Customer Relationship Management Specialist | Upto $65/hr - 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:
$45ā$65/hour
Location:
Remote
Role Responsibilities
ā¢ 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.
ā¢ Design multi-step tasks grounded in real workflows that challenge frontier AI agents by navigating multiple apps, files, and stakeholders.
ā¢ Collaborate with other financial-services sales and marketing experts to design environments, shape task scope, and review scenarios for realism and rigor.
ā¢ Work asynchronously with research teams to refine task designs and evaluation criteria for financial-services agent benchmarks.
ā¢ 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
ā¢ 3+ years of full-time sales, relationship-management, or marketing experience at a Fortune 500 bank, wealth or asset manager, or insurer.
ā¢ Background in wealth-management, corporate banking, asset-management distribution, retail-banking marketing, or compliance-reviewed marketing.
ā¢ Day-to-day use of Salesforce Financial Services Cloud, HubSpot/Marketo, and Tableau/Power BI.
ā¢ Strong analytical thinking and writing skills to translate financial-sales/marketing workflows into structured task specs.
Preferred
ā¢ Series 6/7/63/65/66 or insurance licenses.
ā¢ Familiarity with FINRA/SEC marketing rules.
Compensation & Legal
ā¢ Expected to begin on an effective hourly rate, transitioning to compensation based on throughput of quality work.
Application Process (Takes 20ā30 mins to complete)
ā¢ Upload resume
ā¢ AI interview based on your resume
ā¢ Submit form
Resources & Support
ā¢ For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
ā¢ 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.
#hiringmercor
Apply tot his job
Apply To this 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:
$45ā$65/hour
Location:
Remote
Role Responsibilities
ā¢ 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.
ā¢ Design multi-step tasks grounded in real workflows that challenge frontier AI agents by navigating multiple apps, files, and stakeholders.
ā¢ Collaborate with other financial-services sales and marketing experts to design environments, shape task scope, and review scenarios for realism and rigor.
ā¢ Work asynchronously with research teams to refine task designs and evaluation criteria for financial-services agent benchmarks.
ā¢ 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
ā¢ 3+ years of full-time sales, relationship-management, or marketing experience at a Fortune 500 bank, wealth or asset manager, or insurer.
ā¢ Background in wealth-management, corporate banking, asset-management distribution, retail-banking marketing, or compliance-reviewed marketing.
ā¢ Day-to-day use of Salesforce Financial Services Cloud, HubSpot/Marketo, and Tableau/Power BI.
ā¢ Strong analytical thinking and writing skills to translate financial-sales/marketing workflows into structured task specs.
Preferred
ā¢ Series 6/7/63/65/66 or insurance licenses.
ā¢ Familiarity with FINRA/SEC marketing rules.
Compensation & Legal
ā¢ Expected to begin on an effective hourly rate, transitioning to compensation based on throughput of quality work.
Application Process (Takes 20ā30 mins to complete)
ā¢ Upload resume
ā¢ AI interview based on your resume
ā¢ Submit form
Resources & Support
ā¢ For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
ā¢ 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.
#hiringmercor
Apply tot his job
Apply To this Job