Behind every ambitious company is an accounting partner advising them along the way, keeping the books clean, managing cash flow, filing taxes, and making sure their clients do not run out of runway without noticing. These firms are the quiet infrastructure of modern business finance, and they’re often managing dozens of companies inside Mercury right now
We’re building a dedicated team to serve them. This is not a secondary motion, but a first-class partnership where the accounting firm is the primary relationship and their client portfolio is the opportunity. If you understand firm operations and are energized by making Mercury the essential platform for accountants and their clients, this role is for you
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. You’ll 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, business reviews, 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, spend management, payroll, treasury, 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, multi-entity views, bookkeeper access) are utilized by the clients they serve
Be the voice of the accounting partner inside Mercury Channel accounting practitioner insights to Product, Marketing, and Leadership. 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, workflows, and tooling that make this motion scalable
You should 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