Client Services Lead, Finance
Mercor
San Francisco, CA · $160k–$180k a year · Posted September 23, 2026
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Where San Francisco, CA ranks
Where San Francisco, CA placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #1Best cities for security jobs316 openings · of 20
- #1Best cities for technology jobs7,178 openings · of 100
- #1Best cities for financial services pay after cost of living$173k · of 33
- #1Best cities for entry-level jobs that want AI skills35% · of 100
- #1Best cities for entry-level jobs that want AI skills in the West Coast35% · of 54
- #1Cities with the most jobs that do not need a four-year degree in the West Coast902 jobs · of 47
Rankings about finance jobs
- Best cities for finance jobs #1 New York (1,932 openings)
- Best cities for finance pay after cost of living #1 San Mateo ($162k)
- Most requested AI skills in finance jobs #1 AI tools in daily work (4.3%)
- AI tools named most often in finance jobs #1 Claude (0.55%)
- Employers with the most finance jobs #1 Amazon (475 roles)
How AI is used in this kind of work
Among first-line supervisors of non-retail sales workers, AI is already used for some of the tasks. Measured exposure for first-line supervisors of non-retail sales workers: 23% (some).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
Skills this job asks for
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About the job
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
- 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