Mercor
Client Services Lead, Finance
$160K–$180K
San Francisco · On-site · Full-time · Posted Sep 23, 2026
- Experience
- 5+ years in Client Service, Account Management, or Commercial roles serving financial services clients.
About the job
Build and grow Mercor’s finance-sector client function by acquiring clients, owning commercial relationships and contracts, and developing repeatable service processes.
What you'll do
- Identify, onboard, and grow financial services client relationships from scoping through renewal and expansion.
- Negotiate pricing, scope, timelines, and contract obligations while addressing finance-sector compliance, data rights, and security requirements.
- Build early client-service playbooks and align internal teams around client priorities.
What they ask 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 and prior experience working at or directly serving financial services firms.
Nice to have
- Experience in fintech, banking, asset management, or financial data platforms.
- Exposure to data-driven products, AI, technical stakeholders, or financial services compliance and data rights (e.g., SOC 2, GLBA).
Pay
$160K – $180K USD base salary
Tools
SOC 2, GLBA
AI focus
Supports Mercor’s work translating financial-sector expertise into AI agents; the role builds and serves finance-sector client engagements.
Model-written summary · the original posting is authoritative