Finance GTM Associate

Mercor•San Francisco, CA

7h•$120,000 - $130,000•Onsite

About The Position

Mercor is hiring a Finance GTM Associate to build and convert client and finance-expert pipelines, support finance deals through delivery and procurement, and help scale its finance business. The role works with financial services firms and decision-makers, sources finance professionals for client and AI-lab projects, and collaborates with Project Managers, Operations, Legal, Product, and Engineering. The position is based in person five days a week in San Francisco, New York, or London.

Requirements

1–3 years of experience in investment banking, private equity, consulting, outbound sales, lead generation, or recruiting; finance or finance-adjacent experience is strongly preferred.
Fluency in how financial services firms operate, including decision-makers, their priorities, and purchasing processes.
Strong familiarity with LinkedIn Sales Navigator or Recruiter and other sourcing or prospecting tools.
Comfort driving high conversion rates and managing multiple funnels simultaneously.
Excellent written and verbal communication skills, with the polish to engage senior finance professionals credibly.
A track record of thriving in fast-paced, results-driven environments such as startups, banking, or consulting.
A scrappy, builder mindset; comfort with ambiguity and unglamorous work; and resilience in pursuing ambitious targets.

Nice To Haves

Experience at a fintech, financial data platform, or expert network.
An existing network across private equity, venture capital, hedge funds, banking, or asset management.
Exposure to AI, data products, or technical stakeholders.
Familiarity with financial services compliance and data requirements, such as SOC 2 and GLBA.

Responsibilities

Build pipeline using LinkedIn Sales Navigator, Clay, and other prospecting tools to identify, research, and contact financial services firms and decision-makers.
Run outbound outreach through email, LinkedIn, and warm introductions; write and test sequences, book meetings, and qualify needs for the Finance Client Services Lead.
Support deals end-to-end by preparing client materials, scoping documents, and proposals; joining client calls; and moving engagements through procurement, compliance, and security review.
Source, vet, and recruit finance experts—including bankers, investors, analysts, and accountants—to staff client and AI-lab projects at scale.
Own conversion across client and expert pipelines and maintain clean CRM data to track what is working.
Test client and expert sourcing channels such as communities, events, and alumni networks, and expand the most successful channels.
Partner with Project Managers, Operations, 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 grows.