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Community Analytics Manager

1 month, 2 weeks ago
United States
Full-time
Senior
Business Intelligence Analyst
Data Science and Analytics
CRM Power BI Python Salesforce SQL
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 21

Description

  • Serve as the primary analytics partner for Community Marketing and Client Development.
  • Define the analytics roadmap and measurement priorities for Community programs.
  • Lead analyses across referrals, events, COI programs, specialty initiatives, and emerging community programs.
  • Diagnose performance trends, root causes, and growth opportunities across market, advisor, and program levels.
  • Evaluate lead quality, conversion performance, pipeline contribution, and program ROI.
  • Own Community Power BI dashboards, executive scorecards, reporting packages, and self-service reporting tools.
  • Partner with Business Intelligence, Salesforce, and Operations to improve data quality, automation, and measurement.
  • Own recurring business reviews, executive scorecards, and operating cadences for Community Marketing.
  • Drive the weekly Community Program Office process, including tracking, reporting, action items, and follow-up.
  • Develop forecasts, success metrics, and measurement frameworks for Community programs and new initiatives.

Requirements

  • Bachelor's degree in Analytics, Statistics, Economics, Finance, Business, Marketing, or a related field.
  • 4-7 years of experience in analytics, business intelligence, strategy, consulting, marketing analytics, revenue operations, or a related discipline.
  • Advanced Excel and data analysis capabilities.
  • Experience building and maintaining dashboards in Power BI or similar business intelligence tools.
  • Strong understanding of sales and marketing funnels, lead generation, conversion measurement, and performance optimization.
  • Experience working with CRM data and reporting environments, with Salesforce preferred.
  • Strong problem-solving and analytical thinking skills.
  • Ability to synthesize large datasets into concise recommendations for technical and non-technical audiences.
  • Excellent written, verbal, and presentation skills.
  • Experience leveraging AI tools such as Claude to accelerate analysis, reporting, insight generation, and workflow automation.
  • Ability to independently manage complex projects and competing priorities.
  • Financial services, wealth management, professional services, or B2B experience preferred.
  • Experience supporting referral-driven, field-based, or distributed sales organizations preferred.
  • Experience with SQL, Python, data modeling, or advanced analytical techniques preferred.
  • Experience building forecasting models and business performance frameworks preferred.
  • Experience presenting findings and recommendations to senior leadership teams preferred.
  • Availability during standard business hours Monday through Friday from 8AM to 5PM, with possible early or late hours as needed.

Benefits

  • Base pay range of $95,000 to $105,000 USD.
  • Eligible for incentive compensation through Mercer Advisors' incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA with company contributions for eligible HDHP enrollment.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave (8 weeks) and adoption assistance reimbursement.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and after-tax contribution option.
  • Employee assistance plan and company-paid concierge services.
  • Pet insurance and personalized financial planning at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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