Mercor Finance GTM Associate at Mercor builds pipelines and runs outbound campaigns targeting financial services firms. Supports deals end-to-end and recruits finance experts to staff client and AI-lab projects.
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
Qualification
A scrappyExperience at a fintechAn existing network across PEExposure to AI
Required
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
Preferred
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)