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Manager, Martech

1 hour, 30 minutes ago
United States
Full-time
Senior
Sales Operations
Marketing and Growth
CRM Power BI Salesforce
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 16

Description

  • Own the operational health of acquisition workflows across the funnel, from capture through CRM, follow-up, and measurement.
  • Build and maintain integrations and automations between CRM, forms and scheduling tools, paid media platforms, and reporting pipelines.
  • Identify manual processes and replace them with scalable automations and clearer operating workflows.
  • Own acquisition-facing Salesforce configuration and administration, including fields, lifecycle consistency, routing logic, attribution inputs, validation rules, and workflow automations.
  • Ensure CRM data created through acquisition systems is accurate, structured, and usable for reporting and optimization.
  • Partner with Technology and Product teams on platform-level changes while managing day-to-day configuration, QA, and maintenance for acquisition workflows.
  • Partner with technology teams to launch conversion initiatives such as lead scoring and lead routing.
  • Build and maintain adtech systems including audience creation and value-based bidding logic.
  • Improve dashboard reliability and usability by ensuring upstream systems produce consistent data inputs.
  • Support marketing-to-reporting data flows, measurement signals, campaign taxonomy, conversion definitions, and validation checks.
  • Implement automated monitoring and alerting for critical workflows and help establish QA discipline, documentation, and change control.
  • Use AI tools and agent-based workflows to accelerate design, documentation, debugging, and iteration on acquisition systems.

Requirements

  • 5–8+ years of experience in acquisition operations, marketing operations, growth operations, marketing technology, adtech, CRM operations, or analytics enablement.
  • Hands-on experience building and maintaining integrations and automations across marketing and sales systems using no-code, low-code, and/or light scripting approaches.
  • Experience with paid media platforms such as Meta and Google.
  • High comfort with Salesforce, especially in areas related to automation and data integrity such as attribution fields, contact and opportunity objects, validation rules, and automations.
  • Comfort using automation tools similar to Zapier.
  • Experience supporting BI and reporting environments such as Power BI or equivalent through strong upstream data ownership.
  • Bonus: comfort with light AI-based coding.
  • Availability to work standard business hours Monday through Friday, 8 AM to 5 PM, with occasional early or late hours as needed.
  • Ability to work in a professional office environment or a dedicated interruption-free home office workspace.
  • Basic technology needs are required and will be provided to meet the position’s requirements.

Benefits

  • Base salary range of $106,250 to $125,000 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 Cigna medical plans and Kaiser plans in California.
  • Health Savings Account with company contributions if enrolled in an HDHP.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave for 8 weeks, plus maternity benefits through company-paid STD and supplemental STD.
  • 401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
  • Employee assistance plan, family medical leave, adoption assistance, and company-paid concierge services.
  • Pet insurance and personalized financial planning services at preferred employee pricing.

Interested in this position?

Apply directly on the company website

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