Mercor logo
Mercor

Cincinnatus is an enterprise staffing company that partners with leading technology companies to source and employ highly skilled professionals for full-time and long-term contingent roles. Cincinnatus serves as the employer of record for these engagements, providing W-2 employment, payroll, benefits, and compliance, while placing employees directly within client teams to work on high-impact initiatives. Roles hired through Cincinnatus are not project-based or freelance engagements. They are structured, role-based positions that typically involve full-time or fixed-term commitments, close collaboration with a client's internal teams, and integration into standard enterprise workflows. Cincinnatus is a legal entity separate from Mercor. While opportunities may be discovered through Mercor's platform, employment, onboarding, payroll, and benefits for these roles are administered by Cincinnatus. Equal Employment Opportunity Cincinnatus is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or any other legally protected characteristic. Cincinnatus is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans throughout the job application process.

Customer Relationship Management Specialist

Location

United States

Posted

14 days ago

Salary

$45 - $65 / hour

Seniority

Mid Level

No structured requirement data.

Job Description

Customer Relationship Management Specialist

Mercor

Role Description 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. Requirements - Expected to begin on an effective hourly rate, transitioning to compensation based on throughput of quality work. Application Process - Upload resume - AI interview based on your resume - Submit form Resources & Support - For details about the interview process and platform information, please check: Interview Process - For any help or support, reach out to: support@mercor.com - Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

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