Client Services Lead, Finance

mercor· Engineering
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📍 San FranciscoFullTime💰 USD 160K–180K

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

Frequently Asked Questions

What is the salary for the Client Services Lead, Finance role at mercor?
The listed salary for this Client Services Lead, Finance position at mercor is USD 160K–180K. This is an FullTime role.
Where is the Client Services Lead, Finance position at mercor located?
This Client Services Lead, Finance role at mercor is based in San Francisco. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Services Lead, Finance role at mercor full-time or part-time?
This is listed as a FullTime position. It is posted as a Client Services Lead, Finance role in the Engineering department at mercor.
Which team or department does the Client Services Lead, Finance at mercor belong to?
This Client Services Lead, Finance position is part of the Engineering department at mercor. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Services Lead, Finance position at mercor?
Click the "Apply Now" button on this page. You will be redirected to mercor's official application portal hosted on ashby where you can submit your application directly.
When was the Client Services Lead, Finance job at mercor posted?
This Client Services Lead, Finance position at mercor was posted on Sep 23, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Services Lead, Finance
mercor · 💰 USD 160K–180K
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You'll be redirected to mercor's official application page on Ashby ATS.