Client Services Lead, Finance

Posted 4 Days Ago
Be an Early Applicant
San Francisco, CA, USA
In-Office
160K-180K Annually
Senior level
Artificial Intelligence • Software
We use AI to understand human ability and match talent with the opportunities they're best suited for.
The Role
Build and lead Mercor’s finance-sector client function from the ground up. Identify, onboard, and manage financial services clients; own relationships from scoping through renewal and expansion; negotiate pricing, contracts, compliance, and data-rights terms; and coordinate internal Product, Research, Operations, Legal, and Finance teams. Develop repeatable service playbooks and processes while independently driving outreach, documentation, stakeholder management, and deal closure.
Summary Generated by Built In
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)

  • Identify, engage, and onboard financial services clients and partners

  • Test and iterate on service models tailored to finance-sector needs (compliance, data sensitivity, procurement cycles)

  • Create early playbooks for how Mercor serves finance clients

Account Ownership & Growth

  • Lead client conversations end-to-end, from scoping through renewal and expansion

  • Qualify client needs, define mutual value, and drive engagements to close

  • Structure commercial terms suited to financial institutions' procurement and compliance norms

Contracting & Negotiation

  • Own negotiations on pricing, scope, timelines, and obligations with finance clients

  • Work closely with Legal and Finance to move quickly without sacrificing rigor

  • Navigate data rights, compliance, and security requirements specific to financial services

Stakeholder Management

  • Act as the primary point of contact for finance-sector clients and senior stakeholders

  • Manage complex, multi-party relationships (compliance, procurement, technical teams) with clarity and credibility

  • Align internal teams (Product, Research, Ops, Legal) around finance client priorities

Operate Scrappily, Then Systematize

  • Start hands-on: build client lists, run outreach, draft docs, close deals yourself

  • Identify patterns and convert them into repeatable processes as the finance book of business scales

What We're Looking For

Experience

  • 5+ years in Client Service, Account Management, or Commercial roles, serving financial services clients

  • Proven experience negotiating and closing contracts

  • Track record managing high-stakes external stakeholders, including compliance/procurement functions

  • Direct experience working with data products

Mindset & Skills

  • Builder mentality: excited by ambiguity and 0→1 problems

  • Scrappy, resourceful, comfortable with unglamorous work early on

  • Strong commercial instincts and negotiation skills

  • Clear, concise communicator with executive presence

  • Able to operate independently while partnering closely with internal teams

Nice to Have

  • Experience in fintech, banking, asset management, or financial data platforms

  • Exposure to data-driven products, AI, or technical stakeholders

  • Background working cross-functionally with legal and finance teams

  • Familiarity with financial services compliance and data rights (e.g., SOC 2, GLBA)

Benefits

  • Bi-annual performance bonus structure

  • Generous equity grant vested over 4 years

  • Up to $15k relocation bonus

  • $10K housing bonus (if you live within 0.5 miles of our office)

  • $1.5K monthly stipend for meals

  • Free Equinox membership

  • $200 monthly laundry reimbursement

  • $200 monthly personal wellness reimbursement

  • Health, Dental, Vision insurance

Skills Required

  • 5+ years of experience in client service, account management, or commercial roles serving financial services clients
  • Proven experience negotiating and closing contracts
  • Experience managing high-stakes external stakeholders, including compliance and procurement functions
  • Direct experience working with data products
  • Strong commercial instincts and negotiation skills
  • Clear, concise communication and executive presence
  • Ability to operate independently while partnering closely with internal teams
  • Experience in fintech, banking, asset management, or financial data platforms
  • Exposure to data-driven products, AI, or technical stakeholders
  • Background working cross-functionally with legal and finance teams
  • Familiarity with financial services compliance and data rights, such as SOC 2 and GLBA

Mercor Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mercor and has not been reviewed or approved by Mercor.

  • Fair & Transparent Compensation — Pay is considered competitive across many roles, with clear hourly ranges and an hourly/pay‑per‑task mix designed to align rates with expertise. The structure emphasizes transparent, appropriate pay levels and guarantees payment for legitimate logged time.
  • Strong & Reliable Incentives — Payments are processed on a predictable weekly cadence via Stripe/Wise, and some tracks offer additional weekly bonus incentives for top performers. This combination of regular payouts and performance bonuses supports dependable earnings when projects are active.
  • Equity Value & Accessibility — Select full‑time roles include generous equity grants alongside cash perks such as relocation and housing bonuses. These elements increase total compensation for those positions.

Mercor Insights

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The Company
HQ: San Francisco, California
2,217 Employees
Year Founded: 2023

What We Do

We use AI to understand human ability and match talent with the opportunities they're best suited for.

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