Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading independent fiduciary focused on enhancing financial lives through comprehensive services. The Senior Manager, Revenue Operation Analytics will optimize revenue performance through sales analytics and strategic insights, collaborating with various teams to improve sales productivity and pipeline management.
Responsibilities
- 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
- 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)
- 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)
- 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
Skills
- 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
- SQL/Python
Benefits
- 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
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Company Overview
Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.