Client Services Lead, Finance at Mercor in San Francisco
- Company: Mercor
- Location: San Francisco
- Posted: Sep 24, 2026
- Type: Full-time
- Salary: $160K – $180K • Offers Equity
- Experience: 5+ years
Overview
Application 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)
Job description
- Application
Responsibilities
- 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
Requirements
- 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
- 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)
Skills
Required
- Client Service
- Account Management
- Commercial roles
- Negotiation
- Contract closing
- Stakeholder management
- Data products experience
- Builder mentality
- Scrappy, resourceful
- Commercial instincts
- Communication
- Executive presence
Preferred
- Fintech
- Banking
- Asset management
- Financial data platforms
- Data-driven products
- AI
- Technical stakeholders
- Financial services compliance
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
- $160K – $180K • Offers Equity
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.