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:
At Mercer, we believe in building brighter futures by helping organizations and individuals thrive. As we continue to expand our solutions and strengthen our go‑to‑market capabilities, we’re seeking a Senior Manager, Revenue Operations who will play a pivotal role in shaping the operational foundation that enables our teams to deliver exceptional client outcomes.
This is a high‑impact role for a collaborative, forward‑thinking operations leader with experience in SaaS or technology environments. You’ll combine analytical rigor, project leadership, and strong stakeholder partnership to bring clarity, discipline, and insight to Mercer’s revenue engine.
Essential Job Functions for this role include:
Lead with Partnership & Influence
- Build trusted, consultative relationships with leaders across Sales, Client Development, Marketing, Finance, and Product.
- Serve as a strategic advisor—translating business priorities into operational models and actionable insights.
- Facilitate alignment across diverse stakeholder groups, creating clarity and shared ownership around key initiatives.
- Navigate complex, matrixed environments with a focus on communication, collaboration, and measurable outcomes.
Drive Critical Revenue Programs
- Lead planning, execution, and governance of major revenue operations initiatives.
- Manage complex projects from concept to completion, ensuring transparency, accountability, and timely delivery.
- Strengthen Mercer’s GTM rhythm through consistent processes across prospecting, QBRs, and pipeline management.
- Develop the documentation, frameworks, and operational playbooks that enable scale and repeatability.
Elevate Insights & Revenue Intelligence
- Own development of analytical models, dashboards, and KPIs that help GTM leaders make informed decisions.
- Deliver analysis that illuminates pipeline health, forecast trends, channel performance, and client lifecycle metrics.
- Apply deep knowledge of SaaS and subscription metrics to strengthen predictability and long‑term revenue visibility.
- Partner with Data/BI teams to ensure accuracy, accessibility, and integrity of GTM data.
Optimize Systems & Enable Growth
- Enhance Salesforce workflows, reporting, and data quality to improve efficiency and seller experience.
- Collaborate with platform and enablement teams to optimize Mercer’s broader GTM tech stack.
- Assess and recommend tools that support scale, client engagement, and operational excellence across the revenue lifecycle.
Knowledge, Skills, and Abilities:
- 7–10+ years in Revenue Operations, Sales Operations, or related roles.
- Experience working in a SaaS or technology company, with a strong command of subscription metrics (ARR, churn, retention, expansion, CAC, LTV, etc.).
- Proven ability to influence and partner with executive and cross‑functional stakeholders.
- Strong project and program management skills with a track record of leading large, multi‑team initiatives.
- Analytical depth, paired with the ability to translate complex data into insights and recommendations.
- Proficiency in Salesforce and familiarity with BI platforms (e.g., PowerBI, Tableu, Domo, etc.)
Preferred:
- Experience supporting revenue planning, forecasting, and commercial strategy.
- Comfort operating in a global, matrixed organization with multiple stakeholder groups.
- Ability to connect business strategy to operational execution and data-driven insights.
- Experience developing or mentoring operations talent.
Who You Are
- A proactive, thoughtful problem-solver with a passion for operational excellence.
- A strong communicator who brings clarity, empathy, and structure to complex situations.
- A systems thinker who sees opportunities to improve processes and create cohesion across the organization.
- Someone who is energized by partnering with people and driving meaningful business impact.
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.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 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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