Client Services Lead, Finance

Mercor

• $125K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Client Service, Account Management, or Commercial roles within financial services
  • Experience in negotiating and closing contracts
  • Proven ability to manage high-stakes external stakeholders, including compliance and procurement
  • Direct experience with data products
  • Familiarity with financial services compliance and data rights is a plus

Responsibilities

  • Identify, engage, and onboard financial services clients and partners
  • Test and iterate on service models tailored to finance-sector needs
  • Lead client conversations from scoping to renewal and expansion
  • Qualify client needs and drive engagements to closure
  • Own negotiations on pricing and obligations with finance clients
  • Act as the primary point of contact for finance-sector clients
  • Start hands-on and build client lists, running outreach and drafting documents

Benefits

  • Bi-annual performance bonus structure
  • Generous equity grant vested over 4 years
  • Up to $15k relocation bonus
  • $10K housing bonus for proximity to office
  • $1.5K monthly stipend for meals
  • Free Equinox membership
  • $200 monthly laundry reimbursement
  • $200 monthly personal wellness reimbursement
  • Health, Dental, Vision insurance
Full Job Description
What You'll Do

Build the Finance Client Function (0 126 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

Mindset & Skills
  • Builder mentality: excited by ambiguity and 0126 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

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