Customer Relationship Management Specialist - AI Trainer

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 D'Angelo , 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 20–30 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: [email protected]

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