Customer Relationship Management Specialist

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco our investors include Benchmark General Catalyst Peter Thiel Adam DAngelo Larry Summers and Jack Dorsey.

Position: Financial Services Sales & Marketing Expert
Type: Contract
Compensation: $45$65/hour
Location: Remote

Role Responsibilities

• Build a realistic digital workspace centered on the Drive folders you use day-to-day including pitch decks client briefs and campaign calendars. Incorporate platforms like Salesforce Financial Services Cloud HubSpot or Marketo.
• Design multi-step tasks grounded in real workflows that challenge frontier AI agents by navigating multiple apps files and stakeholders.
• Collaborate with other financial-services sales and marketing experts to design environments shape task scope and review scenarios for realism and rigor.
• Work asynchronously with research teams to refine task designs and evaluation criteria for financial-services agent benchmarks.
• Contribute to frontier AI research and benchmarking. The work produced directly informs how leading labs train and evaluate the next generation of AI systems.

Qualifications

Must-Have

• 3 years of full-time sales relationship-management or marketing experience at a Fortune 500 bank wealth or asset manager or insurer.
• Background in wealth-management corporate banking asset-management distribution retail-banking marketing or compliance-reviewed marketing.
• Day-to-day use of Salesforce Financial Services Cloud HubSpot/Marketo and Tableau/Power BI.
• Strong analytical thinking and writing skills to translate financial-sales/marketing workflows into structured task specs.

Preferred

• Series 6/7/63/65/66 or insurance licenses.
• Familiarity with FINRA/SEC marketing rules.

Compensation & Legal

• Expected to begin on an effective hourly rate transitioning to compensation based on throughput of quality work.

Application Process (Takes 2030 mins to complete)

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

• For details about the interview process and platform information please check:
• For any help or support reach out to:

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.