Senior Relationship Manager - Accounting Partners

mercury.design

Remote, US
Base: $128,600-$178,600 depending on location; equ...
Remote
4-6 years customer success or relationship banking experience
3+ years working directly with accounting firms
Strong knowledge of general ledger systems and reconciliations
This role serves as the primary relationship owner for a book of partner accounting firms using Mercury on behalf of their clients

Job Summary

  • This role serves as the primary relationship owner for a book of partner accounting firms using Mercury on behalf of their clients.
  • The position focuses on driving product adoption from the firm down to their clients through structured business reviews and playbooks.
  • Candidates will act as the voice of the accounting partner inside Mercury, translating firm workflows into actionable product feedback.

Matching Summary

This role serves as the primary relationship owner for a book of partner accounting firms using Mercury on behalf of their clients.

Salary

Base: $128,600-$178,600 depending on location; Equity: Stock options/RSUs included; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • 4-6 years customer success or relationship banking experience
  • 3+ years working directly with accounting firms
  • Strong knowledge of general ledger systems and reconciliations
  • Experience managing multi-entity client portfolios
  • Proficiency with Salesforce CRM and health-score tooling

Nice-to-have

  • Background in commercial banking or treasury management
  • Existing network in the accounting community
  • Experience designing customer success playbooks
  • Fluency in financial products like venture debt
  • Experience with QuickBooks, Xero, or NetSuite integrations

Key Requirements

  • 4-6 years in customer success or fintech account management
  • 3+ years experience with accounting firms
  • Working knowledge of accrual vs. cash basis accounting

Work Rights

Not specified

Tailored Resume

Cover Letter