Finance GTM Associate — Equity + Relocation Bonus

mercor.com; San Francisco (CA); On-site; USD 90,000 - 170,000; Full time

Benefits offered by this job

Bi-annual performance bonus

Equity grant

Relocation bonus

Housing stipend

Meal stipend

Equinox membership

Laundry reimbursement

Wellness reimbursement

Health, Dental, Vision insurance

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Investment banking/finance experience

Lead generation

Outbound sales

Communication

LinkedIn Navigator usage

Tools

LinkedIn Sales Navigator

Recruiting tools

Job description

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