Client Services Lead, Finance

The role

You will build the Finance Client Function by identifying, engaging, and onboarding financial services clients. You will lead client conversations, own negotiations, and manage complex stakeholder relationships to scale the finance book of business.

What you will do

• Identify, engage, and onboard financial services clients and partners
• Test and iterate on service models tailored to finance-sector needs
• Create early playbooks for how Mercor serves finance clients
• Lead client conversations from scoping through renewal and expansion
• Qualify client needs and drive engagements to close
• Structure commercial terms for financial institutions
• Own negotiations on pricing, scope, timelines, and obligations
• Work with Legal and Finance to move quickly
• Navigate data rights, compliance, and security requirements
• Act as the primary point of contact for finance-sector clients and senior stakeholders

Required qualifications

• 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
• Prior experience working at or directly serving financial services firms, including private equity, venture capital, investment banking, asset management, or other financial institutions

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

About the company

Mercor builds infrastructure that enables frontier AI labs and enterprises to train, evaluate, and improve AI on real-world professional work. The company is a profitable Series C company valued at $10 billion.