Client Services Lead, Finance
Core
Building the Finance Client Function from scratch by identifying, engaging, and onboarding financial services clients to train frontier AI models.
Role type
Senior IC client services lead (finance)
Builds
Early playbooks and service models tailored to finance-sector needs (compliance, data sensitivity, procurement cycles)
Domain
AI data company serving financial services
Deliverable
client delivery
Required skills
client acquisition, contract negotiation, stakeholder management, commercial instincts, compliance navigation, independent operation
Preferred skills
fintech/banking experience, data product exposure, cross-functional collaboration, financial services compliance knowledge
Technologies
none stated
Responsibilities
Identify and onboard financial services clients; lead end-to-end client conversations from scoping to renewal; structure commercial terms for financial institutions; own negotiations on pricing and scope; act as primary point of contact for senior stakeholders; build client lists and draft initial documentation
Seniority
Senior, hands-on IC
