Senior Manager, Revenue Operation Analytics (Sales)

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

S. * Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve.

With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets.

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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. , 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).