Senior Relationship Manager - Accounting Partners

About the Role

The Senior Relationship Manager role at Mercury is a unique opportunity to work with a cutting-edge company that is revolutionizing the way accounting firms and their clients manage their finances. As a senior relationship manager, you will be responsible for building and maintaining strong relationships with a portfolio of accounting firms, driving the adoption of Mercury's financial products, and identifying opportunities for growth.

The role entails working closely with accounting firm principals and practitioners to understand their needs and provide tailored solutions to help them grow their business. You will be responsible for executing a structured cadence of success calls, business reviews, and proactive check-ins to ensure that firms and their clients are realizing the full value of Mercury's platform.

Mercury is committed to providing its employees with a supportive and collaborative work environment, with a strong focus on professional development and growth. As a senior relationship manager, you will be part of a dedicated team that is passionate about delivering exceptional customer experiences and driving business growth.

What You Will Do

• Build and maintain strong relationships with a portfolio of accounting firms, driving the adoption of Mercury's financial products
• Execute a structured cadence of success calls, business reviews, and proactive check-ins to ensure that firms and their clients are realizing the full value of Mercury's platform
• Map each firm's full client network and track product utilization across complex entities and stakeholders
• Identify opportunities for growth and provide tailored solutions to help accounting firms and their clients achieve their financial goals
• Collaborate with cross-functional teams, including product, marketing, and sales, to drive business growth and improve customer experiences
• Develop and maintain a deep understanding of the fintech ecosystem, including trends, competitors, and emerging technologies
• Provide feedback and insights to product, marketing, and leadership teams to inform product development and marketing strategies
• Contribute to the design and iteration of accounting-partner-specific playbooks, workflows, and tooling
• Drive product adoption from the firm down to their clients, ensuring critical workflow features are utilized by the clients they serve

What We Are Looking For

• 4-6 years of experience 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, with a strong understanding of firm operations and accounting principles
• 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, including tools like QuickBooks, Xero, and NetSuite
• Experience managing a book of business across multiple firms or multi-entity client portfolios, with a track record of driving retention and expansion
• Clear, confident communication skills, with the ability to build strong relationships with finance leaders and firm principals
• Strong analytical and problem-solving skills, with the ability to analyze complex data sets and identify opportunities for growth

Nice to Have

• Experience working with Salesforce or other CRM systems
• Knowledge of marketing automation platforms and sales enablement tools
• Familiarity with data analytics and visualization tools, such as Tableau or Power BI
• Experience working in a remote or distributed team environment

Benefits and Perks

• Competitive salary and benefits package
• Opportunity to work with a cutting-edge company that is revolutionizing the fintech industry
• Collaborative and supportive work environment, with a strong focus on professional development and growth
• Flexible work arrangements, including remote work options and flexible hours
• Access to a comprehensive benefits package, including health, dental, and vision insurance
• 401(k) matching and retirement savings plan
• Paid time off and holiday pay
• Professional development opportunities, including training and education programs
• Access to a network of experienced professionals and thought leaders in the fintech industry

• Tip: Highlight your experience working with accounting firms and your understanding of accounting principles, including general ledger systems and accrual vs. cash basis accounting.
• Tip: Emphasize your ability to build strong relationships with finance leaders and firm principals, and provide examples of your experience with customer success or relationship banking.
• Tip: Showcase your knowledge of the fintech ecosystem, including trends, competitors, and emerging technologies, and explain how you stay up-to-date with industry developments.
• Tip: Prepare to discuss your experience with data analytics and visualization tools, and explain how you have used data to drive business growth and improve customer experiences.
• Tip: Be prepared to provide examples of your experience managing a book of business across multiple firms or multi-entity client portfolios, and explain how you drive retention and expansion.
• Tip: Research Mercury's products and services, and be prepared to discuss how you can contribute to the company's mission and goals.