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Client Services Lead, Finance

Mercor· Engineering
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San Francisco$160k - $180kFull-timePosted 4w ago

About the role

Lead the formation and growth of Mercor’s Finance Client Function, owning end-to-end client engagements, negotiating terms, and coordinating with cross-functional teams to serve financial services clients.

Responsibilities

  • 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

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.

Skills

Required:Client relationship managementContract negotiationCross-functional collaborationFinancial services knowledgeData products experience

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
Last updated Oct 14, 2026. Interested? Apply on the company site.

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