Fintech & PaymentsDirect Ashby career site

Client Services Lead, Finance

Location: San Francisco, CA · On-site
Job type: Full-time
Level: Lead / Staff
Experience: 5+ years
Listed: 31 days ago

Skills & highlights for this role

client account management
contract negotiation
compliance-aware commercial structuring
stakeholder management

Also useful

SOC 2
GLBA
financial data platforms

Stated benefits & perks

Health
Dental
Vision
Equity

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

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.

Read the original posting

From Mercor's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

Rolev.ai is a job search and application tool for US job seekers. For this Client Services Lead, Finance role at Mercor, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.

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Common questions

Where is the Client Services Lead, Finance job at Mercor located?

This Client Services Lead, Finance position at Mercor is located in San Francisco, CA (On-site). Always check Mercor's application page for specific state eligibility or relocation policies.

What qualifications are required for Client Services Lead, Finance at Mercor?

For the Client Services Lead, Finance role, Mercor highlights 5+ years of relevant experience; experience with client account management, contract negotiation, compliance-aware commercial structuring, stakeholder management. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Client Services Lead, Finance position at Mercor?

This listing links directly to Mercor's Ashby application page. You can apply directly on Mercor's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.

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