Finance GTM Associate

mercor.com; San Francisco (CA); Presencial; USD 90.000 - 170.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bi-annual performance bonus

Equity grant

Relocation bonus

Housing stipend

Meal stipend

Equinox membership

Laundry reimbursement

Wellness reimbursement

Health, Dental, Vision insurance

Descripción de la vacante

Mercor is seeking a Finance Client Services Lead in San Francisco to build pipelines targeting financial services firms, run outbound outreach, and qualify needs for client engagements. You will prep materials, join client calls, and move deals through procurement, compliance, and security reviews.

You will source bankers, investors, analysts, and other finance professionals for client and AI-lab projects, own conversions across pipelines, and test new sourcing channels while collaborating with

Formación

• 1-3 years of experience in investment banking, private equity, consulting, outbound sales, lead generation, or recruiting; finance or finance-adjacent experience strongly preferred.
• Fluency in how financial services firms work: who makes decisions, what they care about, and how they buy.
• Strong familiarity with LinkedIn Sales Navigator / Recruiter and other sourcing or prospecting tools.
• Comfortable driving high conversion rates and managing multiple funnels at once.
• Excellent written and verbal communication, with the polish to engage senior finance professionals credibly.
• A track record of thriving in fast-paced, results-driven environments (startups, banking, consulting, or similar).
• A scrappy, builder mindset: excited by ambiguity, happy to do unglamorous work, and resilient against ambitious targets.

Responsabilidades

• Build pipeline using LinkedIn Sales Navigator, Clay, and other prospecting tools to identify, research, and reach financial services firms and decision-makers.
• Run outbound across email, LinkedIn, and warm intros; write and test sequences, book meetings, and qualify needs for the Finance Client Services Lead.
• Support deals end-to-end: prep client materials, scoping docs, and proposals, join client calls, and keep engagements moving through procurement, compliance, and security review.
• Source, vet, and recruit finance experts (bankers, investors, analysts, accountants, and other finance professionals) to staff client and AI-lab projects at scale.
• Own conversion across client and expert pipelines and keep CRM data clean so we know what's working.
• Test new client and expert sourcing channels (communities, events, alumni networks) and double down on the winners.
• Partner with Project Managers, Ops, Legal, Product, and Engineering to deliver high-quality results for finance clients.
• Turn early wins into playbooks, templates, and processes as the finance book of business scales.

Conocimientos

Investment banking/finance experience

Lead generation

Outbound sales

Communication

LinkedIn Navigator usage

Herramientas

LinkedIn Sales Navigator

Recruiting tools

Descripción del empleo

ABOUT MERCOR

Mercor’s mission is to organize human intelligence for the AI economy. We build the infrastructure that enables frontier AI labs and enterprises to train, evaluate, and improve AI on real-world professional work. More than five million experts have joined our network, and we pay out over $5 million daily for their knowledge and expertise.

We built our training and evaluation infrastructure alongside the world’s leading AI labs. Now, we’re bringing those capabilities to enterprises across industries, enabling them to train, evaluate, and improve AI using their own expertise and standards. Our APEX benchmarks measure how AI performs on economically valuable work, while our enterprise evaluations and post-training capabilities turn those insights into measurable improvements across real-world workflows.

Our work sits at the intersection of frontier AI, human expertise, and real-world application. We’re solving problems few companies have encountered, with the opportunity to influence what the world’s most advanced AI systems become capable of doing. We’re looking for people who bring different perspectives, take ownership, exercise sound judgment, and hold themselves to an exceptionally high standard. You’ll have the opportunity to do consequential work alongside talented colleagues who challenge one another, collaborate openly, and share a commitment to excellence.

Mercor is profitable and recently raised a $750 million Series D at a $20 billion valuation. We work in person five days a week in San Francisco, New York, and London.

What you'll do

• Build pipeline using LinkedIn Sales Navigator, Clay, and other prospecting tools to identify, research, and reach financial services firms and decision-makers
• Run outbound across email, LinkedIn, and warm intros; write and test sequences, book meetings, and qualify needs for the Finance Client Services Lead
• Support deals end-to-end: prep client materials, scoping docs, and proposals, join client calls, and keep engagements moving through procurement, compliance, and security review
• Source, vet, and recruit finance experts (bankers, investors, analysts, accountants, and other finance professionals) to staff client and AI-lab projects at scale
• Own conversion across client and expert pipelines and keep CRM data clean so we know what's working
• Test new client and expert sourcing channels (communities, events, alumni networks) and double down on the winners
• Partner with Project Managers, Ops, Legal, Product, and Engineering to deliver high-quality results for finance clients
• Turn early wins into playbooks, templates, and processes as the finance book of business scales

WHAT WE'RE LOOKING FOR

• 1-3 years of experience in investment banking, private equity, consulting, outbound sales, lead generation, or recruiting; finance or finance-adjacent experience strongly preferred
• Fluency in how financial services firms work: who makes decisions, what they care about, and how they buy
• Strong familiarity with LinkedIn Sales Navigator / Recruiter and other sourcing or prospecting tools
• Comfortable driving high conversion rates and managing multiple funnels at once
• Excellent written and verbal communication, with the polish to engage senior finance professionals credibly
• A track record of thriving in fast-paced, results-driven environments (startups, banking, consulting, or similar)
• A scrappy, builder mindset: excited by ambiguity, happy to do unglamorous work, and resilient against ambitious targets

NICE TO HAVE

• Experience at a fintech, financial data platform, or expert network
• An existing network across PE, VC, hedge funds, banking, or asset management
• Exposure to AI, data products, or technical stakeholders
• Familiarity with financial services compliance and data requirements (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

Mercor is an Equal Opportunity Employer and is committed to providing equal opportunity to all employees and applicants. Mercor does not discriminate based on actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression, sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by California or local law, genetic information, or any other characteristic protected by applicable federal, California, or local laws and ordinances. Further, Mercor prohibits discrimination, harassment, and retaliation based on any combination of protected characteristics. This Policy applies to all areas of employment, including recruitment, hiring, training, promotion, compensation, benefits, discipline, termination, and all other privileges, terms, and conditions of employment. This Policy and the law prohibit employment discrimination against any employee or applicant based on any legally protected status.