Financial Services Sales & Marketing Expert

Role Overview

Mercor is partnering with leading AI labs on Project Atlas — an initiative to build realistic enterprise environments that frontier AI agents are trained and evaluated in. We're seeking experienced sales, relationship-management, and marketing professionals from Fortune 500 banks, wealth managers, asset managers, and insurers to recreate the digital workspaces they run every day and design the tasks that genuinely challenge state-of-the-art AI.

You'll bring your expertise in financial-services sales, client relationship management, or marketing strategy to build a high-fidelity environment that mirrors the tools, files, and campaign workflows of a major financial institution — and then author tasks grounded in the programs you actually run today.

Key Responsibilities

• Build a realistic digital workspace centered on the Drive folders you use day-to-day — the pitch decks, client briefs, segment plans, campaign calendars, compliance-reviewed materials, pipeline reviews, and email threads that reflect how you actually organize your work — with some representation of the platforms that support it (e.g., Salesforce Financial Services Cloud, HubSpot or Marketo, Power BI)
• Design multi-step tasks grounded in your real workflows that require navigating multiple apps, files, and stakeholders in a way that meaningfully challenges frontier AI agents
• Collaborate with other financial-services sales and marketing experts in your field to design the environment, shape task scope, and review each other's 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 you produce directly informs how leading labs train and evaluate the next generation of AI systems

Ideal Qualifications

• 3+ years of full-time sales / relationship-management / marketing experience at a Fortune 500 bank, wealth or asset manager, or insurer
• Background in one or more areas such as:
  • Wealth-management or private-bank relationship management
  • Corporate / commercial banking coverage or treasury-services sales
  • Asset-management distribution, RIA channel, or institutional sales
  • Retail-banking marketing, segment strategy, or campaign management
  • Compliance-reviewed marketing, FINRA-registered communications, or insurance marketing
• Series 6/7/63/65/66 or insurance licenses a plus; FINRA/SEC marketing-rule familiarity
• Day-to-day use of Salesforce Financial Services Cloud, HubSpot / Marketo, and Tableau / Power BI
• Strong analytical thinking and writing — able to translate financial-sales / marketing workflows into structured task specs

Compensation Note

• Task Completion Pay: Competitive and based on task quality (~$900 – $1,250 per completed task, subject to change as the project evolves)
• Performance Bonus: Top performers receive a weekly bonus incentive on top of their per task rate!
• Hourly Opportunity: Top performers may be invited to transition to an hourly compensation model based on sustained quality and throughput.