Client Services Lead, Finance

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

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

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