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Client Services Lead, Finance

Mercor · San Francisco, California

Location
San Francisco, California, United States
Employment
Full time
Level
Mid level
Posted
6 days ago

About this 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)

  • 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

As published by Mercor. Applications are handled on their site.

Skills this posting mentions

FinanceComplianceService

About Mercor

Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $2 million a day.

All 114 openings at Mercor

One click, then it is written

Apply to Mercor with a resume written for this role.

Queue Client Services Lead, Finance and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Mercor’s form for you.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • 25 sent a week, free
  • No card
  • Nothing sent until you say so

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Put this to work

Paste your career in once. Every application after that is written for you.

Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • New matches ranked and written before you are up.
  • Every bullet stays inside what your history supports. Nothing invented.
  • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

500 free credits on sign-up. No card. Nothing is sent until you say so.

Listed from the job board Mercor publishes. Refolk is not the employer and does not handle their hiring. Applications go to Mercor directly.