
Client Services Lead, Finance
San Francisco, CAFull-timePosted 2w agoStill listed 3 days ago
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Job overview
Mercur's finance client services lead will build a new finance function from scratch, identifying and onboarding financial services clients, creating playbooks, and managing end‑to‑end engagements while navigating compliance, procurement, and data‑rights requirements.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
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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