Client Services Lead, Finance

About this role

About Mercor Mercor’s mission is to organize human intelligence for the AI economy. We build the infrastructure that enables frontier AI labs and enterprises to train, evaluate, and improve AI on real-world professional work. More than five million experts have joined our network, and we pay out over $5 million daily for their knowledge and expertise. We built our training and evaluation infrastructure alongside the world’s leading AI labs. Now, we’re bringing those capabilities to enterprises across industries, enabling them to train, evaluate, and improve AI using their own expertise and standards. Our APEX benchmarks measure how AI performs on economically valuable work, while our enterprise evaluations and post-training capabilities turn those insights into measurable improvements across real-world workflows. Our work sits at the intersection of frontier AI, human expertise, and real-world application. We’re solving problems few companies have encountered, with the opportunity to influence what the world’s most advanced AI systems become capable of doing. We’re looking for people who bring different perspectives, take ownership, exercise sound judgment, and hold themselves to an exceptionally high standard. You’ll have the opportunity to do consequential work alongside talented colleagues who challenge one another, collaborate openly, and share a commitment to excellence. Mercor is profitable and recently raised a $750 million Series D at a $20 billion valuation. We work in person five days a week in San Francisco, New York, and London. 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 • Required: Prior experience working at or directly serving financial services firms, including private equity, venture capital, investment banking, asset management, or other financial institutions. 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 Mercor is an Equal Opportunity Employer and is committed to providing equal opportunity to all employees and applicants. Mercor does not discriminate based on actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression, sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by California or local law, genetic information, or any other characteristic protected by applicable federal, California, or local laws and ordinances. Further, Mercor prohibits discrimination, harassment, and retaliation based on any combination of protected characteristics. This Policy applies to all areas of employment, including recruitment, hiring, training, promotion, compensation, benefits, discipline, termination, and all other privileges, terms, and conditions of employment. This Policy and the law prohibit employment discrimination against any employee or applicant based on any legally protected status.