Client Services Lead, Finance

MercorSan Francisco, California

$1,500+ / month

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Overview

Schedule

Full-time

Career level

Director

Remote

On-site

Compensation

$1,500+/month

Benefits

Health Insurance

Dental Insurance

Vision Insurance

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)

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

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FAQs About Client Services Lead, Finance Jobs at Mercor

What is the work location for this position at Mercor?

This job at Mercor is located in San Francisco, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Mercor?

Candidates can expect a pay range of $1,500 (per month).

What employment applies to this position at Mercor?

Mercor lists this role as a Full-time position.

What experience level is required for this role at Mercor?

Mercor is looking for a candidate with "Director" experience level.

What benefits are offered by Mercor for this role?

Mercor offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Mercor?

You can apply for this role at Mercor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.