Client Services Lead, Finance

Highlights

• Build the 0-to-1 finance client function serving financial institutions.
• Lead finance client engagements end-to-end from scoping to renewal.
• Help capture how top finance experts work to power frontier AI models.

What they offer

• Bi-annual performance bonus structure
• Generous equity grant vested over 4 years
• Up to $15k relocation bonus
• $10K housing bonus if within 0.5 miles of office
• $1.5K monthly stipend for meals
• Free Equinox membership
• $200 monthly laundry reimbursement
• $200 monthly personal wellness reimbursement
• Health, Dental, Vision insurance

Ideal candidate

Scrappy, commercially-minded builder who loves 0-to-1 ambiguity and serving financial institutions, pairing executive presence with a hands-on hunger to turn human expertise into AI.

Requirements

• 5+ years in client service, account management, or commercial roles serving financial services clients
• Proven experience negotiating and closing contracts
• Track record managing high-stakes stakeholders including compliance/procurement
• Direct experience working with data products
• Builder mentality with comfort in ambiguity and 0-to-1 problems
• Strong commercial instincts and negotiation skills
• Clear, concise communicator with executive presence