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 Analyst, Revenue Operations will play a critical role in supporting Mercer Advisors’ revenue strategy by delivering deep analytical insights, building high‑quality dashboards and visualizations, and improving the efficiency of our revenue engine across the full client lifecycle. This role will partner closely with Sales, Marketing, Finance, and Client Service teams to enhance forecasting accuracy, streamline operational processes, and support scalable, data‑driven growth.
Drawing from best‑in‑class SaaS revenue operations practices, this analyst will help strengthen Mercer’s unified revenue operations model—supporting funnel analytics, pipeline performance, revenue forecasting, segmentation, territory planning, and KPI development. The ideal candidate brings high analytical rigor, strong business acumen, and hands‑on experience with BI tools common in revenue organizations.
Essential Job Functions for this role include:
Revenue Analytics & Reporting
- Develop and maintain dashboards, reports, and forecasting models to support revenue planning and operational decision‑making.
- Analyze key revenue metrics (conversion rates, pipeline velocity, funnel performance, forecast accuracy) to identify trends and root causes.
- Surface actionable insights that improve sales productivity and operational efficiency across the revenue organization.
Process Optimization & Operational Excellence
- Improve revenue processes including lead‑to‑client conversion, pipeline hygiene, territory alignment, and handoff between Marketing, Sales, and Client Service.
- Evaluate and implement tools, workflows, and automation to streamline operations and enhance data quality.
- Support business performance reviews by delivering structured insights and standardized reporting packages.
Cross‑Functional Partnership
- Partner with Sales, Marketing, Finance, and Client Service to unify revenue data, align KPIs, and support strategic planning initiatives.
- Collaborate with Finance to support operational alignment on forecasting, compensation modeling, and strategic business initiatives.
- Engage with Marketing to evaluate campaign performance and support attribution analysis across the full funnel.
Data Governance & Infrastructure
- Maintain data integrity across CRM and BI systems; identify and resolve data inconsistencies to ensure high‑quality reporting.
- Define and document standard KPIs, reporting frameworks, and data dictionaries used across the revenue organization.
Knowledge, Skills, and Abilities:
Required Knowledge, Skills & Abilities
- 4–6+ years of experience in revenue operations, sales operations, business analytics, or related roles; SaaS or high‑growth environment experience preferred.
- Strong analytical skills with experience building dashboards and visualizations; proficiency with BI tools such as Tableau or Power BI.
- Advanced Excel/Google Sheets skills; experience with CRM systems (Salesforce preferred).
- Understanding of funnel analytics, forecasting methodologies, segmentation, and revenue performance metrics.
- Experience working with large datasets and performing root‑cause analysis to identify revenue leakage or performance gaps.
- Strong written, verbal, and data‑storytelling communication—able to present insights to senior leadership clearly and concisely.
- High degree of attention to detail, accuracy, and ability to manage multiple priorities in a fast‑paced environment.
- Bachelor’s degree in Business, Finance, Economics, Analytics, or related field.
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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