Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Senior Manager, Sales Operations & Analytics will partner closely with the SVP of Client Development Sales Revenue & Operations and the Head of Direct Client Development to optimize Mercer Advisors’ revenue engine through rigorous sales analytics, pipeline visibility, and performance insights. This role is responsible for developing data-driven strategies that improve pipeline conversion, segmentation, forecasting accuracy, and sales productivity across the direct-to-consumer business.
This leader will strengthen Mercer Advisors’ ability to evaluate sales effectiveness, understand funnel health, and identify levers that improve win rates and revenue performance. The ideal candidate has deep expertise in sales analytics, revenue operations, and cross-functional partnership within growth-oriented organizations.
Essential Job Functions for this role include:
Pipeline Performance & Funnel Analytics
• Own end-to-end sales funnel analytics—from lead engagement through opportunity creation, pipeline movement, and closed-won outcomes.
• Monitor stage-by-stage conversion, velocity, leakage, and capacity utilization to surface trends and diagnose performance gaps.
• Develop segmentation frameworks (persona, channel, deal size, advisor, territory) to guide investment and prioritization.
• Build win/loss analytics and incorporate qualitative insights to identify drivers of sales success and barriers to closing. Sales Optimization & Strategic Insights
• Identify opportunities to improve sales productivity, including advisor capacity, outreach cadences, touchpoint effectiveness, and territory structures.
• Conduct deep-dive analyses on pipeline mix, revenue forecasting, lead routing efficiency, and deal quality. • Build predictive and diagnostic models that improve forecast accuracy, identify at-risk pipeline segments, and enhance prioritization.
• Recommend optimization strategies based on data (e.g., improved scoring, better routing, targeted enablement, churn risk mitigation). Reporting, Dashboards & Data Governance
• Own the design and evolution of sales dashboards in Power BI and Salesforce to support leadership visibility. • Ensure consistent definitions and data quality across reporting environments.
• Partner with BI, Finance, and Marketing Ops to ensure data integrity, resolve reporting discrepancies, and enhance automation.
• Build new analytical views to support strategic decision-making (pipeline aging, forecast scenarios, rep productivity, segmentation reports). Cross-Functional Leadership & Executive Support
• Deliver executive-level insights on funnel performance, revenue pacing, pipeline health, and operational risks.
• Collaborate with Marketing, Sales Leadership, BI, and Finance to drive coordinated improvements in lead generation and sales execution.
• Translate analytical findings into business recommendations with clear owners, timelines, and measurable impact.
Knowledge, Skills, and Abilities:
• 10+ years in sales operations, revenue operations, sales analytics, or marketing analytics in a data-driven environment.
• Expertise in Salesforce, Power BI, SQL/Python (preferred), and advanced Excel.
• Strong understanding of pipeline management, forecasting, segmentation, and sales KPIs.
• Experience supporting high-velocity or multi-stage sales processes.
• Strong analytical problem-solving skills with the ability to tell a story using data.
• High attention to detail, strong communication skills, and executive presence.
• Ability to manage multiple priorities in a fast-paced growth environment.
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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