Marketing Strategy Expert - 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: $1,150–$1,450 per completed task

Location: Remote

Role Responsibilities

• Build a realistic digital workspace using tools like Salesforce Financial Services Cloud , HubSpot , Marketo , and Power BI . Include pitch decks, client briefs, and campaign calendars.
• Design multi-step tasks that require navigating multiple apps and stakeholders. Challenge frontier AI agents with these tasks.
• Collaborate with other financial-services sales and marketing experts. 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. Your work 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 Power BI .
• Strong analytical thinking and writing skills.

Preferred

• Series 6/7/63/65/66 or insurance licenses.
• Familiarity with FINRA/SEC marketing rules .

Compensation & Legal

• Task Completion Pay: Competitive and based on task quality (~$1,150 – $1,450 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 transition to an hourly compensation model based on sustained quality and throughput.

Application Process (Takes 20–30 mins to complete)

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

• For details about the interview process and platform information, please check:
• 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.