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Client Services Lead, Finance

Mercor · San Francisco, United States

AccountingImported listingfull-timeabout 18 hours ago

About The Role

About Mercor

Mercor's mission is to organize human intelligence to power the AI economy. We're a leading AI data company, building the layer between human expertise and frontier models. Millions of domain experts on the platform are paid over $4 million per day to train frontier AI models. Mercor's APEX benchmark family measures AI's real-world impact on professional work. Mercor Enterprise brings this same infrastructure to Fortune 500 companies: helping companies capture how their best people actually work, translating that expertise directly back into agents.

Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast-paced and deeply committed team. You’ll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society. Mercor is a profitable Series C company valued at $10 billion. We work in-person five days a week in our San Francisco, NYC, or London offices.

Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast-paced and deeply committed team. You'll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society. Mercor is a profitable Series C company valued at $10 billion. We work in-person five days a week in our San Francisco, NYC, or London offices.

What You'll Do

  • Build the Finance Client Function (0 → 1)
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  • Identify, engage, and onboard financial services clients and partners
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  • Test and iterate on service models tailored to finance-sector needs (compliance, data sensitivity, procurement cycles)
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  • Create early playbooks for how Mercor serves finance clients

Account Ownership & Growth

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  • Lead client conversations end-to-end, from scoping through renewal and expansion
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  • Qualify client needs, define mutual value, and drive engagements to close
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  • Structure commercial terms suited to financial institutions' procurement and compliance norms

Contracting & Negotiation

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  • Own negotiations on pricing, scope, timelines, and obligations with finance clients
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  • Work closely with Legal and Finance to move quickly without sacrificing rigor
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  • Navigate data rights, compliance, and security requirements specific to financial services

Stakeholder Management

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  • Act as the primary point of contact for finance-sector clients and senior stakeholders
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  • Manage complex, multi-party relationships (compliance, procurement, technical teams) with clarity and credibility
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  • Align internal teams (Product, Research, Ops, Legal) around finance client priorities

Operate Scrappily, Then Systematize

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  • Start hands-on: build client lists, run outreach, draft docs, close deals yourself
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  • Identify patterns and convert them into repeatable processes as the finance book of business scales

What We're Looking For

Experience

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  • 5+ years in Client Service, Account Management, or Commercial roles, serving financial services clients
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  • Proven experience negotiating and closing contracts
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  • Track record managing high-stakes external stakeholders, including compliance/procurement functions
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  • Direct experience working with data products

Mindset & Skills

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  • Builder mentality: excited by ambiguity and 0→1 problems
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  • Scrappy, resourceful, comfortable with unglamorous work early on
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  • Strong commercial instincts and negotiation skills
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  • Clear, concise communicator with executive presence
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  • Able to operate independently while partnering closely with internal teams

Nice to Have

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  • Experience in fintech, banking, asset management, or financial data platforms
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  • Exposure to data-driven products, AI, or technical stakeholders
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  • Background working cross-functionally with legal and finance teams
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  • Familiarity with financial services compliance and data rights (e.g., SOC 2, GLBA)

Benefits

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  • Bi-annual performance bonus structure
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  • Generous equity grant vested over 4 years
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  • Up to $15k relocation bonus
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  • $10K housing bonus (if you live within 0.5 miles of our office)
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  • $1.5K monthly stipend for meals
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  • Free Equinox membership
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  • $200 monthly laundry reimbursement
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  • $200 monthly personal wellness reimbursement
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  • Health, Dental, Vision insurance

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