Senior Manager, Revenue Operation Analytics

2 weeks, 6 days ago
Full-time
Lead
Data Science and Analytics
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

Description

  • Own end-to-end sales funnel analytics from lead engagement through closed-won outcomes.
  • Monitor conversion, velocity, leakage, and capacity utilization to identify performance gaps.
  • Develop segmentation frameworks to guide investment and prioritization.
  • Build win/loss analyses to identify drivers of sales success and barriers to closing.
  • Analyze pipeline mix, revenue forecasting, lead routing efficiency, and deal quality.
  • Develop predictive and diagnostic models to improve forecast accuracy and identify at-risk pipeline segments.
  • Own the design and evolution of sales dashboards in Power BI and Salesforce.
  • Ensure consistent reporting definitions and data quality across systems.
  • Partner with BI, Finance, Marketing Ops, and Sales Leadership to resolve discrepancies and improve automation.
  • Deliver executive-level insights and translate findings into clear business recommendations with owners and timelines.

Requirements

  • 10+ years of experience in sales operations, revenue operations, sales analytics, or marketing analytics in a data-driven environment.
  • Expertise in Salesforce, Power BI, SQL and/or 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.
  • Availability Monday through Friday, 8:00 AM to 5:00 PM.

Benefits

  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical coverage options including three Cigna plans and Kaiser plans in California.
  • Health savings account with company contributions for eligible HDHP enrollment.
  • Two dental plans and a vision insurance plan.
  • 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 and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, match, and after-tax contribution option.
  • Employee assistance plan, company-paid concierge services, and personalized financial planning at preferred employee pricing.

Interested in this position?

Apply directly on the company website

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