of the accounting partner inside Mercury • Channel accounting practitioner insights to Product, Marketing, and Leadership

🎯 Requirements

• 4–6 years in customer success, relationship banking, fintech account management, or a similar client-facing role • 3+ years of experience working directly with accounting firms or inside an accounting firm • Strong 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 • Clear, confident communication skills with finance leaders and firm principals • Comfort with Salesforce (or similar CRM), health-score tooling, and Slack-based workflows

🏖️ Benefits

• base salary • equity (stock options/RSUs)