Client Services Lead, Finance
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What you'll do
- 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
- 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
- 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
- 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
What they're looking for
- 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
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)
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.